Presented by Bryant Strozinsky, EZFacility Marketing Specialist
EZ Essentials are a quick, back to basics series of webinars to ensure you are utilizing your software to its full potential.
This educational webinar series is designed to showcase feature-specific best practices, and ensure you are making the most of your EZFacility account.
In this Session we review:
- Navigating the Clients Page
- Customizing Client Details
- Applying Client Marketing Tags
- Reversing Payments and Voiding Invoices
- Setting Up and Reporting On Client Assessments
- Logging Client Activities
- Creating Employee Tasks