Need access to a previous invoice for your records? You can easily view and download any past invoice directly from your account dashboard. Log in to your account Visit the […]
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How to View Your Past Orders
To review your previous purchases, simply follow these steps: Log in to your account and head to the My Account Dashboard. From the dashboard, click on the Orders tab. This […]
How to Reset or Change Your Password
Whether you’re updating your password for security reasons or recovering access after forgetting it, this guide will walk you through both options step by step. Changing Your Password (When You’re […]
Adding, deleting and updating notes
Members, Locations and Persons have an update notes option. These notes can be used in any way you want. Use add or delete note link if you want to separate […]
Searching and Exporting Reports
When viewing reports, you can search all text or each column. At any time, you can use the “Filter Reset” button to clear your search queries. If you need to […]
How to add a location to member
Visit the dashboard. Look for Add a Location under the Locations section Fill out the form and use the ‘Create’ button. Additionally, the same ‘add a location’ option can be […]
How to add a contact
Visit the dashboard. Look for Add a Contact under the Contacts section Fill out the form and use the Add Person button. Additionally, there is also a ‘Add a new […]
How to add a member
Visit the dashboard. Look for Add a Member under the Members section Fill out the form and use the Create Member button. Options like adding location, notes and people can […]