
ZOOM is an online platform that allows users to communicate with others through video, audio and chat features.
Go to [My account] > [Integrations], then under ZOOM, click [Connect].
Next, enter your email address and password and click [Sign In]. If you do not have an account yet, create one by clicking on [Sign Up Free] at the top right of the screen.
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Creating and setting appointment statuses
Creating and setting appointment statuses Appointment statuses make it possible to visualize the practice processes within the calendar. There are 4 default statuses available, but you can change these or create new ones. Go to [Settings] > [Diary] > ...
Setting up a default treatment
A default treatment is the treatment type that is automatically selected when booking an appointment. The default treatment can depend on location and user. You set a default treatment using the item pre-settings. Go to [Settings] > [Finance] > ...
Setting footer / mailfooter
You can link a customised footer/email footer to any mail address you use inside Crossuite. This is a personalised text block that is automatically added at the bottom of every email message you send from Crossuite. Usually, the practice details and ...
B2. Creating and setting up your new practice environment
To prepare for your transition, you'll need to take a few steps. Please ensure all steps are completed at least one week before the transition date. If a step isn't immediately clear, be sure to click the link to the corresponding knowledge base ...
B3. Want to be extra prepared? Go ahead and set up these settings!
For a smooth kick-off, we recommend taking a look at the settings below beforehand and, if possible, setting them up. If you get stuck on anything, don't worry; we'll go over it together during the kick-off meeting. 1. Set up your SMTP for outgoing ...