Accounts and access
I forgot my password
I forgot my password
My invitation expired
My invitation expired
I received a password reset email. Is it legitimate?
I received a password reset email. Is it legitimate?
Can two people use the same account at the same time?
Can two people use the same account at the same time?
Can members have their own accounts?
Can members have their own accounts?
Data and records
What happens when I remove a staff member?
What happens when I remove a staff member?
Can I edit a signed service record?
Can I edit a signed service record?
Why don't I see all my groups?
Why don't I see all my groups?
Life Plan Goals
How do I create life plan goals?
How do I create life plan goals?
Open the member's profile and select the Life Plan Goals tab
Click + New Goal
Choose which groups will track this goal, then click Create
Add tasks in the form builder
Preview the goal and save
Billing
How do I view my invoices?
How do I view my invoices?
How do I add more member seats?
How do I add more member seats?

