Private Labels

Private labels are located in the Contacts module on the left-hand side, under Labels. All accounts, except the organization’s administrative account, can create and use private labels without granting permissions, and are unique to each users’ account. Also, private labels do not have any impact on the rest of the organization and are used to …

Messages Module Permissions

The following permissions can be granted to employees in the Messages module, for access to a variety of features: Chat > Access Gives a user access to the chat module, and the ability to send and receive ReachMe chats Messaging > Access Gives a user access to the  Messages module Messaging > Send to Clients …

The Difference Between a Segment and an Event

When scheduling an appointment in the  Scheduling module, you are creating a new event. An Event is the actual appointment within a possible course of events, such as recurring appointments. A Segment is the billing entry within the event. For example, a 0364T and 0365T in an appointment would have two segments (two codes that …