Manage rebate and spiff programs with claim submission, review, and approval. Automate administrative tasks using rules-based settings. Generate performance reports and track claim fulfillment.
Manage schedules by viewing, creating, and updating client appointments. Accept appointment requests through a client portal. Send automated reminders and add notes, products, or services to create invoices directly from appointments.
Track time entries with start/finish times or durations. Create weekly, biweekly, and monthly reports. Clock in/out with location check-in. Set admin and general user roles. Generate invoices from time entries.
