🙋 Advanced Setup FAQs

When to use Advanced Setup?

The Advanced Setup section is for our advanced Swivelers! Here you are able to create and customize:

• Appointment Types
• Document Types
• Marketing & Sales features
• Advanced Product features

Caution

🚧 Important: Only users with the Owner user role will see the Advanced Setup option. If you need to make updates, please contact your team’s system administrator for your account.

---