Heads Up

A few quick steps on how to invite clients, a quick look at the clients table, and a brief tour of what your clients see in Heads Up...

How do I Invite Clients, View Their Data & Set Up the Clients Table?

In this article, we will run through a few steps to bulk invite your clients to your Heads Up organization...

Understanding client sign-ups, sign-ins, password resets, how-to accept client sign-ups and setting up your logo and background image.

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