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How to set up specialists

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - How to set up specialists so that you can add them to referral letters and other documents

Shelley Withington avatar
Written by Shelley Withington
Updated over 3 months ago

The Specialists setting allows you to add specialists for referral letters and other documents.

You can set them up in the Contacts section of Settings. Click โ€˜Create new Specialistโ€™ to open up a dropdown box, enter the required information and click โ€˜Saveโ€™.

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