How to See Reports, Text and add Quick Launch Homescreen Buttons.
Always Start at ACCOUNT
to update or change
a record or template.
On ACCOUNT
menu section you can
view REPORTS.
Once you have created your
Preset templates, Business
information and Survey
links you are ready to TEXT.
Click on TEXT from the Menu
at the top.
Enter a Cell Phone
number to text to.
Choose a Preset Template.
Enter a NOTE we email
to you.
Click Submit.
Add quick launch button
to Home Screen of phone.
On Android, click the line
of dots in upper right
hand corner.
On Android choose
"Add to homescreen."
Add Quick Launch button
on iPhone homescreen.
Click Arrow coming out
of box at bottom of screen.
Choose Add to Home
Screen option.
