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Always Start at ACCOUNT
to update or change
a record or template.
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On ACCOUNT
menu section you can
view REPORTS.
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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.
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Enter a Cell Phone
number to text to.
Choose a Preset Template.
Enter a NOTE we email
to you.
Click Submit.
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Add quick launch button
to Home Screen of phone.
On Android, click the line
of dots in upper right
hand corner.
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On Android choose
"Add to homescreen."
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Add Quick Launch button
on iPhone homescreen.
Click Arrow coming out
of box at bottom of screen.
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Choose Add to Home
Screen option.
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