How to Create Pipelines and/or Edit

How to Add Team Member

Add a new team member to your account with administrative access.

How To Delete And Merge Contacts

Delete or merge contacts in your dashboard efficiently.

How To Import Patient List

Import your patient list into the system using a CSV file.

Use Snippets Feature

Create and use Snippets for quick responses in Conversations.

Create Social Media Posts

Create and schedule social media posts effortlessly within the system.

How to Use Blocking Feature In The Calendar

Block off dates for providers or staff members in the calendar.

Update Voicemail Greeting

Replace your voicemail greeting with a new audio file.

Block Spam Calls

Block spam calls within the Digital Guardians system.

Find Your Digital Wallet

Locate your digital wallet and view transaction details in the system.