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Deactivate / Reactivate a user
Assigning work to specialists in your practice
Different User Types
Resetting the password for users and clients
See all 6 articles
Changing your Practice Name and Welcome Messages
Adding your practice's logo to Senta
Setting a custom email footer
Switching on the Credas AML check feature
Integrations within Senta
IP restrict option
See all 9 articles
Importing clients & contacts
Updating existing client records with an import
Creating a form and adding fields
Adding a Checklist to a Form
The 'edit client' form
How can I use field references on forms?
How do I use dropdowns on forms?
See all 10 articles
Changing or adding to jobs
Creating a new Job
Adding tasks to Jobs
What are placeholders / merge fields?
Setting date offsets based on other tasks' completion dates
See all 20 articles
Adding note types
Creating new Services
What is the difference between Services and Automatic Services?
Adding fees fields on the services/payment tab
Clients with both weekly and monthly payroll
Adding services in bulk
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