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Deactivate / Reactivate a user
Assigning work to specialists in your practice
Different User Types
Changing your Practice Name and Welcome Messages
Adding your practice's logo to Senta
Setting a custom email footer
Integrations within Senta
Date format display change
Importing clients & contacts
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 17 articles
Adding note types
Creating new Services
What is the difference between Services and Automatic Services?
Clients with both weekly and monthly payroll
Adding services in bulk
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