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Account & Subscriptions

Account management, adding team members, subscriptions, and more.

  • How to View Billing History (Get a Receipt)
  • IntakeQ and GDPR
  • IntakeQ Facebook Community
  • Integrate IntakeQ with Dropbox
  • Multiple Practitioners
  • Plan Form Limits
  • Referral Program
  • Restricting Access Using IP Address
  • RevolutionEHR Integration
  • Set Booking Calendar as Default Sign in Page
  • Setting User Permissions
  • SMS Pricing and Limits
  • Task Management
  • Team Messaging
  • Transferring Data Between Practitioners
  • Two-Factor Authentication (2FA)
  • Update Your Name and/or Email Address
  • Upgrading Your RevolutionEHR Integration
  • Vanity URLs
  • What is the Difference Between an Assistant Account and a Practitioner Account?
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Categories

  • Getting Started
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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