May 2024
What's in this article?
How-to Videos for Setup and Onboarding
Facilitate quicker adoption and a deeper understanding of Anchor's functionalities with our newly added how-to videos! New users and even new team members can benefit from these resources to ensure they can leverage the full potential of Anchor.
Manage QuickBooks Sync Directly from the Service Page
We're enhancing the way you manage your QuickBooks Online (QBO) integration. Now, when you're creating a new service or editing an existing one in the Services Library, you can map it directly to the corresponding service in QBO, ensuring your accounts stay aligned and up-to-date.
Agreements: Customizable Termination Messages
Now, when you end an agreement, you can customize your termination messages to suit the situation. Whether adjusting terms or concluding services, ensure your messages are clear and considerate.
Simply click 'Terminate Agreement', and then check the box for 'Notify my client of this action', and we'll provide an email template for you to personalize.
