Scheduled Emails allow you to automate communication to your customers, which saves you time and increases the likelihood of customers completing desired tasks like medical forms, balances due, or even re-enrollment. View how powerful scheduled emails can be during the summer – as well as the rest of the year – by watching the recording […]
Summer Prep Webinar Series: Attendee Check-In
The Attendee Check-in feature is a powerful tool to make life easier for you and your attendees! Check out the recording below: For additional information on this topic, you can also review the article on How do I check-in Attendees
Learn about Idea Board and sign up for the next Webinar
Introducing Idea Board We have added a new section to the Support Site called Idea Board to gather your ideas and feature requests. This is a great place to add your input and see what other users are requesting. Your feedback helps us make CircuiTree better. Features include: Add ideas and feature requests Vote and comment […]