Adding Attend Behavior: Customer Guide
Instruction | Description | Good To Know |
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Company Permissions | In order to view the Attend Behavior feature, a staff member must have the “Access Attend Behavior” permission given to them at either the role level or the staff member level: Role Level:
Staff Member Level:
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Attend Behavior tab | In client>client info, a new tab will be visible for Attend Behavior once permissioned for staff
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Client Demographics Checkbox | In the client demographics page, there will be a new “Attend Behavior” checkbox
If Attend Behavior has never been accessed through the client’s page, the checkbox will be empty
If Attend Behavior has been accessed through the client’s page, there will be a check in the checkbox, to track which clients the Attend Behavior feature is being used for
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Demo Access | Create a demo account for Attend AFTER you enter Attend’s site by selecting “Create Demo” from the dashboard
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Demo/Attend Training | Learn how to use Attend and create a Demo account from the “training” tab within Attend |
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Tips for 1st Client/Use |
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