Account and Business
Set up your practice, users, email, and payments so OnboardMe is ready to use.
- Getting Started
- Send emails with your business email (Microsoft)
- Manage Business Details and Setup Payments
- Add, edit or remove users
- Setup or Manage Automated Reminders
- Activate Microsoft Single Sign-On
- Pinch Payments - Setup a new Pinch Account
- Pinch Payments - Link your existing Pinch Account
- Setting up and configuring OnboardMe
- Who receives incoming notification emails
- Customise the menu