Canopy University

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Set up your Canopy Admin Account
Set up your Canopy Admin Account
Set up your Canopy Admin Account

About the Course

Course Categories

Admin
Beginner
Course Progress
Not started
Enroll
Course Outline
  1. Get Started in Canpy
    1. Logging Into Canopy
    2. Enter the Home Page
    3. Using the Global Navigation Bar
    4. Selecting the Global + Button
  2. Set up Firm and Practitioner Info
    1. Accessing Account Settings
    2. Entering Firm Information
    3. Entering Practitioner Information
  3. Customize Your Firms Branding
    1. Add a Custom Domain and Custom Links
    2. Create a Custom Logo
    3. Select a Custom Branding Color
    4. Customize the Client Login Page
  4. Manage Billing Settings
    1. Set up Invoice Settings
    2. Add Service Items and Billing Rates
    3. Set up Canopy Payments
course
Set up your Canopy Admin Account
Set up your Canopy Admin Account
Course Progress
Not started
Enroll

About the Course

Course Outline
  1. Get Started in Canpy
    1. Logging Into Canopy
    2. Enter the Home Page
    3. Using the Global Navigation Bar
    4. Selecting the Global + Button
  2. Set up Firm and Practitioner Info
    1. Accessing Account Settings
    2. Entering Firm Information
    3. Entering Practitioner Information
  3. Customize Your Firms Branding
    1. Add a Custom Domain and Custom Links
    2. Create a Custom Logo
    3. Select a Custom Branding Color
    4. Customize the Client Login Page
  4. Manage Billing Settings
    1. Set up Invoice Settings
    2. Add Service Items and Billing Rates
    3. Set up Canopy Payments

Course Categories

Admin
Beginner