We’ve updated the account-level and client-level integrations pages to make connecting and managing your integrations easier and more intuitive.
So what’s changed?
Account-level integration page:
- You can now connect new integrations from this page.
- More integration management options are now available in the ellipses menu when reviewing specific connected integration accounts, including Visit Section & Remove.
Client-level integration page:
- You can now review and manage each connected account for every integration from this page.
Looking for the integrations marketplace where you can search all 80+ by category? You’ll now find it when you click to connect a new integration, both at the account and client levels.
Click
here
for a detailed walk-through of how to connect and manage your integrations at both the account and client levels.