Workshop Date:March 23, 2023
Presenter:Lori Muñoz
Title:Drop & Go vs TRS: Which To Use & When



This workshop highlights two features that can be used to provide clients with DIY access to adding / updating contacts and sending messages without needing to sign-in to the full account. 



Agenda:

  • What is Drop & Go?

  • What is the TRS (Text Reminder System)?

  • Best Client Types

  • Account Set-Up Questions

  • Q&A




 Watch: Workshop 17 - Drop & Go vs TRS: Which to Use & When






Slide Images are listed below in presentation order. 


PowerPoint and PDF versions of the presentation are attached to this article.