Welcome - How to Get Started
COURSE: (Re)Setup Your Foundations
REPLAYS: Group Coaching
REPLAYS: Member Audits
OTC Overviews & Resources
Global Settings
System Fields and Filters
All About Contacts
All About Templates
Docs & Document Templates
Emailing & Email Templates
Tasks & Task Templates
Date Templates
Property Table
Intake Forms
Smart Blocks & Groups
Team, Agent, & Client
OTC/Twilio Phone Number
Apps & APIs
Basic Setup Videos
X Phase 2 Setup
LAUNCHED! Course
OTC Support Content
Q2 2023

April 2023
04/13 Tips, Tricks, Troubleshoot #17
01:20 – Belinda’s Intro/The one thing
05:05 – Belinda’s question about Smartblock
10:30 – Calvert’s Intro/The one thing
12:05 – Genny’s Intro/The one thing
14:00 – Genny’s question about email signature
17:15 – Genny’s question about changing “Contact Full Address” field placeholder text
21:25 – Genny’s question about Form Conditions
26:45 – Jackie’s Intro/The one thing
29:40 – Tips, Tricks on Intake
39:15 – Calvert shares her Property Table
48:00 – Intake form discussion
58:05 – Group Discussion about Mvault & TC Business
01:06:00 – Josie shares her Clickup setup
01:18:00 – Josie shares her TC Trello Board
01:22:00 – Continuation on Josie’s Clickup
01:34:00 – Ordering/Scheduling Inspections discussion
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