Briostack Support Videos

Onboarding:

• Onboarding 1 – Account Setup
• Onboarding 2 – Customers and Billing
• Onboarding 3 – Scheduling
• Onboarding 4 – Servicing

Data Review:

• How to Review Platinum Data

Course Selection:

• Brio University 1 – Admin & Setup
• Brio University 2 – Customers & Billing
• Brio University 3 – Scheduling
• Brio University 4 – Servicing
• Brio University 5 – Commercial Accounts

Find Customers:

• Universal Search
• Universal Search Quick Actions

Multiple Open Appointments

• Multiple Open Appointments Introduction
• Multiple Open Appointments Behavior
• Rescheduling with Multiple Future Open Appointments

Bulk Mover:

• Rain and Sick Day Management

New Reports:

• Station Trend Report
  

• Closing Accounting Periods
• Historical Aging
• Edit Statement Default Length
  

Discounts:

• Create New Discount
• Add Discount in Brio Office
• Add Discount in Brio Tech

Prepayment Campaigns:

• Making Payment In Portal
• Accepting Payment Through Brio Office
• Creation and Review

• Brio Sales – Building and Managing Sales Areas
• Brio Sales – Sales Rep Review
• Brio Sales – Create New Office

• Options to Enable Tax Database
• Tax Database Overview

Reviews:

• How to Disable Customer Reviews

• Services/Appointment Summary
• Main Screen Appointment Summary
• Signing For A New Agreement
• The Appointment Process
• Payment Screen
• Tasks/Notes/Communications
• Settings
• Skipping/Deferring A Service
• Service Stations
• Tech Scheduling Options
• Tech Review Screen
• Add Ons
• Update Geocode