Improved Agency Auto Setup | Changelog

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  • eCourtDate Help Team
  • Created: 2025-01-17 14:11:42
  • Status: production

We've improved the Agency Auto Setup. When setting up a new agency, this tools automatically configures the following agency configuration:

  • Set general settings, including languages and business hours
  • Creates one location
  • Imports sample Flows and Auto Messages
  • Creates messaging Reports
  • Creates event, payment, and client statuses
  • Activates Agency Phone by area code
  • Activates Agency Email address
  • Activates a Web Portal

Example Auto Setup Agency

 

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