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<title>Home - All Categories - Wylie Help Documents and Videos  - Using Wylie  </title>
<link>https://help.wyliebiz.com/category.php?id=4</link>
<description>This RSS Feed contains Articles of Category in the knowledge base. You can click on the title to view its content. Powered by PHPKB (https://www.phpkb.com)</description>
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										<guid>https://help.wyliebiz.com/article.php?id=76</guid>
										<title>Digital Documents - How to Complete and Send</title>
										<link>https://help.wyliebiz.com/article.php?id=76</link>
										<description><![CDATA[Document Viewing &amp; Sending Guide Â  This guide outlines how to view and send documents in the system, either automatically, manually, or without an appointment. If you have a specific use case not covered below, please reach out for further assist...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=9</guid>
										<title>Payment Processing with WyliePay</title>
										<link>https://help.wyliebiz.com/article.php?id=9</link>
										<description><![CDATA[]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=12</guid>
										<title>Email Templates</title>
										<link>https://help.wyliebiz.com/article.php?id=12</link>
										<description><![CDATA[]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=48</guid>
										<title>Why do I want Wylie&#039;s built-in Zoom Feature?</title>
										<link>https://help.wyliebiz.com/article.php?id=48</link>
										<description><![CDATA[ ]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=11</guid>
										<title>Digital Documents</title>
										<link>https://help.wyliebiz.com/article.php?id=11</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=18</guid>
										<title>Packages</title>
										<link>https://help.wyliebiz.com/article.php?id=18</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=53</guid>
										<title>Selling Packages</title>
										<link>https://help.wyliebiz.com/article.php?id=53</link>
										<description><![CDATA[From the Sales Register:  Go to the Sales Register. Click on the Packages button just above the cart - then select the arrow icon to drop the package into the cart. Note that you can sell more than one package at a time - also note that although you ...]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=14</guid>
										<title>Inventory Management</title>
										<link>https://help.wyliebiz.com/article.php?id=14</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=8</guid>
										<title>Appointment Scheduler</title>
										<link>https://help.wyliebiz.com/article.php?id=8</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=13</guid>
										<title>Financial Reporting and Analysis</title>
										<link>https://help.wyliebiz.com/article.php?id=13</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=7</guid>
										<title>Accounts Receivable</title>
										<link>https://help.wyliebiz.com/article.php?id=7</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=15</guid>
										<title>Invoicing/Billing</title>
										<link>https://help.wyliebiz.com/article.php?id=15</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=10</guid>
										<title>Client Management</title>
										<link>https://help.wyliebiz.com/article.php?id=10</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=1</guid>
										<title>Selling Online</title>
										<link>https://help.wyliebiz.com/article.php?id=1</link>
										<description><![CDATA[Learn how to add your own store to your website and/or social media.]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=51</guid>
										<title>Editing an Existing Package</title>
										<link>https://help.wyliebiz.com/article.php?id=51</link>
										<description><![CDATA[Editing an existing package is quite easy.  Navigate to the Create Packages page - go to Sales in the main menu, then choose Create Packages. Select the Packages button at the top of the cart.    Choose the arrow icon beside the package to be edited ...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=50</guid>
										<title>Creating a Package</title>
										<link>https://help.wyliebiz.com/article.php?id=50</link>
										<description><![CDATA[Packages are bundled products and/or services that are dispensed to the client over time. A good example would be, you will be providing the client with certain products and services every week for the next 8 weeks, and you are calling it the New Cli...]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=16</guid>
										<title>Managing Products and Services</title>
										<link>https://help.wyliebiz.com/article.php?id=16</link>
										<description><![CDATA[]]></description>

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										<guid>https://help.wyliebiz.com/article.php?id=82</guid>
										<title>Auto-billing - Recurring Service</title>
										<link>https://help.wyliebiz.com/article.php?id=82</link>
										<description><![CDATA[Step 1: Create a preorder which includes the products, services, and or packages you wish to sell on a recurring basis.  Navigate to the sales register in Wylie. Add all the items you wish to include in the recurring charge to the cart. Select &#039;...]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=17</guid>
										<title>Online Booking</title>
										<link>https://help.wyliebiz.com/article.php?id=17</link>
										<description><![CDATA[]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=62</guid>
										<title>Handling eGift Cards</title>
										<link>https://help.wyliebiz.com/article.php?id=62</link>
										<description><![CDATA[Selling eGift Cards Online:  Reach out to Wylie to set up your egift cards, then they will provide the best way to connect your Wylie online store to your website or what link to provide to your client if you are not using a website.Â  When a client g...]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=81</guid>
										<title>How to Create a Wylie App Account</title>
										<link>https://help.wyliebiz.com/article.php?id=81</link>
										<description><![CDATA[How to Create a Wylie App Account: You should have received an invitation by email from your clinic with the subject "Invitation to use our mobile app", where you will be prompted to follow a link to register an account. In the email, follow the firs...]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=49</guid>
										<title>Introducing Automated Email Sending</title>
										<link>https://help.wyliebiz.com/article.php?id=49</link>
										<description><![CDATA[ ]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=80</guid>
										<title>How to Send a Wylie Client App Invitation</title>
										<link>https://help.wyliebiz.com/article.php?id=80</link>
										<description><![CDATA[How to send your client an invitation to use the Wylie client app:  Go to your client list in Wylie by selecting the &#039;Patients&#039; menu (your menu may also be labeled &#039;Clients&#039; or &#039;Customers&#039; depending on your settings), th...]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=90</guid>
										<title>How to Reconnect My Zoom Account</title>
										<link>https://help.wyliebiz.com/article.php?id=90</link>
										<description><![CDATA[Follow the steps below to reconnect your Zoom account in Wylie. 1. In Wylie, select the &#039;Settings&#039; menu, then &#039;Integrations/plugins&#039; and choose the &#039;Zoom&#039; integration option.  2. Select the &#039;Disconnect Zoom account&...]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=92</guid>
										<title>How to Merge Duplicate Customer Accounts</title>
										<link>https://help.wyliebiz.com/article.php?id=92</link>
										<description><![CDATA[  Select &#039;merge duplicate customer&#039; (or patient/client) button at the top of the customer table.Â    In the first field start typing the name of the customer account you want to keep (name, email, phone numbers).    It is often helpful to no...]]></description>

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<item>
										<guid>https://help.wyliebiz.com/article.php?id=91</guid>
										<title>How to Process a Refund</title>
										<link>https://help.wyliebiz.com/article.php?id=91</link>
										<description><![CDATA[Note: If the transaction was done less than 24 hours ago, you can only void the full original transaction amount. Which involves doing all of the same steps below, however, in the very last step, you will only be able to apply the refund to the full ...]]></description>

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