Helpdesk Knowledge Base · Petly Plans · Cornerstone · Setup & Configuration
Training video: Setting up Petly Plans within Cornerstone
Ready to set up Petly Plans for plan management success? This training tutorial walks you through the steps to set up wellness plan (WP) invoice items in Cornerstone 8.6 NEXT and covers additional tasks including creating classifications and plan discounts.
What this tutorial covers
1
Setting up wellness plan (WP) invoice items in Cornerstone 8.6 NEXT
2
Creating classifications for wellness plan items
3
Creating plan discounts for Petly Plans members
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