INTRODUCTION
Feature Summary: The Setup Guide walks organizations through essential settings.
Uses Cases: From court setup to membership management, the Setup Guide can help system admins optimize operations. It can be viewed in Trial mode and with an active subscription.
Click here to view the Setup Guide.
OVERVIEW
While in Trial, organizations can find the Setup Guide at the top of the sidebar menu.
If an organization subscribes to CourtReserve, an info box appears. From this info box, organizations can hide the Setup Guide.
If an organization hides the guide, system users can find it under Settings > Organization Settings > Setup Guide.
The Setup Guide has 12 sections. Each section has a checklist of recommended tasks.
