Success

Concepts 6

• Clients and Contacts
• Services and Jobs
• Planned Dates vs Due Dates
• Insights
• Activity Feed

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Quick Tours 3

• 15 minute workout
• The client list
• The planner

Navigation 5

• Introduction
• Left Hand Menu
• Top Bar
• Shortcuts Bar
• Help Menu

Setting up your business 0

Importing Clients and Contacts 10

• Why import your clients?
• What goes into the Client import file?
• Example: Import a company and its Directors using registration number only
• FAQ: Can I change the order of columns in my import file?
• FAQ: Can I delete the columns that I don't need or use in my import file?

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Getting help 3

• The Customer Success team
• Business hours
• Getting help straight away

Setting up clients 6

• Types of client
• What's in a name?
• Add a client
• Add a client from Companies House
• Add a Service to a Client

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Offering services 0

Planning jobs 0

Getting insights 1

• Example : Find clients you can sell more services to

The document portal 10

• What is the document portal?
• All about folders
• How to add documents to a folder
• How to create a folder
• How to delete a folder

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Dashboard 0

Custom Services 2

• Creating a new Service
• How can I create my own Service?