Success

Concepts 9

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

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Configuration 13

• Finding your business (system-wide) settings
• Setting up email
• Setting up SMS
• How to test a mailbox
• How to enable or disable the sending of email

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Quick Tours 3

• 15 minute workout
• The client list
• The planner

Navigation 6

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

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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

Working with clients and contacts 8

• 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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Working with services and jobs 1

• Conversations about jobs

Working with Inbox 20

• How Inbox works
• Saving email to a contact (or client)
• Working with conversations and labels
• Filtering and smart filters
• Bulk actions in Inbox

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Getting insights 9

• What is an insight?
• Add an insight
• Working with the Insights Builder
• Make bulk changes using insights
• Carry out bulk actions using insights

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Working with documents 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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Onboarding clients 10

• What is onboarding?
• What your prospect or client will experience
• Add a prospect
• Convert a prospect into a client
• Add an agreement

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Setting up Client Communications 0

Dashboard 1

• How to adapt and customise your dashboard

Custom Services 3

• Creating a new Service
• How can I create my own Service?
• FAQ : Will my existing jobs be updated if I change an existing service?

Getting ready for Making Tax Digital 7

• 10 Steps to MTD Readiness (for Agents)
• Tracking MTD Readiness in Onkho
• Step 1 - Tag impacted clients with MTD
• Step 2 - Create custom attribute MTD Effective Date.
• Step 3 - Create custom service MTD Readiness

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