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Knowledge base
Getting started
Concepts
9
Clients and Contacts
Prospects
Activity Feed
Services and Jobs
Planned Dates vs Due Dates
See all 9 articles
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
See all 13 articles
Quick Tours
3
15 minute workout
The client list
The planner
Navigation
6
Introduction
Left Hand Menu
Top Bar
Shortcuts Bar
Help Menu
See all 6 articles
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?
See all 10 articles
Using Onkho day to day
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
See all 8 articles
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
See all 20 articles
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
See all 9 articles
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
See all 10 articles
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
See all 10 articles
Setting up Client Communications
0
Make Onkho fit your business
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?
Recommended practices
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
See all 7 articles