Training
Step 1: Getting Started
- Navigating and learning from built-in demo cases
- Manually adding or inviting new clients via email
- How to build the Current Plan
- Introducing scenarios to model clients real life questions
- Introducing customization settings for numbers and visuals
Step 2:
Basic Training
Build - Pt. 1
The Current Plan
Learn how to create a client and then build their current plan to create a baseline.
Build - Pt.2
Scenarios
Learn to create 1 or more Scenarios and how to control their how they're used.
Engage
the Client
Learn how to use pages to engage the client with presentation or online portal
Customize
Plan & Process
Learn to customize the plan with integrations and many other planning options.
Get Notified of New Stuff
CUSTOM JAVASCRIPT / HTML
