Learning
The onboarding course, and occasional live sessions
Every account includes a short, self-paced onboarding course. Alongside it, informational webinars are held periodically to walk through specific ways small practices organize client work.
Inside the onboarding course
Four short modules, each designed to be completed in a single sitting of ten to fifteen minutes.
Setting up your first clients
Adding contact records, importing an existing list from a spreadsheet, and organizing clients into simple categories.
Logging notes and history
Where to record meeting notes, how to attach files, and how the activity feed keeps a chronological record automatically.
Reminders and follow-ups
Setting simple reminders tied to individual clients, and reviewing a weekly list of who needs attention.
Building a weekly habit
A short routine for reviewing the client list once a week, so the system stays current without daily maintenance.
Live sessions
Periodic informational webinars
Beyond the built-in course, occasional live webinars are held to walk through specific topics in more depth, such as organizing a client list during a busy season or structuring notes for recurring engagements. These sessions are informational, not sales presentations, and questions are welcome throughout.
Upcoming sessions are listed below. Recordings of past sessions are made available to registered accounts afterward.