Help Centre
Step-by-step guides for every stage of your client workflow. Each guide includes visuals, troubleshooting, and links to the next action so you can move from your first enquiry to client-ready faster.
Create a public lead capture form, share it, and turn responses into qualified leads in your client pipeline.
Generate an onboarding questionnaire link from a client profile, collect a completed response, and review readiness before training starts.
Take a client already in your list through profile checks, onboarding invite, questionnaire completion, and review-ready status.
Use lead forms to capture new enquiries at scale and onboarding forms to collect deeper information from clients who are ready to start.
Start with your first lead form to capture new enquiries, then send an onboarding questionnaire when a client is ready to start, then build a consistent process for all your existing clients.