Help Centre
Step-by-step walkthroughs based on tested product flows. Each guide includes walkthrough visuals, troubleshooting, and links to the next action so you can move from setup 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 prospects at scale and onboarding forms to collect deeper data from known clients.
Start with your first lead form, then run an onboarding invite, then standardize your onboarding flow for existing clients. This sequence aligns with the core workflows validated in product testing.