Guided setup

A short walkthrough covering your priority workspaces, then you import participants and staff with a template.

Your progress checklist

Step 1Book a 20-minute walkthrough of your priority workspaces.
Step 2Import participants and staff using the provided spreadsheet template.
Step 3Set roles for your team (admin, moderator, user) and confirm access.
Step 4Pilot invoicing and progress notes for one fortnight, then roll out to the whole team.

Progress is saved on this device only.