The Help Center is your go-to place for finding articles and videos for using the system.

The Help Center can be accessed in most spots throughout the system, including in dialogs by pressing the "?" button (top right)

Or by clicking "Help Center" at the bottom left in the navigation sidebar.

Using the Help Center

  • You can search for terms such as "document footer", "appointment rule" to help find useful articles.

  • The Help Center is contextual. So if you're stuck when creating a client (for example), the Help Center will provide you with relevant articles.

  • If you'd like to talk to us directly, the "Live Chat" button can get you there.

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