Training - Administrator home page tutorials
Training pages are here to help you get acquainted with our administrator.
If you are a bit lost on how to use the administrator you definitely came to the right place. Take a look around this page, press on the buttons that you want explained and the content section will be filled in with the appropriate data. If you are still unsure of how to perform a certain task, no worries, most of the pages come with some sort of video tutorial. You can find them on the videos page or within the content explanation itself. If you need any further explanation - let us know. We will gladly clarify any uncertainties.
Home page is usually different from one user to another. By default this page is loaded with five most commonly used actions, which are: Add New Client, Create An Appointment, Send Out Emails, Website Settings and Company Settings. You will also find the identity of your Online Company Adviser here. You can click the "Contact" link to open up a message section, where you can ask your adviser questions. Unless disabled, you will also have an access to your To-Do List right on the home page as well, just to help you remember some of the important tasks right when you log into the system. Depending on the amount of available space left you may also see system version information and some additional helpful links.
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My friend referred me to Find Your Net - you should be offering discounts for referrals as well, but I can't complaint. For $15 I get more than I have ever expected. I'm looking forward to both of our companies prospering together through the future.
Frequent Questions
How do I cancel my account?
You can simply stop your recurring payment and our system will be updated with your cancellation request - however we'd always love to hear the reason why you are leaving, so that we can improve our performance. Simply send us an email and tell us your username and the reason for leaving. We thank you for your business!
