Setting up your Trial Account in FYI

Setting up a trial account for FYI is simple. There’s nothing to install locally and no credit card or direct debit details are required.

To use FYI:

  • You must have a Microsoft 365 account, with emails hosted through Microsoft Exchange Online (as part of Microsoft 365).
    Note: FYI does not support hybrid environments and requires emails to be solely hosted through Microsoft Exchange Online. Refer to Prerequisites for using FYI in your Practice

  • Microsoft 365 Business Standard is the recommended license required. This allows FYI users to be able to edit documents from FYI using the desktop versions of Office or Outlook and ensures full integration with FYI.

Signing up for a Trial

Here's how to set up your trial account in FYI:

  1. Visit https://fyi.app/get-started/ and click on the Start a 30-day free trial button.
  2. You will be directed to a new page with details on the trial. Click Get Started.
  3. The FYI Bot will open, and ask a few short questions to obtain the details required to set up a trial. Click Next to begin.
  4. The bot will ask for confirmation that you have a current Microsoft 365 Business Basics or Standard subscription. Click Yes.
  5. Accept the Terms of Use and Privacy Policy by clicking Yes.
    Click the links to view the Terms and Privacy Policy in a new tab.
  6. Enter an Email Address.
    This account will be used to create the FYI Admin account and for billing purposes. You can update these details in the future. 
  7. Enter your First and Last Name.
  8. Finally, enter your Practice Name.
  9. The FYI bot will confirm all the details are correct. Click Submit to proceed.
  10. Your trial account will be created, and once complete, you will be sent an email confirmation with login details.
    Note: If you don't receive an email within a few minutes, please check your spam folder. If you don't receive the email, or need the details resent, please contact support@fyi.app
  11. Click the in the bottom right-hand corner of the screen to close the bot. You can continue to navigate around the FYI site while your trial site is being prepared.

Once your trial is ready you will receive an email confirmation, and you will be directed to log in to your new trial site. Refer to FYI Welcome Screen.

As part of the Onboarding process, you will be able to connect your chosen Practice Management integration. Refer to Connecting to your Practice Management software.

Before Using FYI

Before you begin using FYI, please make sure that you complete the following additional set-up tasks:

  1. Add the FYI Add-ins for Office and Outlook.
  2. Optimise your Computer for use with FYI.

Refer to the articles in the section Before you Begin.

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