Upgrading to FYI Elite has been designed to be a seamless experience, with our comprehensive Onboarding Wizard to step you through the process. Plus, we go the extra mile with our Onboarding Services, where a dedicated FYI Consultant will personally guide you through the upgrade to Elite.
This 45-minute webinar covers how to use the onboarding wizard to upgrade to Elite, steps to migrate your WIP to FYI and considerations for Job Management with new, enhanced features available on the Elite Plan.
Click below to play a full recording of the webinar:
Your Action Plan for Onboarding to Elite
- Step 1 - Review and complete all setup steps for your Elite Onboarding Wizard. If you'd like assistance to upgrade and complete your onboarding, our team are here to help with our dedicated Elite Onboarding Services.
- Step 2 - Take advantage of Elite's job management features, using our Info Guide for Job Type, learn how you'll manage your jobs moving forward with Elite.
- Step 3 - Consider Converting Standard Jobs to Workflow Jobs, where appropriate, and link them to Billing Jobs. You can use Automation to do this in bulk where relevant, refer to Automatically Bulk Update Job Type from Standard to Workflow Job.
- Step 4 - Learn about all the new Elite features with our dedicated Learning Path: Practice Management with FYI.
Want to find out more about Elite, check out our Elite Info Hub.
Looking to onboard to Elite? Our team are here to help with our dedicated Elite Onboarding Services.