FYI Elite simplifies the management of your clients and employees, centralising data inside FYI for not only instant access, but also the ability to leverage the automation engine to automate your client and employee management for a seamless experience.
This 45-minute webinar covers how to manage clients and employees with FYI Elite.
Topics include:
- Adding Clients and managing Employees, including merging clients to employees.
- New User Group permissions to ensure correct access to manage both client and employee data.
- Automate your Employee and Client management processes with Automations.
Click below to play a full recording of the webinar:
Your Action Plan to effectively manage Clients & Employees
- Step 1 - Review your employees, and where relevant, merge clients to employees.
- Step 2 - Review and update User Group Permissions for Client and Employee Management.
- Step 3 - Automate your Employee & Client Management processes, check out our Automation Library to get started.
Useful Links & Resources
For more ways to automate your practice management, explore our Automation Library, where we have common processes pre-built to get you started. We also have our dedicated consulting service if you need support to automate your processes.
Looking to implement Best Practice for the Elite Plan? Our team is here to help with our dedicated Elite Best Practice Service.
Don't forget, you can learn about all the new Elite features with our dedicated Learning Path, Practice Management with FYI.