Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
This Custom Process Collection brings together all custom automations for Client Management.
These custom automations have been created by the FYI team, ready to be imported to use in your practice.
What's Included
This collection includes all of the following custom automations:
| Custom Process | Description |
| Bulk Email Invite Clients to Collaborate |
Share a welcome flyer and email to all clients opting to use Collaborate. You can find out what's included for this custom process and configuration specifics after importing here. |
| Establishing a New Entity |
Auto-create the tasks and emails required when establishing a new entity for a client. You can find out what's included for this custom process and configuration specifics after importing here. |
| Offboarding a Client |
Make sure no steps are missed when a client leaves your practice. You can find out what's included for this custom process and configuration specifics after importing here. |
| Onboarding a New Client |
Auto-create emails, documents, and internal tasks for a smooth transition and excellent client experience. You can find out what's included for this custom process and configuration specifics after importing here. |
| Quarterly Report Reminders |
Send a series of emails to clients requesting information for quarterly reports. You can find out what's included for this custom process and configuration specifics after importing here. |
| Internal Reminder to Contact Client |
Send a reminder to a Partner if a client has not been contacted in 90 days. You can find out what's included for this custom process and configuration specifics after importing here. |
For practices on the Elite Plan, you have all the inclusions of Pro and the additional custom automations:
| Custom Process | Description |
| Client Satisfaction Survey |
Share a Client Satisfaction Form for clients to provide their feedback. You can find out what's included for this custom process and configuration specifics after importing here. |
| Onboarding a New Client |
Auto-create emails, documents, and internal tasks for a smooth transition and excellent client experience. You can find out what's included for this custom process and configuration specifics after importing here. Note: this replaces the Onboard a New Client custom process in Pro. |
| Update Client Details |
Share a pre-populated Form for clients to review and provide their details, automatically updating the client record in FYI. You can find out what's included for this custom process and configuration specifics after importing here. |
Importing this Custom Process Collection
To import this Custom Process Collection, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article):
- Click here to download the file used for Pro practices
- Click here to download the file used for Elite practices
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process Collection. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automations, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automations, ensure you Test the Automations. When ready, set the Status of the Automations to Active.