Training Your Team

FYI offers a complete learning journey for your practice, designed to help your team get up and running and learn how to use FYI like a pro.

Our blended learning approach is designed to help you get the most out of FYI, and includes the following resources:


Our suite of eLearning courses is delivered inside the FYI platform. The self-guided courses include everything you need to know when starting out as a new user or administrator with FYI.

To get started, refer to FYI Learn.

Learn for New Users

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Learn for FYI Admins


Prework for New Users & Sample Clients

We understand the importance of maintaining the integrity of your client information, and we also understand how important it is for your team to get hands-on with FYI as soon as possible.

To support your learning journey we have delivered 'Prework for New Users' to your FYI platform, consisting of interactive exercises using a set of sample clients. This will allow users to get hands-on, creating documents and sending emails to sample clients before going live.

It is recommended that Prework is completed in the week leading up to Go Live.

The sample clients can be switched off at any time. Ask your FYI Admin for more information.

Note: Prework is available for FYI Pro and Elite Plans only

To get started, refer to Prework for New Users.


Live Q&A Training


A live and personalised training session for your team delivered via Zoom. This session has dedicated Q&A time as well as typical scenarios your team will encounter when starting out with FYI.

It is recommended that this session is delivered within 2 weeks of your team going live with FYI and can be scheduled to coincide with your Go Live Day.

The Learn for New Users and Learn for FYI Admin eLearning courses are are a pre-requisite for this session.

Learning Resources & Masterclasses

The FYI Help Centre provides a range of OnDemand training videos, masterclasses and workshops for FYI users.

To explore our growing library of resources, refer to the section Learning Resources.

Advanced Learn Courses

Additional Learn courses designed to support your ongoing journey with FYI.

Explore the available courses when you are ready to start getting more out of FYI, such as Collaborate and Workflow.

For more courses, refer to Learn.



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