Skip to main content
LEARNING RESOURCES
WEBINARS
Help Centre
Submit a request
Sign in
FYI
Getting Started
Starting your 30-Day Free Trial
Starting your 30-Day Free Trial
Prerequisites for using FYI in your Practice
Setting up your Trial Account in FYI
FYI Welcome Screen
Your Default Settings
Install the FYI Outlook and Office Apps
Connecting to your Practice Management software
Default Automations
Stay Up-To-Date
Events
We host a range of product demos, training webinars, workshops and more. There's something for everyone.
Service Status
Check for updates on the FYI Platform
What's New
Round-up of new features, fixes, and other important announcements.
Return to top
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01HZEE3H9ZBCSG0MXQA93Q81XS
Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01HZEE3HQM90BN9GA7TV51B618
Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01HZEE3J6ZV370P63N1KBS4EKA
Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01HZEE3JR3YR7K05FC4VF5F54B
Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01HZEE3K7R5FX3XXZ3CN9PRJM4
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Automation, Elite, Tasks