Product Overview Tour

Why This Matters

Sometimes the best way to learn a new system is to see it in action. This quick video tour shows you the main features of AllClients, how they work together, and what you can accomplish. Whether you're brand new or just want a refresher, this overview will help you understand what's possible and where to start.

What You'll Learn

This video covers the essential features and shows you how to navigate AllClients with confidence. You'll see:

The Dashboard — Your home base for tracking leads, tasks, and activity

Contacts — How to view, search, and manage your contact database

Email — Sending campaigns and tracking engagement

Automation — Setting up workflows to save time

Landing Pages — Capturing new leads automatically

Calendar & Tasks — Staying organized with appointments and reminders

Settings — Customizing the system to fit your business

By the end of this tour, you'll understand how AllClients helps you stay organized, communicate consistently, and never miss a follow-up.

Watch the Tour

🎥 AllClients Product Overview (3 minutes)

Prefer a deeper dive? We also have a longer walkthrough that covers features in more detail. Contact support if you'd like access to extended training videos.

After Watching

Once you've seen the overview, you'll be ready to dive in and start using the system. Here's what to do next:

1. Import Your Contacts — Bring your existing list into AllClients

→ Setup: Import Your Contacts

2. Set Up Email — Configure your sending domain for marketing emails

→ Setup: Email Sending Domain

3. Explore Features — Try the tools that fit your business best

→ Quick Start Guide

Questions and Answers

Q: How long is the video?

A: The overview video is approximately 3 minutes. It covers the main features without overwhelming you with details.

Q: Is there a longer, more detailed video?

A: Yes. We have extended training videos available. Contact support or check the Help Docs for additional video tutorials on specific features.

Q: Can I watch the video again later?

A: Absolutely. This video is always available in the Getting Started section of the knowledge base. You can revisit it anytime.

Q: Do I need to watch the entire video before using the system?

A: No. The video is optional and designed to give you a quick overview. You can jump right in and start using AllClients, then watch the video later if you want a broader perspective.

Q: Are there videos for specific features?

A: Yes. Many articles in the knowledge base include short videos that demonstrate specific tasks. Look for the video icon in articles throughout the help system.

Q: Can I share this video with my team?

A: Yes. Anyone on your team can access this video from the Getting Started section. It's a great way to onboard new users.

Guide Type: Getting Started

Estimated Time: 3 minutes (video viewing)

Next Guides: Quick Start Guide, Navigating the System, Understanding Your Dashboard