Video Tutorial Library
Why This Matters
Some people learn best by watching. We've created over 100 video tutorials that walk you through every feature in AllClients step by step. Whether you prefer visual learning, want to see a feature in action before trying it yourself, or just need a quick refresher, these videos are here to help.
Many articles in our knowledge base include embedded videos, but this library gives you one place to find all our video content organized by topic. Browse by feature area, or start with our essential videos for new users below.
Access the complete video library: You can browse all 100+ videos organized by category at AllClients Video Tutorial Library. Use it anytime you need visual guidance on any feature.
Essential Videos for New Users
If you're brand new to AllClients, start with these tutorials. They cover the fundamentals you'll need in your first week.
Getting Started
🎥 Product Overview Tour (3 minutes)
See the main features and how they work together in this quick visual tour.
🎥 Navigating the System (2 minutes)
Learn how to move through AllClients efficiently and find what you need.
🎥 Understanding Your Dashboard (2 minutes)
Explore your home base and learn how to customize it for your workflow.
🎥 Understanding the Contact Card (2 minutes)
Get a complete walkthrough of where everything lives on a Contact Card.
Working with Contacts
🎥 How to Add a Contact (3 minutes)
Learn how to create new contact records one at a time.
🎥 How to Import Contacts (2 minutes)
Bring your existing contact list into AllClients quickly and accurately.
🎥 Using Tags to Organize Contacts (2 minutes)
Master the flexible labeling system that powers targeted communication.
🎥 Understanding Categories and Sources (2 minutes)
Learn how to classify contacts using Categories and track where they came from with Sources.
🎥 How to Find and Search Contacts (1 minutes)
Discover all the ways to locate contacts quickly, from simple searches to complex filters.
Questions and Answers
Q: Are the videos available in the knowledge base different from the external library?
A: No. The videos embedded in knowledge base articles come from the same library. This page just gives you one place to browse all videos by topic.
Q: How long are most tutorials?
A: Most tutorials are 3-8 minutes long. We keep them focused on one specific task or feature so you can find exactly what you need without watching long presentations.
Q: Can I share videos with my team?
A: Yes. All videos are accessible to anyone with an AllClients account. You can also share links to the external video library with team members.
Q: Do I need to watch videos in order?
A: No. Videos are organized by topic and feature, not sequential order. Watch whatever you need help with. That said, the "Essential Videos for New Users" section above provides a good learning path for beginners.
Q: Are videos updated when features change?
A: Yes. We regularly update videos to reflect the current interface and features. If you notice a video that seems outdated, let our support team know.
Q: Can I download videos to watch offline?
A: Videos are designed to be streamed online. However, you can access them anytime from any device with an internet connection.
Q: Are there videos for advanced features too?
A: Yes. While the "Essential Videos" section focuses on new users, our complete library includes tutorials for advanced automation, complex workflows, integrations, and power-user techniques.
Q: Do videos have captions or transcripts?
A: Many videos include transcripts in the knowledge base articles where they're embedded. Check the article text below the video player for written transcripts.
Guide Type: Getting Started
Estimated Time: 5 minutes (to browse) + video viewing time
Next Guides: Quick Start Guide, Getting Help and Support, Product Overview Tour