Use Jumpstart to Learn the Basics of AllClients

Jumpstart helps you learn how to use AllClients in small steps. There are 5 chapters with videos to show you what to do.  If you are new, the Jumpstart widget will be on your Dashboard and is ready for you to use.

You can access the Jumpstart training here: https://allclients.com/jumpstart/, or from a widget on your Dashboard.

1. If you don't see the widget, add the Jumpstart Widget to your Dashboard.

  2. To add the widget, from the Dashboard, right-click and choose Customize This Screen.

3. Click Add Widget.

4. Choose to Add the Jumpstart Widget and click Add.

5. Drag and drop the Jumpstart Training widget if you would like it in a different part of your Dashboard. Click Done.