Use the links below to launch any tour instantly.
New User Tours
(For accounts created on or after Dec 21)
New User Tour
Select a Service
Document a Session
Record a Session
Save a Client
Finalize a Document
Open Client Face Sheet (Shortcut)
Show Treatment Plan
Legacy User Tours
(For accounts with Templates enabled)
Go to Services
Document a Session
Record a Session
Notes
Tours open directly inside the application.
Some tours only appear if your account has the required features (e.g., Templates, new account flow).
You can run tours anytime and as many times as you want.
