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Our new help chat bot

We have put a new feature into our product, a chat bot to help you to use the product more efficiently, to save you time and get you back to doing what you are good at, helping your clients.

If you want to try out the chat bot video then have a look at the bottom of your screen for the question mark.

The chat bot will then give you instructional videos relevant to your questions.

Let us know what you think, we love getting feedback. Are there some other topics you would like covered?


Would you like to receive other instructions regarding new or existing features, and tips on how to use the product to save you time? Sign up to our email list for current users by clicking here.

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