The FYI Lounge

Date:

Every Second Thursday | 9-11am

Description:

Welcome to the FYI Lounge!

Got a question about how to get more from FYI? Drop into the FYI Lounge for a complimentary 20-minute one-on-one session with an FYI consultant. 

These focused sessions give you an opportunity to ask a specific “how do I?” question and get practical guidance, best-practice advice and recommendations for your next steps. 

Topics include:

• Templates
• Jobs
• Email AutoFile
• Time & Billing
• WIP and Reporting
• Tasks and Comments
• Collaborate
• Automations
• Forms

Come prepared with one specific topic or question so we can make the most of your 20 minutes. 

What the Lounge can help with:

Get guidance on how FYI features work, when and how to use them, best-practice approaches, available options, and feedback on something you’ve already set up. 

What it’s not designed for:

The Lounge is not a troubleshooting or implementation session. We won’t investigate technical issues, configure or build solutions on your behalf. If your question needs more in-depth assistance, we’ll point you towards the FYI service best placed to help. 

Book your complimentary 20-minute session