Training videos
Xplan
- How do I create a client in my portal from Xplan (Dec 2022)?
- How do I review the integration progress with Xplan and review import data into the partner portal (Dec 2022)?
- How do I connect a client to their Xplan file within the partner portal (Dec 2022)?
- How do I Connect/Reconnect to Xplan (Dec 2022)?
- How do I trigger an import of data from Xplan to my portal (Dec 2022)?
- How do I export data to Xplan (Dec 2022) ?
Getting Started
Admin Settings
Clients
- How to export your Client list to CSV
- How do I add a To-do in the Partner Portal?
- How do I add a client group?
- 5 top tips for managing clients
- How do I ungroup clients?
- How to invite one or multiple clients to the portal