Client Informatics Support Portal

Welcome to the Client Informatics support portal. Here you'll find our training and support videos for the fastest help.

Still need help?

Click the Submit Support Ticket button and our team will help get you back on track as quickly as possible.

New Client Orientation

The Orientation video series is designed to help you become familiar with the Client Informatics system and the features that can elevate your business to the next level.

Watch the orientation videos
These videos go into greater detail helping you better understand what you can do in the Client Informatics system. The possibilities are nearly endless, but we want to make sure you implement the features that will make the most impact to your business from the very first day.

Follow the Onboarding Tours
These tours will take you step-by-step through the activities you need to complete to setup the Client Informatics system for your business. Click the Onboarding button in the bottom right to access the tours.

Orientation Videos

System Demonstration

Launchpad & Phone Setup

Integrations

Contacts & Conversations

Website Builder

Automated Forms

Automation & Workflows

Text & Email Templates Plus Reviews

Mobile App Tutorial

Orientation Series

When you've completed the orientation videos, the quick start and remaining support videos go into more specific detail on how to use the specific features and capabilities of the Client Informatics.