Welcome and hands-on guide

If it is not open, select your name or photo and choose View the welcome. It may also appear when you first sign in. Viewing welcome screens does not create clients or sessions.

Select ES or EN in the language selector. This also changes your platform language; after the chosen language loads, you return to the welcome screen.

On the first screen, select Let’s take a look; on later screens, use Next. On a computer you can also use →; on a phone, swipe to move forward.

Select Previous or press ← to go back. The dots at the bottom let you jump to another screen. There is no previous screen on the first one.

Select Skip welcome. You reach the final screen where you choose how to continue; you have not started the hands-on guide yet.

On the final screen, select Yes, show me the guide. The welcome closes and the guide appears over the dashboard.

On an information step, read the explanation and select Next. You do not need to create a record or send anything to advance on this type of step.

When a step requires an action, read the task instruction and use the highlighted control. For example, select New client. Once the action is detected, the task is checked and you can select Next.

Skip this step skips the current action when the button is available. Skip guide closes the tour. Back returns to the previous step. Closing the guide does not delete records you have saved.

To repeat the tour, open your account menu and select View the guide. This starts the tour from the first step. Follow the instructions for the client record, session and other screens; each manual page explains the complete operation.

On the last step, complete the indicated action to enable Finish. You can select Close to exit; when Watch again appears, use it to repeat the tour. Information you saved during the guide remains in the platform.

In Name, enter the name of the person you are adding. This is a required form field. Select Next in the guide after entering it; the client has not been saved yet.

Enter the client’s email. Check the address before saving: it is used for messages sent from the platform. If you do not know it, skip this step when the button is available and add it later in their record.

Choose the client’s time zone in the dropdown and advance in the guide. Use the client’s location to choose the zone.

Enter the process goal in the highlighted field and select Next. You can edit it later in the client’s record.

Select the session frequency in the dropdown. This guide step is informational: changing the value is not required to continue.

In Format, choose the option that applies to the client’s sessions. Then advance to the next guide step.

Enter the per-session amount in the highlighted field. If you are not completing it now, use Skip this step.

Select the currency that applies to the amount and advance in the guide.

Before selecting Save client in the client form, check the name and any custom fields marked as required. Follow the message if information is missing. The guide continues with opening the client record.

If the review window appears, select Not now to close it. If you choose to complete it, use the following fields. The review is optional.

Write your text in the review field. Sending requires between 50 and 2,000 characters; check the counter below the field.

The display name is optional and accepts up to 120 characters. Enter it if you want to include it; you can leave the field blank.

Select Upload photo to choose a JPG, PNG or WebP image of up to 15 MB. To remove it, use Remove when available. The photo is optional.

Read the permission checkbox and select it only if you authorise publication with the name and photo you added. You can send the review without selecting it.

Select Send review. Wait for the receipt confirmation. If an error message appears, review it and try again.