Hydi Help
Short how-to guides for the staff and admins who run their business on Hydi.
Most asked
Topics
Getting started
Set up your account and learn your way around.
Clients
Add, invite, organise and manage your clients.
Tasks
Assign work to clients, review it and keep it moving.
Task templates
Reuse sets of tasks across clients.
Forms
Build forms and attach them to tasks.
Files and signatures
Share files, collect uploads and get documents signed.
Reminders and SMS
Control when and how clients are reminded.
Dashboard and notifications
See what needs attention and stay informed.
Team
Add staff and manage what they can do.
Business settings
Set your business details, branding and defaults.
Billing and account
Manage your trial, plan, payments and sign-in.
What your clients see
What clients receive and see, so you can answer their questions.