Getting started
Choose your industry
Admins & staff
Pick your type of business so Hydi adds a sample client, tasks and template for you to explore.
Where:SidebarGetting StartedResume setup
- Hydi asks what kind of business you run as soon as you create your account. If you left setup, select Resume setup in the Getting Started card in the sidebar.
- Choose Mortgage Broker, Accountant, Real Estate, Conveyancer or Other.
- Select Continue. Hydi adds a sample client, sample tasks and a sample template.
- To look around first, select Explore Dashboard. To carry on, select Continue Setup.
Good to know
- Hydi adds the sample data only once, when you make this choice.
- Sample data stays out of your dashboard numbers, and an admin can clear it later.
- Hydi may offer to turn on SMS next, and you can say no and turn it on later.
Related
- Send your first taskAdd your first client and give them a task during setup, then send it or keep it as a draft.
- Explore the sample dataLook through the sample client, tasks and template Hydi added so you can see how the work flows.
- Start from your industry's sample templateCopy the sample template Hydi added for your type of business and make it your own.