Getting started

Explore the sample data

Admins & staff

Look through the sample client, tasks and template Hydi added so you can see how the work flows.

Where:SidebarClients

Select Clients in the sidebar. The sample client has a SAMPLE tag beside their name. Select them to open their Tasks tab.
Look at their tasks. They sit at different stages, from draft to completed, so you can see each one.
Select Tasks in the sidebar to see the same tasks in the full list. Each has a SAMPLE tag.
Select Task Templates in the sidebar. Select the template with the SAMPLE tag to see its tasks.
When you have seen enough, ask an admin to clear the sample data.

Good to know

Sample data stays out of your dashboard numbers, and the Dashboard reminds you it is there.
Sample tasks do not use up your plan's limit on active clients.
The sample client has a made-up email address, so do not use it to send real messages.

Start from your industry's sample templateCopy the sample template Hydi added for your type of business and make it your own.
Clear sample dataRemove the sample clients, tasks and templates Hydi added when you set up your account.
Understand the notices on your dashboardSee what the banners at the top of the Dashboard mean and what to do about each.

Verify your email address

Confirm your email with a code so Hydi can send reminders and email invitations for your business.

Work through the setup checklist

Follow the Getting Started card in the sidebar until your first client and task are set up.

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