Getting started
Send your first task
Admins & staff
Add your first client and give them a task during setup, then send it or keep it as a draft.
Where:SidebarGetting StartedResume setup
- After Continue Setup, Hydi may offer to turn on SMS. Choose Yes, I'd like to try SMS or No thanks, email is fine. If you say yes and Hydi asks for your mobile number, enter it and select Save & continue, or select I'll add this later.
- Enter your client's First name and Email. You can also enter a Last name. Select Add Client.
- Choose Custom task or Use a template.
- For a custom task, enter a Task title, and a Description if you want one. Check the Due Date, add a Due Time if you need one, then select Create task.
- For a template, choose one from the list, then select Apply template.
- Read the email your client will receive in Email preview. To see their page, select Portal preview, then Open portal.
- Select Send it to give the client their tasks now, or I'll send later to keep them as drafts. Then select Go to Dashboard.
Good to know
- Send it shows the tasks to the client and tries to email or text them a link, but a failed message does not undo it.
- If sending would take you over your plan's limit on active clients, Hydi refuses and keeps the tasks as drafts.
- The client form has no phone number, so edit the client later if you want to text them.
Related
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
- Send a draft task to a clientMake a draft task visible to the client when you are ready.
- See the emails and texts a client receivesSee which messages Hydi sends to a client, when each one goes out and what it says.
- Turn on SMSSwitch on text message reminders for your business, and try a sample message first.