We've found the best way to learn how the app works is to try it out for yourself.
Tutorial
We’ve added an in-app tutorial to help you get started, providing a hands-on guide to the main features of Clipboard as soon as you’ve signed in.
Demo records
You’ll also find two demo client records (single and joint accounts) on your homepage. You can use these to explore the different features and familiarise yourself with how it all works.
We recommend that you spend some time in these records to learn how you’d like to use the app with your practice’s workflow.
Don’t worry, the demo records live in your app only and won’t affect any of your CRM data. Please note that you won't be able to test syncing to the CRM on these.
Where can I find the demo records?
On your app’s homepage, you’ll find the two demo records ( Demo Client, Demo Client 1 and Demo Client 2 )
Tap on these and play around with the features as you wish
