Client Set Up Frequently Asked Questions

Are there people at who will help me set up my staff and clients with

Your Account Manager is available to answer questions, demo the features, and schedule an on-boarding session for you. In this session with an Implementation Advisor, you will set up your Console and your first client. We'll make sure you're set up for success.

Schedule an appointment with your Account Manager by emailing them directly or send a request to this address:

You can always get help from our award-winning Customer Support team. Click Support ​at the bottom of any page when you are logged into You can ask questions via chat, email, or by requesting a phone call-back.

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