How do I use my dashboard?

Your dashboard offers an at-a-glance view of client activity that lets you know what to take action on next.

From your dashboard you can:
  • Monitor all invited clients, including those who’ve yet to sign up
  • Keep track of plans remaining on your license
  • View client login details

In addition, your dashboard enables you to achieve the following in just a few clicks:
Have more questions? Contact us