Description
At the top of the page is the toolbar. It will remain available regardless of the tab you are on. Here are the tools available.
Your name
Administration
Allows you to manage everything related to the company
Creation/deletion of employees
Documents and data
Billing
etc
Settings
Allows you to manage personal and professional information, preferences, availability for appointments and more.
Referrals
Allows you to refer Hexfit to other professionals and take advantage of discounts.
Promotional code
Allows you to obtain promotional codes on certain products and training courses
Lock/Log out
Requires re-entering password to log into account.
Help
Quick help
Provides one-click access to the most relevant help articles for the current page.
Academy
Provides access to various online video training.
If a video specific to the current page, you will be taken there automatically.
FAQ
Provides access to our online help articles.
Chat
Allows you to chat live with a Hexpert.
Request
Allows you to send us proposals for new features or improvements with the software.
All Systems Operational.
From here, you will be able to see the status of the software. So if there should be a moment of downtime, you will know it.
⚠️ Available from a client or group file ⚠️
Client picture
By clicking on the photo, you can add or modify it.
Client file name and number (pencil).
You can change your client's name and file number.
Chat bubble.
You can chat with your clients by chat by clicking on the “bubble” button located at the top of the screen.
VisioFit (video conferencing)
Allows you to use our video conferencing tool.
Stakeholder
Allows you to see and modify the participants in the client's account.
2. Actions button
Further information
To learn more about the interventions, click here.
To learn more about the dashboard, click here.