Product walkthroughs
Guides
19 guides · 113 steps
Account access
Sign in, sign up and password recovery screens.
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Home
The dashboard home screen, account menu and command search.
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Organizations
Create organizations and open their profiles and switcher.
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Clients
Add clients, review profiles and move through client records.
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Records
Switch record views, manage columns and expand record notes.
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Assets
Upload files and browse each client's saved library.
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Forms
Build, publish and collect responses on public forms.
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Invoices
Draft, configure, send and review client invoices.
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Reminders
Schedule reminders and compose their message blocks.
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Members
Invite teammates and manage their permissions.
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Billing
Top up the wallet and compare plans.
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Referrals
See the rewards for referring others to Centralyn.
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Invoice templates
Reusable invoice layouts with saved components.
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Reminder templates
Reusable reminder templates and premade options.
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Activity
Follow every change in the workspace activity feed.
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Email history
Review the emails sent from the workspace.
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Notifications
Open the notifications panel and catch up on updates.
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Support
Reach out through contact channels and follow conversations.
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Settings
Manage profile, security, sessions and workspace preferences.
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