Which FYI plan to start on?
We have deliberately engineered the FYI service to allow for incremental onboarding of features. Given the transformation to the way a practice operates, we believe this phased approach will set your team up for success.
Our STARTER plan is where most practices begin their FYI journey and will provide instant results with a more efficient way to manage emails.
The Starter Plan is a logical place to start as it solves an immediate problem within a practice where email is not currently shared or saved to the client file. It also provides an introduction to FYI without having to understand the nuances of using digital stationery or document approvals.
Once your team has mastered email management practice-wide, you will be ready to upgrade to the INTERMEDIATE plan to access FYI’s unique blend of document management and CRM.
More advanced practices who may already be running systems for email, document management and/or CRM can explore FYI's full feature set during the 14-day trial, then jump straight to the FYI Intermediate plan. This would minimise the time required to manage duplicate systems in transitioning to FYI.
In this instance, we still recommend implementing email management first, but you may only require a few days before rolling out full DM and CRM functionality.
Process automation and workflows are where the step-change in practice efficiency and client service really kicks in. Advance to FYI’s PRO plan to access all features, putting your practice at the forefront of process automation.
Activating Your FYI Subscription
Once you have completed your FREE 30-Day trial, you will need to select an FYI Plan that suits your business. This is done by an FYI Administrator clicking Settings> Upgrade Plan. Note: You can upgrade your plan at any time.
Refer to Subscribing to an FYI Plan
Frequently Asked Questions
Please refer to the FAQ section About your Free 30-day Trial.