Help
Setup
Open the file, work through Setup, and start entering the information you already have.
Getting started
- Open ALLSETT in Excel.
- Go to Setup and follow the steps there.
- Add clients, work and money as you already keep them — you do not need to tidy everything first.
- Use Home as the daily view of what needs attention.
Playbooks, Messages and AI Studio are ready to use. Adapt them to how you already work rather than rebuilding from a blank page.