Welcome to your Client Impact trial! We recommend keeping this guide open in one tab and then opening another tab to work in the software so that you can easily go back and forth between the two. You might have some priorities around what areas of the software you would like to explore first, but to get the most out of your trial, we recommend following the suggested order. If you choose to explore in a different order, just keep in mind that some aspects of the software won’t reveal their full potential until certain configurations have been made. Our trial guide has been designed to help you move quickly through the trial process. Throughout the trial guide we will show you:
- Create an Online Service Request form for clients;
- Customize the information you collect in your client profile;
- Connect Volunteers with Clients;
- Track and report on hours, client interactions and feedback
Anything you create in your trial can be deleted or carried forward into your new Client Impact system if you decide it’s the right fit for your organization.