Show your client what to do.
Right where they need it.
Add a welcome video, explain how your agency works, or walk a client through a setup task. Put the instructions inside onboarding so the next step is always clear.
Use the format that explains it best.
Combine text, images, GIFs, videos, headings, and numbered steps. A short screen recording can explain something a paragraph cannot.
Collect an answer without changing steps.
Include an inline answer field when the tutorial asks your client to find a detail or complete a setup task.
Start from a familiar task.
Use a tutorial template for common platform-access tasks, then adapt the instructions to your agency.
Make the guidance part of onboarding.
Place tutorials before a questionnaire, an access request, or a booking step. The instructions appear in the order your client needs them.
Client onboarding
Can I use my own video?+
Yes. Add a video URL or upload your own video in a tutorial step.
Can I mix video and written instructions?+
Yes. Use video, text, images, and numbered steps in the same tutorial.
