Walkthroughs are available form the Dashboard and can be used for training purposes. The user is prompted through a series of steps to accomplish a specific task within the actual live software. For these Walkthroughs to be effective, sometimes there needs to be some data setup prior to using the Walkthrough.
Note: be sure the user will find a client with goals on the Goals screen. These Walkthroughs will be worthless without clients and goals. It is also important that Status Words have been set up.