Help center / Claimsfy Desk

Guided walkthrough for every user (Desk)

Claimsfy Desk

The first time each person signs in, Claimsfy walks them through the screens for their role, one step at a time: about two minutes, with Back, Next and Skip. It runs once per person (on any device), and anyone can replay it from their name menu with 🧭 Take the tour. Client portal users get their own short tour on their first visit. Nothing to set up.