Step 1:
Overview and
basic functions
Familiarize yourself with the basic structure and functions of casavi:
- Administrator view: See how casavi is structured and what functions are available
- Customer portal: Find out how to preview from the customer portal to check the view of your customers
- Messages and appointments: Try out how to create messages and appointments
- Documents: Learn how to share documents in the customer portal and what to look out for when doing so