The Home Office Pro Getting Started Checklist feature helps teams to welcome, introduce and train their new members.  The new Getting Started Wizard will empower your new team members by walking them step by step through your getting started training.

The Wizard will welcome them the first time they log into their members area and introduce them to your team, your policies, and your training.  Each point in the Wizard is customizable and matches your Getting Started Checklist.  It guides them through each step and automatically tracks their progress.  If they leave the members area and come back, the Wizard will pick up where the member left off.   Just like the Getting Started Checklist, they will be able to return to it at anytime for reference.

The Getting Started Wizard is the perfect way to introduce new members to you team and guide them. It makes sure they complete any necessary steps for setting up their website or finalizing their membership with your organization.  It is also a great way to make sure your new member knows how to access your training resources, team calls and to inform them about all of the tools available in their back office.  By completing steps on the Wizard, they will immediately feel a sense of accomplishment and will be prepared to set goals and succeed with your organization!

Contact us today to find out how to get the Getting Started Wizard set up for your team!

Server Hardware Upgrade, Phase 2, Completed Successfully -
Faster, More Reliable Members Area Connections

This morning we completed two phases of hardware upgrades to our new U.S. based expanded server cluster.  The hardware upgrade went smoothly and without effecting our websites, members areas and other services.  The new hardware installed is in addition to existing hardware and will quicken the rate at which you can connect, refresh and retrieve information in your members area.

During the past few weeks, we have been making it our priority to address any issues experienced in the members area.  One of our key goals was to provide a seamless and smooth environment from which you can do your business and manage your contacts.  With the additional hardware in place you should notice a marked improvement in the time it takes to search for contacts, take action with those contacts and move on to the next contact.  The average increase in performance is from a 2.3 second wait to a 0.4 second wait.  We will continue to strive for improvements to meet and exceed your expectations of the Home Office Pro system.

If you have any comments or questions, please let us know!