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  1. Canopy
  2. Getting Started in Canopy

Getting Started in Canopy

Get an overview of the basics of Canopy to get the most out of the software.

Set Up Account & Log in

  • Set Up Your Canopy Account
  • Get to Know the Canopy Home Page
  • Enter Practitioner Details
  • Update Your Canopy Profile
  • Log in to Different Firms
  • Reset a Forgotten Password
See all 8 articles

Sync Email & Calendar

  • Connect an Email Account
  • Connect a Yahoo Email Account
  • Set Up a Shared Email Account
  • Use the Global Inbox
  • Turn Off Inbox Notifications
  • Sync a Calendar
See all 7 articles

Set Account Notifications

  • Navigate to Notifications
  • Set Notification Preferences

Contacting the Support Team

  • Contact Canopy Customer Support

FAQ

  • FAQ | Pricing
  • FAQ | Canopy Group Implementation Sessions
  • FAQ | Contacts
  • FAQ | Files
  • FAQ | Tasks
  • FAQ | Email
See all 14 articles
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