How-To Videos
Learn the Canopy software with on-demand training videos at your own pace.
Getting Started for Admins
- Getting Around Canopy
- Updating Your Profile
- Syncing Email & Calendar
- Adding Firm Details
- Customizing Firm Branding
- Setting Roles & Permissions
Getting Started for Staff Users
Client Management
- Adding a Contact
- Managing Contact Records
- Creating Custom Fields
- Navigating the Contact List
- Performing Bulk Actions
- Assigning Contact Tags
Workflow & Automation
- Automating Tasks
- Creating a Task
- Adding Subtasks & Client Requests
- Adding Task Tools
- Applying Automation Use Cases
- Creating Bulk Tasks
Document Management
Time & Billing
- Setting Service Items & Billing Rates
- Tracking Billable Time
- Viewing WIP Reports
- Configuring Invoices
- Configuring Recurring Invoices
- Applying Billing Credits