Getting started

Set up your account and bring your client book across.

• Welcome to Yven A two-minute tour of what Yven does and how the pieces fit together.
• Creating your account & your first sign-in How to sign up, and what happens the first time you sign in.
• The onboarding wizard A short first run that sets your defaults and brings your book across.
• Importing your client book Bring clients, sites, and services across from a spreadsheet in four steps.
• The Today screen Your daily starting point – the one list of things that actually need you.
• Search and the command palette Find any client, service, invoice, or help article instantly – without leaving the keyboard.