Getting to know Fluent
Get started as an LSP
Get started as an Organization

Agency vs. Organization
Services overview
How time zones work in Fluent
Appointment lifecycle
Teams

Sign in & passwords
Agency settings
Organization settings
User settings
Managing team members

Roles and permissions (LSP)
Roles and permissions (Organization)
Team-based access

Create an appointment
Assigning interpreters
Broadcasting appointments
Edit/cancel appointments
Conflicts & eligibility rules

How notifications work
Notification preferences
Same-day confirmations

Add/edit customers
Customer sites
Inviting customers to Fluent

Getting started on mobile
Managing appointments on mobile
Tracking time and submitting vouchers
Daily confirmations
Setting availability
User profile

Compliance overview
Compliance packages
Compliance matching
Statuses and review workflow
Submitting requirements

Reports overview
In-app analytics
Exporting CSVs

Rate packages & billing rules
Customer rates
Interpreter rates

Invoices overview
Reviewing invoices
Exporting invoices
Syncing with QuickBooks

Payroll summaries overview
Reviewing payroll summaries
Exporting payroll summaries

Plans & billing overview
Usage units explained
Payment methods
Trials, cancellation & reactivation

Language list management
Notification settings
Branding
Legal

Calendar integrations
Video meeting integrations
QuickBooks

Security overview
HIPAA readiness
Audit logs
Data retention
Requesting data deletion

Data, security & compliance

Security posture, HIPAA readiness, audit logs, retention, and data deletion.