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

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
Custom request fields per customer
Edit/cancel appointments
Conflicts & eligibility rules

Managing customers
Customer sites
Inviting customers to Fluent

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

Invoices

Reviewing, exporting, and managing invoices generated from completed appointments.