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
How interpreter ranking works
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

Settings & Customization

Language lists, notification settings, branding, and legal customizations for your agency.