Can I have a call with a workflow expert?
We provide 1 complimentary call with a workflow and product expert per organization. This is usually before or after you've upgraded to a paid plan.
A call can be scheduled via this link:
If you would like more custom help with a dedicated workflow and product expert who can really get to know your business and build/test your custom process for you, we offer an express service starting at $500 for 5 hours. See What is included in the Express service?. For more information/services, please also see:
You may also search our user guide for an answer - see Where can I find documentation (User Guide) on Tallyfy features?