👋 Welcome to CleanCloud
As a new CleanCloud customer, you have access to our onboarding checklist, designed to streamline your setup and familiarise you with our software.
By following this checklist, you'll efficiently set up core workflow elements, learn how to enter orders, and understand what’s essential to go live with CleanCloud.
Accessing Product Tours
To start your onboarding journey:
Log in to your CleanCloud account.
Click the ⓘ icon in the top-right corner of your CleanCloud Dashboard and select 'Help'.
Explore the Messenger page and navigate to the 'Tasks' menu to find available checklists.
Begin with the product tours that cover key settings and tips. You can take breaks and resume where you left off, and revisit the tours anytime for reference.
✅ Pro tip: Complete the full checklist to ensure a smooth onboarding experience.
Key Resources
To help you make the most of CleanCloud, we offer various resources:
Access comprehensive help articles, how-tos, and best practices in one place. Ideal for quick solutions.
Enroll in CleanCloud University to become an expert. Choose from a range of free courses tailored to your needs. All you need is a CleanCloud account.
Frequently Asked Questions
Q: What do I need to provide before the onboarding session, how can I schedule it, and how can I help expedite the process?
A: Before the onboarding session, please provide the following:
A .csv or .xls file with your customer database.
A .csv or Excel file with your standard pricing structure.
Your company logo in any common graphic format.
👉 You can schedule your onboarding session by emailing [email protected] or contacting your onboarding manager directly.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.