Course Curriculum

  1. 1

    • How to use Pixie Academy

    • Additional Support
  2. 2

    • Section Overview: Workspace set-up

    • General navigation of your Pixie workspace

    • Profile settings

    • Workspace settings

    • Client types

    • Client & contact fields

    • Update! Custom field groups

    • Task labels

    • Adding new team members

    • Companies House set-up (UK Only)
  3. 3

    • Section overview: Adding clients

    • Client record overview

    • Clients vs. Contacts

    • Different ways to add clients to Pixie

    • Importing clients from a CSV

    • Linking client records

    • How to set up saved filters

    • Client bulk actions

    • Syncing your clients with Companies House (UK Only)

    • How to export your client data & merge duplicate records
  4. 4

    • Section Overview: Workflows

    • General overview (the role of workflows)

    • Workflow template actions

    • Workflow template config part 1

    • Workflow template config part 2
  5. 5

    • Section Overview: Setting up your tasks

    • One-off vs. recurring tasks

    • Setting up your current tasks & work-in-progress

    • Setting up your recurring tasks
  6. 6

    • Section Overview: Managing Email

    • Connecting your email to Pixie

    • Email management overview

    • Email inbox actions

    • Sending email from Pixie

    • Update! Shared inbox
  7. 7

    • Section Overview: File sharing & document management

    • Client mastercodes

    • How to send files to clients

    • How to request files from clients

    • How to assign client tasks

    • How are files organised?
  8. 8

    • Section Overview: Managing Work

    • Managing your own tasks

    • Managing your team's tasks

    • Reporting on work in your firm
  9. 9

    • Section Overview: Integrations

    • Tracking your time with Clockify

    • Connecting with Xama for AML compliance

    • Zapier: How to set up and use