My Journey
Not started with Assist yet
Guide you confidently through your first experience with Assist.
0%
0 of 7 complete
~21 min remainingRecommended next: Claim your licence
Your meeting workflow
1
Before your first meeting
0/2 doneLicence, calendar, permissions and CRM login. Done once, before you record anything.
Claim your licence
Video coming soon — this recording has not been produced yet.
Watch this first
Register yourself against the licence your firm already holds and sign in for the first time.
Today’s goal
Activate your account from the Aveni invite email. Allow 10–15 minutes and have your email and Xplan/Intelliflo passwords to hand.
Tick each one off
0 of 44
Optional extras
0/3 doneNot part of the seven steps — useful when you want them.
Somewhere else in your journey?
Switch at any time — nothing is saved and nothing is locked.