Nimbus Professional Account

Don't forget to click the Nimbus Service Desk logo on your homepage and Sign Up to access the Customer Portal as well so you can quickly access all customer help articles.

The Nimbus Service Desk also allows you to raise support requests and has the visibility of tracking the status of all raised support requests.

Thank you for subscribing to a Nimbus Professional account. Now that you have successfully logged into your account, we are here to help you become familiar with the features and functions of Nimbus.

First things first.....

You would have received your "Welcome Email" when you finalised the purchase of your Nimbus Account. This email provides 2 logins:

Account Login - for your Staff
Client Login - for your Clients

We recommend that once you have created your password, and have logged into your Nimbus account, that you bookmark your Login URL. This will give you easy access to your account in the future. To do this,

logout of your account, and
bookmark the URL located in your web browser.

Nimbus Service Desk:

Subscription to the Nimbus Service Desk is via the icon in the top right of your Home Page.

This platform allows you to browse knowledge base articles to help answer your queries, or if you don't find what you are looking for, you can log a support ticket. Our Customer Service Team will respond to you as soon as possible and will assist in anyway that we can.

1.Customising your Account:

Your Nimbus account can easily be adjusted as follows:

Adding your Business Details:Your correct Business Details are important as some of this information is displayed to your Clients on both emails sent from your Nimbus account, and on the Client Portal
Banner Headings: Upload your own business logos to replace the standard Nimbus logos
Your Nimbus Colour Theme: Adjust the standard colour theme to match your website branding
Customising the Staff Home Page: adjust to include information relevant to all staff

2.Integrating with your Practice Management software

Your Nimbus account can automatically integrate with many industry standard Practice Management systems. The integrations allow the synchronisation of Client and Contact information, and for some, Contact Relationship information. Integrating with your PM software allows you to maintain only one database (your PM software) and have any changes made in your PM software to then synchronise with your Nimbus account. Our support team can assist with the setup of any integration should you require assistance.

PM Integration:investigate what PM software Nimbus integrates with, and follow instructions to set your integration.

3.Manually adding Clients and Contacts

Even though your Nimbus account can automatically integrate with your Practice Management software, it is possible to manually add both Client and Contact information. There may be scenarios where this is preferable, rather than adding the Client / Contact detail to your PM system and then having that information flow through to Nimbus.

Adding a new Client manually: Client information does not need to be synchronsied from your Practice Management software. You can easily add a new Client manually within your Nimbus account.
Adding a new Contact manually: Contacts information also does not need to be sychonised from your Practice Management software
Creating a relationship between a Client / Contact: Contacts that are related to Client Entities are able to view documents stored in those Client Entities via a Client Portal login.

4.Defining your standard Client and Business Folder structure

Client Folder Templates: allows you to setup a Folder template for either all Clients, or by Entity type, which is then applied across your full database.All of your Client documents are stored in a Client Entity folder. The structure of this folder is easily defined by your business. Most business will create a sub-folder for each year level, as well as a sub-folder for any Permanent documents. Once defined, it can be edited each year.
Defining your Business Folder Structure: allows you to define and create your internal Business Folders, accessed by your staff.

5.Setting up your Team Access

Now that you have some of the basics of your Nimbus account setup, it is time to invite your Team Members to join your Nimbus account.

Adding an Employee: allows you to "Welcome" other team members to access your Nimbus account
Managing Teams: teams are groups of employees, whose access / restrictions are the same. Setup Teams to save time when creating employee access.
Coming Events: useful for all staff to view current deadlines, and important dates

6.Customising your Nimbus Emails

Customising your Nimbus account is easy when using your Nimbus Templates. Your Nimbus account will automatically send emails to your Clients when a particular event occurs, such as sharing a file, or adding a file conversation. You can personalise these email templates by adjusting the wording, so you know you are sending the right message to your Clients. Don't forget to also update your email stationery to show your Business branding including logos, and any industry affiliations. Your account allows you adjust:

System Emails - the standard emails that are sent to your Clients for various events
Email Stationery - include your standard email sign off, including your Business Logo and contact details

7.Document Templates

Nimbus allows you to create / upload standard letters, standard forms, excel worksheets etc, as document templates. For consistency across your business, these templates can then be used to create new letters / forms / spreadsheets for either Clients, or for your Business documents. Mail merge fields can also be embedded into your Word document templates, allowing you to pre-fill Client, Contact and Custom field data directly into your Word / PDF documents. Simply create a new document from a document template, PDF and then share directly with your CLient.