Key Features: Calendly, App Switch Grid, and Profile Settings
Our tool offers three key features in the top fixed section: Calendly, App Switch Grid, and Profile Settings. These features are designed to enhance user experience and streamline workflow. Here’s a detailed explanation of each feature and how to use them effectively.
Calendly
Calendly allows users to book an appointment with a product expert from Legistify for assistance with the tool or guidance on its features.
How to Book an Appointment:
Navigate to the "Calendly" Icon: Located at the top section of the tool (represented by a calendar icon).
Open the Calendly Link: A new page will open with the Calendly interface.
Select the "30-minute Meeting" Option: Choose this option to proceed with booking.
Choose a Date and Time: Select a suitable date and time from the available slots.
Fill in the Form: Provide your Name, Email, additional guests, and any remarks about the meeting.
Schedule the Event: Click "Schedule Event" to finalize your appointment.
App Switch Grid
App Switch Grid allows users to switch between the various apps they have subscribed to with Legistify. This feature lists all the apps offered by Legistify and enables seamless navigation between them.
How to Switch Between Apps:
Navigate to the "Grid" Icon: Located at the top section of the tool.
Open the Drop-down Menu: A menu will appear, listing all the apps offered by Legistify.
Select the Desired App: Click on the app you wish to switch to.
Set a Default App: Click the pin icon next to an app to set it as the default. This app will open automatically upon login.
Note: Apps that are not subscribed to by your organization will be locked and inaccessible.
Profile Settings
Profile Settings allows users to manage their personal profile settings and preferences. This section is represented by the organization’s logo and the logged-in user’s picture.
Profile Options:
My Profile: Edit details such as Name, Email ID, Phone Number, and Address. Users can also upload a profile picture.
Dark Mode / Light Mode: Toggle between light and dark modes for the interface.
Sign Out: Log out of the tool.
How to Access Profile Settings:
Click on the Profile Section: Located at the far right of the tool.
Select the Desired Option: Choose from the dropdown menu to access and manage your profile settings.
By utilizing these features, users can efficiently manage their appointments, navigate between apps, and personalize their profile settings, thereby enhancing overall productivity and user experience.