For the complete documentation index, see llms.txt. This page is also available as Markdown.

Order implementation or consultancy

Order implementation plans or consultancy sessions from the License Manager.

Use implementation or consultancy when you want extra help from an OutSmart consultant.

This fits onboarding, training, workflow reviews, or specific setup questions.

Available consultancy types

  • Online consultancy per hour — for specific setup or configuration questions

  • APK — for reviewing and improving an existing workflow

Online consultancy has a minimum of one hour.

Consultancy on location has a minimum of four hours.

1

Open License Manager

Sign in to the BackOffice.

Open the user profile icon in the top-right corner.

Choose License Manager.

2

Open the implementation section

Click Go to license manager.

Open Implementation on the right side.

3

Review the options

Check the available implementation plans.

Click More information if you want to compare what each plan includes.

4

Choose the right service

Select an implementation plan or choose a consultancy type from the list.

5

Complete the order

Finish the order.

OutSmart will contact you to plan the session.

When to choose each option

Use Online consultancy per hour for focused issues such as:

  • setting up an integration

  • setting up forms

  • setting up email templates

Use APK when you want a structured review of part of your workflow.

Use Consultancy on location when your team needs training at your location.

Frequently asked questions

What is the difference between implementation and consultancy?

Implementation is a more structured package.

Consultancy is more flexible.

Can I book more than one hour of online consultancy?

Yes.

You can order more hours when needed.

What happens after I place the order?

OutSmart contacts you to plan the session.

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