Set it up with a person, not a manual.
Assisted onboarding is a 60 to 90 minute session with someone from Daytide. It costs $250, once, and the amount is credited to your first annual invoice.
You can also ask for it at the last step of setup.
What happens in the session.
Your clients and projects go in
Send us a list in whatever form you have it: a spreadsheet, an export from your invoicing tool, a page of names. We load it and add the short names and job numbers your team actually uses, so Daytide recognises them from the first day.
Folders, tools and sites get their meaning
We go through how your work is organised. Where project folders live, how they are named, which apps and sites mean client work and which are internal. This is what shortens calibration week.
What is recorded gets decided
We walk through the three recording presets and what each means for your staff, and add any apps or sites that should never be recorded at your firm.
The notice for your staff gets written
Together we write the text your team will see before the app starts, in your words, and a short message you can send them beforehand. You send it. We do not contact your staff.
You read the first report with someone
After calibration week we look at your first “where the time went” report with you: what it shows, what is still unsorted and why, and what to look at next.
Who it is for.
- Owners who would rather spend an hour with a person than an evening with settings.
- Firms with a long client list or an odd folder structure.
- Anyone unsure how to tell their staff, or what to record.
- Firms of 25 people or more, where a wrong start costs more to undo.
Who can skip it.
- Small firms with a handful of clients. The setup questions take minutes.
- Anyone happy to let Daytide learn client names as it goes. It asks, you tap.
- Firms that only want to try it on two or three people first.
The product is the same either way. Onboarding saves time. It does not add features.
The practical details.
- Price
- $250, one time, for the whole firm.
- Credit
- The full amount comes off your first annual invoice.
- Length
- 60 to 90 minutes by video call. Your first report does not exist until calibration week is over, so we read it with you in a short follow-up call.
- When
- Any time during the 30-day trial. Earlier is better.
- What we need from you
- A list of clients and projects, and someone who knows how your folders are organised.
- What we do not do
- We do not install anything on your staff's computers, and we do not write to your staff.
Or just start, and ask later.
You can begin the 30-day trial without onboarding and write to us if the first days feel like hard work.
No card needed to start. Want someone to set it up with you? Assisted onboarding is $250, credited to your first annual invoice.