Run one complete practice journey before real clients use the account. This checks the business identity, staff access, client experience, money requests, and live communication together.
Before you start
Use a clearly marked sample lead and event. Have the intended proposal, contract, payment approach, and event type ready.
In Releventful
Open Settings > Business Brands and Time Zone / Locale. Confirm the business information and calendar zone. Open Settings > Employees > Manage Employees and test each working role.
Open Manage Portal Templates, choose the event type, and review its saved workflow draft. Check every message, task, form, payment date, and on/off state. Click Try the client portal, then Review event impact before publishing approved settings.
Create a sample lead and event. From Pipeline, click the lead card and review Overview, Activity, Tasks, Notes, Files, View Portal, Edit Event, and Edit Invoice.
Use search to open the event side panel. Check Financials, Scheduling, Messages, To-Dos, Documents, and the client portal. Preview the proposal, contract, invoice, and any payment request.
Confirm the intended payment processor in Settings > Payment Setup. Check recipient addresses and account test mode before sending any real communication.