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Visual product guides, settings guidance, connected workflow stories, and practical ideas for all 10 modules.
The fylt Knowledge Base is a public documentation hub with visual setup, configuration, and workflow guides for all 10 connected modules plus platform and architecture guides covering account security, real-time team sync, AI assistance, approvals, automations, referrals, subscription and billing changes, data and privacy controls, account settings, and cookie preferences. It includes a getting-started checklist and an instant client-side search, with no account required to read any guide.
Each guide includes a dedicated configuration walkthrough with the real Studio or Workspace controls, the setting path, and the value that setting creates for your business.
Dashboard
Client CRM
Scheduling & Calendar
Project Pipelines
Invoicing & Billing
Public Storefront
Contracts & E-Sign
Client Support & Live Chat
Team Collaboration
Client Portal
Choose a module for a visual guide covering what it does, the settings that shape it, the workflow it connects to next, and ways to make the most of it.
See how fylt keeps your account secure, streamlines approvals, automations, referrals, and billing changes, and brings AI assistance into your everyday work.
Account protection
Stay in sync
AI assist suite
Send-approval workflows
Rule-based actions
Referral rewards
Plan changes
Export and delete your data
Business & account configuration
Cookie consent controls
The Knowledge Base covers setup guides, workflow walkthroughs, and troubleshooting articles for every fylt module, organized into Overview, Setup, and Workflow sections per module.
Yes. The Knowledge Base includes an instant client-side search so you can find setup instructions quickly.
No. The entire Knowledge Base is publicly accessible and indexed by search engines.
The dedicated error codes reference documents API and application error responses for developers integrating with fylt.
Documentation is updated alongside platform releases so guides reflect the current interface and feature set.