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In-app user guide

Where to find the in-app user guide

Welcome to the Tallyfy User Guide! This guide will help you navigate the features of Tallyfy, a cloud-based software that simplifies your workflow and increases efficiency.

To access the user guide:

  1. If you are logged into Tallyfy, click on Help in the left sidebar. Once you’ve done that, you can either ask a question directly to our support team or select Answers to look at frequently asked questions and even use the search bar at the bottom to find an article that solves your questions. Help

  2. Alternatively, you can click on the arrow next to your name and then choose Help and FAQs to directly access our manual. Get Help

Let’s get started and make your workflow a breeze with Tallyfy!

Billing > Access and Manage My Billing Details

Access and manage your billing information by navigating to Settings and Billing sections in Tallyfy, where you can edit payment methods, view history, modify plans, and share payment links with others.

Tutorials > Navigate Tallyfy

Tallyfy’s navigation system features a comprehensive left sidebar, search functionality, and top bar controls that enable users to efficiently manage processes, tasks, templates, and organizational settings while offering language options and notification alerts.