Video guides

Prefer to watch than read? Every video on this help site is collected here, grouped the same way as the guides. Choose one to play it right here, or follow the link under it to the guide it belongs to, where the same steps are written out.

Product tour

Product tour

The whole portal in under three minutes — intake, groups, signatures, reports.

→ What is Neffico Point

Getting started

Getting started with Neffico Point

Your first setup, from creating your workspace to your first case.

→ What is Neffico Point

Setting up two-factor authentication

From the banner to your first code, in under two minutes.

→ Two-factor authentication

Groups & Programs

Working with roster groups

Creating a group, enrolling participants, taking attendance, and exporting the numbers.

→ Groups & Programs overview

Running a drop-in group

Checking people in as they arrive and counting your numbers.

→ Drop-in groups

Writing and signing notes in a group

The Notes tab, the shortcuts into it, and what Save & sign does.

→ Notes

Creating and using note templates

Setting up a template on a program, then starting a session note from it.

→ Note templates

Better Without It®

Student intake, from new student to graduation

One student from landing on the board to Graduated, with the signatures, visits and timeline along the way.

→ Student intake

Working with groups

Enrolling a student, taking attendance, and exporting the numbers for a report.

→ Working with Groups

Looking for a topic that isn't here?

Not every guide has a video yet. The written guides cover everything, and the search box at the top of the page finds it fastest.