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Getting Started

These articles will cover all the basics for getting started in Consultation Manager as a new user.

Tools & Features

Are you looking to update or add data in bulk? These step-by-step guides will demonstrate how to simplify this process using our features.

Reporting & Analytics

These articles will teach you how to generate and analyse rich and meaningful reports in seconds.


Use these guides to understand how Email and SMS campaigns can be created, sent and analysed in CM. Streamlining connections with stakeholders.

Comms V2

These articles will help you learn how to navigate the new Comms V2 user interface, build custom lists and understand metrics.

Enterprise Administration

Get a complete understanding of Enterprise Admin system management, from adding projects and users to managing classifications.

Mobile Access

Everything you need to know about using Consultation Manager on your mobile device.

Training Resources

Watch our training and webinar videos to help guide you through the basics. The video demonstrations allow you to understand important skills easily.

API & Intergrations

Building a Custom Integration? Our articles provide an extensive guide on accessing the available API calls for your Consultation Manager environment.


Are you aware that Consultation Manager provides professional services? Take a look at our list of available services and pricing options.

Security and Billing

Gain a thorough understanding of our invoicing processes and how your data is stored and secured.