Explore everything Ping can do

Short videos and guides for every feature. Find something new.

Meetings

Meetings 101 Course Notes, sync, and analytics for every meeting.

Upcoming Meetings Managing upcoming meetings and note-taker settings

Ask Ping - Meetings Using Ask Ping after a meeting

Meeting tags Organizing meetings with custom tags and views

Reviewing Past Meetings Reviewing past meetings and drafting follow-ups

Meetings page overview - redflags Fixing unlinked client meetings in the CRM

Clients

Clients 101 Course A crash course on the Clients tab.

Importing Clients Importing clients to build client intelligence

How Client Intelligence is created - email connection How client intelligence gets created and connected

Ask Ping - Clients Using Ask Ping on the client tab

Email Assistant

Email Assistant 101 Auto-labeling, draft replies, and inbox skips.

Revenue Finder

Revenue Finder 101 Course Set up Revenue Finder and link your clients.

Frim

How to Use AskPing Ask Ping deep dive: query clients, draft, find revenue

Admin Tools

Sync Notes and Action Items Syncing action items to practice management tools

Connecting Email and Calendar How to connect your email and calendar to Ping

Add Billing Details Entering billing details to activate your account