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ACI: Best Practices for New Users

Article author
Helen
  • Updated

A few guidelines to ensure your ACI experience is smooth like butter.

A few Best Practices before we get started…

These tips will guide you through your use of the ACI Specialty Benefits platform, helping to set you and your clients up for success. Feel free to pass this information along to any clients you will be using this platform with! 

1.  The 24 Hour Rule: 

Create appointments at least 24 hours in advance of the desired appointment time if your client will be accessing the system for the first time

2. Early Setup + Early Login = Easy Call: 

Encourage clients to login to their account no later than one hour prior to their appointment time, giving them plenty of time to onboard 

3. Login = Email Address + Your Password: 

Your login/username is your email address. Find a balance between choosing a password that is impossible to remember, and too easy to guess. 

4. Forget it, and Reset it! 

If you forget your password, don’t worry; just reset it! Password reset is an option on the login screen. 

5. There's Always Support: 

Send clients to conferencing@acispecialtybenefits.com or to our list of Support Guide articles if they are having and difficulty using the platform! 

If you have any additional questions contact support at conferencing@acispecialtybenefits.com 

 

 

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