Trial information

Here are some important things to know about your trial, plus some information about our most-used features to get you started.

Sign in and open the trial

You can access your trial at secure.netlinksolution.com. Your sign-in and password information is in the welcome email you got from us. To open the trial, you'll need to download and install Citrix.
If you lose the sign-in information, contact your Sales Representative at 800.968.8900.

Sample data

The Practice CS trial comes preloaded with sample data. The guides walk you through what to do with the sample clients. To get a list of the sample clients, open the Practice CS trial and select
Setup
then
Clients
. You can also get a list of sample staff members by selecting
Setup
then
Staff
.

Capabilities

The trial version of Practice CS has some limitations. If you choose to create a new, blank database instead of working in the sample database we provide, OR if you want to add clients and staff to the sample database, you'll be able to add up to 25 clients and 5 staff members.
There are also limitations on the amount of data allowed in the Client, Staff, and Project Management modules.

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