Getting Started

What Immigranter Is For

Immigranter helps immigration professionals manage clients, visa applications, documents, checklists, leads, team access, notifications, and support workflows.

First-Time Setup

1. Sign in and verify your email if prompted.
2. Complete the three-step workspace setup.
3. Check the organisation name, timezone, locale, website, address, and visa services.
4. Create checklist templates for common visa types.
5. Invite team members who need their own sign-in.
6. Create your first client and application.

See First-time workspace setup for field-by-field instructions.

Main Navigation

• Dashboard: high-level activity, recent records, and document-status summaries.
• Clients: applicant records, personal details, notes, documents, and linked applications.
• Applications: visa or matter records, stages, next actions, linked clients, checklists, and documents.
• Documents: file and folder storage.
• Leads: contact and enquiry management.
• Settings: organisation, metadata, team invitations, and subscription screens.
• Profile menu: profile details, Google sign-in, password, and account deletion.
• Question-mark menu: help, support tickets, and feature requests.
• Bell: preview the five newest notifications or open the full notification page.

Daily Workflow

1. Review dashboard counts and recent records.
2. Check applications with urgent priority or upcoming next-action dates.
3. Open client or application records that need document follow-up.
4. Upload documents and mark checklist items complete.
5. Add notes when meaningful client or matter activity occurs.

Recommended First Matter

1. Create a client with a valid email address.
2. Create an application and link the client.
3. Apply a checklist template.
4. Add a next action and due date.
5. Enable client portal access.
6. Send the portal URL to the client.
7. Review notifications as the client confirms details and uploads files.

See Common workflows for the complete sequence.