Client Online Training Materials - Flexidraft

If you have a Flexidraft facility, please access the training material below.

Please note: When completing ledger uploads to the new system you will also be required to email the CSV file to Flexidraftclient@bibbyfinancialservices.com


E-Learning Presentations

E-Learning Presentation

This short video gives you a brief introduction to Client Online's main functions

Flexidraft

PDF User Guides

PDF User Guide

The downloadable user guide takes you through every aspect of Client Online and gives you a step-by-step guide to each function.

Flexidraft User Guide


Client Online Login Help

Contact the Bibby Financial Services Client Online Service Desk between 8.00am and 6.00pm, Monday to Friday on 0800 783 0314 or email support@bibbyclient.com should you require any technical support.

The support desk will be able to answer any technical queries you may have on:

  • Issues accessing Client Online
  • How to use Client Online
  • Problems with the Client Online system