You're here! This means you thoroughly read your onboarding email and are ready to set up your first training session.
Before you schedule, make sure you have:
- Read the very long, informative email.
- Logged in to your admin center and poked around.
- Gathered the info we requested and sent it our way.
- Compiled your list of services, package pricing, and terms of service.
-
New Client Training
Your training will consist of several training sessions. The total number of appointments depends on how quickly you grasp the concepts and how prepared you are for each training session.
During the first training session, we'll go through the RED and possibly the GOLD sections of the flowchart. (These sections may require two sessions)
Red:
- Password Policy
- Admins*
- Company Settings
- Company Policies
Gold:
- Regions
- Schools
- Locations
- Vehicles *
- Offices
- Manage Instructors
During the next training session, we will go over the ORANGE sections of the flow chart.
- Paperwork's
- Services
- Packages
- Contracts
- Discounts
Depending on how well you can maneuver through the software and how thoroughly you have completed your homework, the next training will cover the BLUE section of the flowchart.
- FAQs*
- External Links*
- Documents
- Form Letters
- Website Maintenance
- Lesson Plans
- Message Templates
The next training session will cover the PURPLE section of the flowchart. (Section may require more than one session)
- Dynaforms
- Courses
- Periods
- Reminder Queue
- At-A-Glance
The next training session will cover the PINK section of the flowchart. (Section may require more than one session)
- Practice Runs
- Manage Students
- Left Column (all things admin)
- Merchant Account
- Domain/Email
The Final training will cover the GREEN section of the flowchart.
- Reports
- Tokens
- Pay Your Invoice
Please Note: When you schedule your training sessions, times are listed in Central Standard Time (CST).
*SECTIONS THAT CAN BE DONE WITHOUT TRAINING - GIVE IT A GO!
Register NowFREE