Group On-boarding Agendas

 
Wecome to the Customer Focus Group On-Boarding Portal! These online training sessions are designed for new users of our website and software solutions, but they're open to all. Go ahead and register for as many as you like, and don't forget to check out our advanced user program, too.
 

Introduction to Ultimate Course - 1 hour session.
The following is covered in the course:
 
10 mins – Logging into the system, checking your settings, uploading your logo, terms and conditions and the helpsite
10 mins – System Tour – what each of the tabs are and introduction to the helpsite
10 mins – Ways of getting your customers into the system
10 mins – Product research and the clipboard
10 mins – Creating a basic project and the difference between a Quote and a Presentation
10 mins – How a project works and taking an order through to invoice.
 
Training Date - Mon 12th Oct, 10am PST - Register here

Introduction to Web Store Course - 1 hour session
The following is covered in the course:
 
10 mins – Logging into your manage section and a tour of all the tabs.
10 mins – Adding a page and editing the content on that page
10 mins – Banners, how they work and how to add new campaigns
10 mins – Suppliers – highlighting suppliers and removing ones you don’t want, product research and hiding existing products.
10 mins – Downloading customers, inquiries and orders. Using product research to find what your customer has asked for
10 mins – General settings, re-pointing your domain, phrases and other features.
 
 
Training Date - Mon 12th Oct, 12pm PST  - Register here
 

Advanced Ultimate Course - 1 hour session

The following is covered in the course:

10 mins – Recap of basic course and plan for advanced class
20 mins – Advanced orders, separator lines and additional costs
10 mins – Split PO’s, receiving and the job board
10 mins – Deposits, payments and invoicing
10 mins – Introduction to advanced features such as decorator matrix, sell price control, CC integration and website spins
 

Training Date - Fri 16th Oct, 10am PST - Register here

 

Advanced Web Store Course - 1 hour session
The following is covered in the course:
 
10 mins – Recap of basic course
10 mins – SEO, blogs and social media links
20 mins – Adding your own products, suppliers and categories.
10 mins – Ecommerce settings, shipping and coupons
10 mins – Forms and capturing information
 

 

Training Date - Fri 16th Oct, 12pm PST -  Register here