![]() Are you a visual learner? Each week contains recordings to watch that will visually show you what you will be learning that week.Overview – Each training week starts with a general overview of the skills that will be covered.The following steps outline how to use each of the 5 training weeks: Week Five: Enhanced Res Cards and Invoicing Week Four: Learn and use Live Connect and Invoicing Week Three: Getting Started with Res Cards and Reminders Week One: Learning Basic Profile Skills and Marketing Codes The following 5-week all-inclusive training program is designed to help you get started learning the basics of ClientBase. ![]() You can find the recording at the end of this article. This recording will provide a general introduction to the concepts of ClientBase and will review features and benefits, practical usage and navigation of the screens. The first step is to watch the ClientBase Online Overview recording. You can move forward if you feel you have mastered a concept or slow down if you need to spend more time mastering a concept. However, you go at the pace you feel the most comfortable. This is a suggested schedule based on training hundreds of agencies. This training program is broken down into weeks so that you have a chance to practice what you learn.Start with the basics and build from there.This document breaks down training into weeks, not days. We have everything you need to be successful!Ĭommit to building a training schedule and stick with it! Schedule time for training like you would schedule client appointments. It’s important to have a plan, set realistic goals, objectives and time frames, and utilize the many ClientBase Online tools and resources. We at Tres Technologies, feel strongly that the best way to learn ClientBase Online is to take it one step at a time and stay consistent with your training.
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