Advance registration is requested but not required to help us anticipate and tailor to needs.
Please check this page for any late change or cancellation notices.
Spring 2021 Live Virtual Trainings
2021 schedule coming soon. Please revisit early January.
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Navigate Basic Training covers the essential features to get started; Home, Calendar, Availability, Messaging, Student Profiles, and Basic Searches. First-time users are strongly encouraged to start their training here.
Navigate Intermediate Training covers frequently used advisor productivity features; Tags, Appointment Reports, Notes, Appointment Requests, Lists, Reminders, and Cases. Basic Training is strongly recommended prior to attending this topic.
Navigate Deep Dive: Campaigns covers all things related to campaigns; how to launch, making adjustments after, messaging best practices, reports, and tips & quirks. Basic Training is strongly recommended prior to attending this topic.
Navigate Deep Dive: Advanced Search covers the best ways to find the students you wish to reach. Topics covered include; suggested categories and tags, suggested searches, taking advantage of saved searches, and tips & quirks. Basic Training is strongly recommended prior to attending this topic.
Additional topics available by special request:
Deep Dive: Front Desk Roles and Appointment Center