Getting Started for New Users
Guidance for best path for training videos and documentation to help new users navigate the set up and basics to start using our programs.
- ClientBase Online Training Program for the New User - Overview
- ClientBase Online Training Program for the New User - Week 1 - Profiles and Marketing
- ClientBase Online Training Program for the New User - Week 2 - Merge to PNR
- ClientBase Online Training Program for the New User - Week 3 - Getting Started with Res Cards and Reminders
- ClientBase Online Training Program for the New User - Week 4 - Using Live Connect
- ClientBase Online Training Program for the New User - Week 5 - Advanced Res Cards
- ClientBase Windows Training Program for the New User - Overview
- ClientBase Windows Training Program for the New User - Week 1 - Profiles and Marketing
- ClientBase Windows Training Program for the New User - Week 2 - Merge to PNR
- ClientBase Windows Training Program for the New User - Week 3 - Getting Started with Res Cards and Reminders
- ClientBase Windows Training Program for the New User - Week 4 - Live Connect
- ClientBase Windows Training Program for the New User - Week 5 - Advanced Res Card Skills
- Trams Back Office Training Program for the New User - Overview
- Trams Back Office Training Program for the New User - Week 1 - Profiles and Invoices
- Trams Back Office Training Program for the New User - Week 2 - Payments Received and Deposits
- Trams Back Office Training Program for the New User - Week 3 - Payments Made and Withdrawals
- Trams Back Office Training Program for the New User - Week 4 - ARC/BSP/IAR Reconciliation
- Trams Back Office Training Program for the New User - Week 5 - Finalizing Month End