Using The Master Learning Checklist Like The Pro You Are!

During Onboarding - you'll have access to our "Get Started" Checklist

You'll find this at the left side of your screen - don't worry if yours looks a little bit different, the general navigation will be the same. 

To begin your learning journey, select the "Start Learning Checklist" icon (found in the two circled locations): 

Access the checklist. 

Once you select the Checklist icon, your Learning Checklist will pop-up.  Click the arrow to expand each selection and review the articles within to familiarize yourself with each process. 

Want to keep track of your progress?  Select the "Go Live Launch Checklist" from within this pop-up and check off items as you go. 

Is your agency already Live?  Access your Learning Checklist and more here

After your onboarding journey is complete, you'll find these icons at the bottom of your Agency Dashboard

• Click the ? icon to enter our Knowledge base

• Click the ticket icon to submit a support ticket

• Lastly, click these three dots to expand the menu...

• And find your Learning Checklist here