Secure your place for free online training with a Karbon Expert.
Register for your choice of sessions to optimize Karbon to suit your practice, learn our best tips for getting started and have all your questions answered.
Kickstart Workshop (60 min)
Discover the core features of Karbon and other tips for getting started, this training is perfect if you are new to the app. Learn how to:
Use Triage to manage your email
Use My Week to plan your work and get an overview of your priorities
Use Work Items to complete tasks and collaborate with your colleagues
Workflow Templates Workshop (60 min)
Explore the basics of workflow templates and account settings in this expert-led workshop.
You'll learn how to:
Access the Karbon Template Library and customize templates to meet your needs
Set up and manage client requests
The basics of automators and how to influence and automate your workflows
Customize your workflow settings
Get help and support if you need it
Billing & Payments Workshop
Explore the essential features of Billing & Payments in this expert-led workshop.
You'll learn how to:
Enable billing and payments and customize your settings
Manage your billing and payments process in Karbon.
Set up billing reports that give you the insights you need.
Get help and support if you need it.