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.

Tip: If you are new to Karbon, we recommend attending the Fundamentals Live Group Training first, prior to attending the Account Optimization & Template Building.

Fundamentals (45 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

Register here for the Fundamentals Training

Account Optimization & Template Building (45 min)

Learn to optimize key settings and create your first workflows before adding additional team members. This training is mainly for Karbon admin users.
This training will cover:

  • Customize key settings

  • Optimize a pre-populated template

  • Create and automate Client Tasks

  • Create and manage work

Register here for the Account Optimization & Template Building Live Group Training

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