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
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