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Get up and running with Karbon live group training
Get up and running with Karbon live group training

Attend our weekly live group trainings

Erin Jamison avatar
Written by Erin Jamison
Updated this week

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

  • Understand 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

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