Secure your place for free, live 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.
Account Optimization & Template Building (45 min)
Learn to optimize key settings and create your first workflows before adding additional team members. This training will cover:
- Customize key settings
- Optimize a pre-populated template
- Create and automate Client Tasks
- Create and manage work
Fundamentals Live Group Training (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
- Create and schedule Work across your team
- Manage your tasks in To-Do
- Organize and import client data
General Q&A Session (30 min)
If you have any questions, attend a live group session of open Q&A. All attendees will have the opportunity to ask questions about using Karbon in their practice. As well as hear common questions asked by new Karbon customers.