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CLASS SCHEDULE:
All classes are 30 minutes long and begin at:
2:00pm EST/ 1:00pm CST/ 12:00pm MST / 11:00am PST
To register, please click on the class name.
January 4: Dashboards
January 9: Clients and Travelers
January 11: Trips
January 16: Reservations
January 18: Client Payments
January 23: Client Itinerary
January 25: Direct Connects (known as Live Connect in ClientBase)
February 1: Action Plans and Email Templates
February 6: Tags
February 8: Agency Settings, User and Advisor Profiles
February 13: Supplier Payments
February 15: Bank Register and Reconciliation
February 20: General Ledger
February 22: Advisor Pay Reconciliation and Statements
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