How long is the onboarding process?

The onboarding process consists of four steps. Once you complete each step, your onboarding is complete.

  1. Schedule and attend your onboarding kick-off call with the customer success team. A link to schedule a customer success call is sent via email after you purchase the software.
  2. Complete the in-app onboarding checklist. The checklist includes training videos, articles and a quick virtual tour.
  3. Complete your training with the customer support team. Click here to schedule training. 
  4. Run your first report!

Onboarding is complete.


Click to enlarge.