All modules
1
Module
Your Organisation
Onboarding, company details, branding, hours and defaults — the settings that turn up on every report you ever send.
4 lessons30 minMostly desktop
Start lesson 1.1Lessons
- 1.1Signing up and onboardingComplete onboarding and explain each choice's downstream effect. Industry type is the highest-stakes one.7 min
- 1.2Company information and brandingConfigure the profile so reports, portal and widget all carry correct branding.8 min
- 1.3Business hours and defaultsSet hours, and predict how they constrain bookable slots later.7 min
- 1.4Settings, mappedLocate any setting in under thirty seconds.8 min
Module quiz
10 questions. 80% to pass, and passing unlocks the next module. Get one wrong and you are told which lesson to revisit.
Take the quiz