AppHelp Cloud App Onboarding

Setup and Training Services for Cloud Apps

BigTinCan

Learn how to setup and use the core features of your new Digital Content Management platform.

BigTinCan

Onboarding:

  • Understanding user roles and settings
  • Creating groups and assigning to channels
  • Creating, publishing and editing a story (newsletter, etc.)
  • Understanding story options such as sharing, events, geolocation, metadata and tagging
  • CRM integration
  • Overview of Reports
  • ...and more!

Staff Training:

  • Overview of mobile app
  • Configuring account and notification settings
  • Creating and viewing stories
  • Overview of story options
  • ...and more!

Deputy

Learn how to setup and use the core features of your new Staff Management software.

Deputy

Onboarding:

  • Publishing schedules and assigning tasks
  • Using schedule templates
  • Approving and exporting timesheet
  • Overview of reports
  • …and more!
  • Scheduling employees and shift statuses

Staff Training:

  • Viewing the news feed
  • Recognizing and completing assigned tasks
  • Submitting availabilities
  • Clocking in and out of shifts and breaks
  • …and more!

ForceManager

Learn how to setup and use the core features of your new sales force automation and CRM solution.

ForceManager

Onboarding:

  • Importing, adding, and editing accounts and contacts
  • Customizing fields
  • Creating and reviewing opportunities
  • Adding calendar events/tasks
  • Overview of reports and sales analytics
  • ...and more!

Staff Training:

  • Phone and Email synchronization
  • Geolocation
  • Creating and reviewing opportunities
  • Creating to-do lists and recording activity (emails, phone calls, check-ins)
  • Overview of reports
  • ...and more!

FreshBooks

Learn how to setup and use the core features of your new Accounting software.

FreshBooks

Includes:

  • Initial setup
  • Enabling payments
  • Client and Project creation
  • Building and sending estimates and invoices
  • Configuring client and tax information
  • Introduction to the time-tracking interface, editing and deleting entries, etc.
  • Overview of reports
  • ...and more!

GoCanvas

Learn how to setup and use the core features of your new App and Form Building software.

GoCanvas

Includes:

  • Creating and publishing forms
  • Downloading and using form templates
  • Pre-populating and auto-populating fields
  • Viewing form submissions
  • Customizing and e-mailing forms in PDF format
  • Overview of user permissions
  • Using the GoCanvas mobile app
  • ..and more!

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