Virtual Classroom sessions
Our small group sessions are aimed at giving users personalised support, come along to as many sessions you like to ask questions and get support.
Details of each session below: (Recording can be found under On-Demand in the Knowledge Base)
Session | Details |
Getting Started (Mondays) | This session is for new users who need help getting started with DASH! We'll help you figure out which apps best suit your needs and next steps to get the most from your 30-Day trial.
This is the first session you should attend, and it's the perfect foundation before diving into our other weekly live training sessions. |
Advice Generation (Tuesdays) | How to produce an SOA/ROA in DASH. We cover:
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Archer - Introduction (Thursdays) | For new users of our modelling tool, Archer, this session offers an essential overview. We’ll showcase the tool’s modelling capabilities using basic scenarios, giving you a solid foundation to get started. A must-attend for all new users! |
Archer - Advanced (Mondays) | Building on our introductory session, this follow-up dives deeper into more complex strategies with Archer. This is your opportunity to engage directly with our Archer trainers and get your questions answered. Many new users attend this session weekly while they're learning—it's a fantastic way to collaborate with other DASH users and enhance your skills.. |
Workflows (Wednesdays) | Learn how Tasks and Workflows in DASH can streamline and strengthen your practice's processes. In this session, we’ll simplify the workflow creation process, offering step-by-step guidance on mapping out your own processes and building them in DASH with ease. |
Agreements (Thursdays) | Streamline and manage your client review meetings, fee disclosure statements, and renewals with the DASH Agreements module. In this session, we’ll guide you through setting up service packages, customising your Dashboard to track key dates and services, and generating renewal letters effortlessly. |