Getting Started with DASH
Step 1 - Subscribe to some Apps in the Store. Decide which apps you'll be using for your advice process.
Step 2 - Invest some time to learn how the advice process works. Self-paced knowledge base learning or come to our live sessions.
Step 3 - Create a test client and step through the process, using the different apps to generate your SOA.
Step 4 - Get fully set up. Complete our Onboarding checklist and book in your complimentary onboarding consultation.
Ways to Learn DASH in a FLASH
We know everyone learns differently, so we have many different ways you can learn the system:
Live Training - Our weekly sessions are great for people that like to watch processes in action and ask the experts questions. Register Here
Knowledge Base - For a more self-paced approach, our extensive library of short, focused videos cover all areas of DASH. Or download PDF guides to follow up a process.
In-application guidance - Learn as you go, in most sections of DASH, you can watch tutorials specific to that area to learn more. Lookout for the ? icon.
Go to the interactive Getting Started Checklist