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Client Track
Certified Training Program |
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The Client Track Training Program is the ideal way to learn how Client Track can help you take control of your practice with our intensive training session. |
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The Client Track Certified Training Program will be held in major centres across Canada and
is an ideal opportunity for individuals and company employees to learn all about the features and benefits of being a Client Track user. |
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The intensive 4 hour session that will cover topics such as : |
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• Importing Client Information
• Assigning Client Tasks
• Time & Billing Module
• Managing your T1 Clients
• Send Automatic Notifications to Clients
• Appointments Scheduler
• Document Merge
• Document Vault |
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Participants must bring their own laptop computers with an authorized laptop licensed copy
of Client Track installed. If you do not have one, you may download our 30-day Free Trial
version of Client Track. Keep in mind that the trial version will only last for 30 days from the date of download. A certificate of completion and a receipt will be forwarded to participants following the session. |
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Selling Client Track is easy since there is no inventory to keep. Your customers can quickly download the 30-day free trial version of Client Track. When your customer is ready to buy, send them to our Order Page and have them enter your unique resellers number when ordering and we'll do the rest. Within 30 days of your customer's purchase, any sales of additional licenses to that customer will be credited to you. This provides you with an ideal opportunity to sell additional network licenses. You will also be responsible for answering any questions your customers may have during this time period. |
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Note : Registration Form will be up shortly. |
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Once registered, you will be notified by email. Payment must be made in full and there
are no refunds within 14 days of the session. |
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List of Events |
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Client Track
Certified Instructor Program |
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The Client Track Instructor Program is the ideal program for individuals and office staff to learn how to teach and troubleshoot Client Track to others. |
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Participants must have completed the Client Track Certified Training Program to qualify. |
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The intensive 4 hour program will cover topics such as : |
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• A review of all Client Track features
• Troubleshooting
• Teaching techniques |
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Participants must bring their own laptop computers with an authorized laptop licensed copy
of Client Track installed. If you do not have one, you may download our 30-day free trial
version of Client Track here. Keep in mind that the trial version will only last for 30 days
from the date of download. A certificate of completion and a receipt will be forwarded to participants following the session. |
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Note : Registration Form will be up shortly. |
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Once registered, you will be notified by email. Payment must be made in full and there
are no refunds within 14 days of the session. |
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List of Events |
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