Essential Training covers the core workflows every staff member needs to operate ClinicSoftware confidently from day one. Interactive guides, video walkthroughs, and step-by-step tutorials cover bookings, client management, payments, forms, and the diary. Accessible at any time from any device.
How It Works
01
Access training from the Help section or directly within each module
02
Assign specific training modules to new staff members from the Admin area
03
Staff complete training at their own pace and progress is tracked centrally
04
Managers can view completion status and assign refresher modules as needed
Key Features
Video Walkthroughs
Step-By-Step Guides
Role-Specific Modules
Progress Tracking
Manager Dashboard
Mobile Accessible
Certification on Completion
Refresher Courses
Pro Tips
Assign essential training to all new staff before giving them live system access
Use the progress dashboard to identify team members who need extra support
Schedule quarterly refresher training when new features are released