Speed Up Onboarding: Free User Guides for Your Clients
It’s important to make the switch as seamless and easy as possible for them, but it might be a bit difficult to find the time and resources to provide them with training while you’re also training your employees and refining administrative processes.
To help you out, we’ve compiled detailed guides containing everything your clients need to know to make the most of their Teachworks account if you plan to enable user accounts for them.
A quick note
Before downloading the guide, it’s important to note that no two Teachworks accounts are the same. The software offers many customizable settings and over 48 free integrations and add-ons, so not all sections may be relevant to your clients.
Creating your own variations
We’ve created a few different variations based on how our current customers use Teachworks. If you require a 5th variation, you can use a tool like ILovePDF for additional options.
ILovePDF offers the following tools:
Split PDF: You can use this tool to separate the pages included in the guide — each page will be saved as a separate PDF file.
Merge PDF: You can then use this tool to merge the relevant pages, thereby building your own unique variation.
Download the guide!
Variation 1: Includes all pages
- How to confirm Teachworks accounts
- How to update/reset passwords
- How to update profiles
- Accessing billing information (transactions/packages)
- Paying Invoices Online (Stripe Integration required)
- Requesting Lessons (Lesson Requests Add-On required)
- Using the Website Booking Plugin (Website Booking Plugin required)
Variation 2: Excludes Stripe Integration Section
Variation 3: Excludes Lesson Requests Add-On Section
Variation 4: Excludes Website Booking Plugin Section
If you have any suggestions or very specific user guide requirements, please let our support team know.
Still looking for tutoring, music school or driving school software to streamline your business? Take advantage of our free 3 week trial to see if Teachworks is a good fit for your business!