Course Curriculum

    1. Founders Welcome

    1. Managing Users

    2. Adding Clients

    3. Adding Team Members

    4. Understanding Roles

    1. Reviewing the device support matrix

    2. Clients connecting their own devices

    3. Connecting devices on behalf of a client

    1. Configuring a Client Dashboard (Individual)

    2. Creating a Default Dashboard (all clients)

    3. Dashboard basics

    1. Creating Progress Reports for your Clients

    1. How to use the Concierge Service

About this course

  • Free
  • 30 lessons
  • 1.5 hours of video content