Solo
Setup checklist, tutorials and knowledge base.
Training services
Bring the whole team into one repeatable workflow
Training increases with plan level, and extra live sessions can be purchased as one-time services.
Team
One 60-minute live onboarding for up to five users, with recording.
Managed
Administrator setup, workflow training, import help and success reviews.
Private
Implementation kickoff, administrator and team sessions, train-the-trainer and runbook.