Training | Onboarding sessions (essentials & master classes)

Lee Haskings

Modified on: Mon, 21 Oct, 2024 at 4:51 PM

Changes to our training schedule coming shortly

As the rollout wraps up, Before and Go Live day sessions will have limited availability, but Friday rollout drop-in sessions are now open to all Franchise Partners. Refresher training starts next month - Click here for details

We've launched a new onboarding support process for Franchise Partners migrating to the Evo Platform, incorporating feedback and insights during the rollout to date.

Rollout drop in support

Join this session every Friday for any questions you have for the support team. nb. you need to register to join the session below

Fridays 9:00am - 12:00pm
Click here to register

How to attend

Before your Go Live, we'll send calendar invites with Google Meet links to your Franchise Partner email address.

We recommend forwarding this to additional key team members or use the booking links below (where available) to book extra sessions.

Before Go Live (up to 2 weeks)

Session / Details	When
Migration essentials class Key steps in the migration process and how to use your checklist How to minimise disruption during migration Tips for a smooth transition to the new platform	Live sessions have ended ▶️ Watch a recording
Lightspeed essentials class Preparing migrated products from NetSuite Pre-configuring Lightspeed for Go Live Essential setup steps and best practices	Live sessions have ended ▶️ Watch a recording
Xero essentials class Entering bills and managing finances in Xero Navigating the Xero interface effectively Preparing for a smooth Go Live with Xero	Live sessions have ended ▶️ Watch a recording

Go Live Week

(invites to these sessions will be emailed to you near your Go Live day)

Session / Details	When
Go Live morning support Your ROM (or Evo team member if unavailable) Will assist you going through your Migration Checklist They will be able to escalate issues in the morning with the Evo team	Go Live day 8:00am (2-3hrs)
Field & products master class Preparing migrated products from NetSuite Pre-configuring Lightspeed for Go Live Essential setup steps and best practices	Live sessions have ended ▶️ Watch a recording
Xero master class Entering bills and managing finances in Xero Navigating the Xero interface effectively Preparing for a smooth Go Live with Xero	Live sessions have ended ▶️ Watch a recording
Rollout drop in support Join this session on the week of your Go Live for any remaining questions with the support team.	Friday (Go Live Week) 9:00am - 12:00pm ✅ Book now