Training | Onboarding sessions (essentials & master classes)

Lee Haskings

Modified on: Fri, 13 Sep, 2024 at 5:08 PM

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.

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 ▶️ Watch a recording 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	Mondays 1:30pm (1hr) ✅ Book now
Lightspeed essentials class ▶️ Watch a recording Preparing migrated products from NetSuite Pre-configuring Lightspeed for Go Live Essential setup steps and best practices	Fridays 1:30pm (1hr) ✅ Book now
Xero essentials class ▶️ Watch a recording Entering bills and managing finances in Xero Navigating the Xero interface effectively Preparing for a smooth Go Live with Xero	Fridays 3:00pm (30mins) ✅ Book now

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 ▶️ Watch a recording Preparing migrated products from NetSuite Pre-configuring Lightspeed for Go Live Essential setup steps and best practices	Tue, Wed, Thu 1:30pm (1hr) ✅ Book now
Xero master class ▶️ Watch a recording Entering bills and managing finances in Xero Navigating the Xero interface effectively Preparing for a smooth Go Live with Xero	Tue, Wed, Thu 3:00pm (1hr) ✅ Book now
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