How can we help?

    WOA Training Resource Center

    Follow
     

    WELCOME!

    We are so excited to have WOA joining the Club OS Family! We understand that training can be daunting, so we want to break it down for you.  Please watch the Club OS Basic snippet videos, they are very short and digestible!   
     

    **CLICK HERE TO ACCESS CLUB OS BASIC VIDEOS** 

     

    ON-BOARDING INSTRUCTION
      
    Please review each webinar that is applicable to your role. 
     
    Suggested Time Line:
     
    Week One: Club OS Basics, Leadership Training, Staff Training, and Q&A
     
    Week Two: Marketing Training and Q&A 

     

    Week One:

    Leadership Training Webinar 

    Description: This webinar will take you on a journey through the Club OS Management tools. Learn how to set dashboard goals, track KPIs, audit staff output, and much more!
     
    Attendees: Managers
      
    Action Items:
    1. **Click here to watch the course**
    2. Go to the bottom of the page to download the Leadership Webinar Guide. This is a great reference to take notes while following along!
    3. **Click here to take our Leadership Training Quiz!** 
     
    Staff Training Webinar
      
    Description: This webinar, will educate staff on the basic workflow of Club OS from adding a Prospect into the system to how a sale is reflected and the contacts that are made.
     
    Attendees: ALL STAFF
     
    Action Items:
    1. **Click here to watch the course**
    2. Go to the bottom of the page to download the Leadership Webinar Guide. This is a great reference to take notes while following along!
    3. **Click here to take our Staff Training Quiz!**
     
    Week Two:

    Marketing Webinar  

    Description: This webinar will describe how to filter for your target audiences, create email campaigns that are either one-time blasts or recurring automatics, and how to read the reporting around those.
     
    Attendees: Marketing/Managers
     
    Action Items:
     
     
    Here are some helpful step by step instructional links to guide you through the campaigns processes. You can also click the "Help" widget at the bottom of any Club OS page and search the key words to view these articles in the pop window.
     
    Key words: Email Builder

    Key words: Bulk Text

     
    During your training, please send over any questions or concerns to: 
     
     

    ADDITIONAL RESOURCES

    **Click here for WOA FAQ's**

    **Click here for Hot Tips!**  (to drive business!)

    **Club OS Updates**

     

    Completed all of your on-boarding training and webinars, but still have questions? Feel free to reach out to support@club-os.com and we would be happy to further assist you! 

     

    Was this article helpful?
    1 out of 1 found this helpful

    Comments

    • Avatar

      where are the recorded videos so we can watch the training on demand?