Quick Onboarding

Get Up and Running in 7 Days or Less

Our structured onboarding process ensures you are fully operational quickly, with dedicated support every step of the way.

Your 7-Day Onboarding Journey

A clear roadmap from signup to success

Day 1

Account Setup

Create your account, configure your organization profile, and invite team members.

Create admin account
Set up organization profile
Invite staff members
Configure basic settings
Day 2-3

Data Import

Import your existing student records, courses, and historical data.

Upload student CSV
Import course catalog
Migrate historical records
Verify data accuracy
Day 4-5

Workflow Configuration

Set up your enrollment pipeline, verification workflows, and notification preferences.

Configure enrollment stages
Set up verification rules
Customize notifications
Create document templates
Day 6-7

Training & Launch

Complete staff training and go live with your new platform.

Admin training session
Staff onboarding webinar
Test all workflows
Official launch

Support at Every Step

Multiple resources to ensure your success

Video Tutorials

Step-by-step video guides for every feature

Knowledge Base

Searchable articles and FAQs

Live Chat Support

Real-time help from our team

Dedicated Onboarding

Personal onboarding specialist for Enterprise

Your Onboarding Checklist

Track your progress with our built-in onboarding checklist. Complete all items to unlock your full platform potential.

Average completion: 5 days
Organization profile completed
Team members invited
Student data imported
Courses configured
Verification workflow set up
Notification preferences configured
Payment settings enabled
First enrollment processed
Progress0 of 8 complete
Enterprise Onboarding

Need Custom Implementation?

Enterprise customers get a dedicated onboarding specialist, custom data migration, API integration support, and priority training sessions.

Ready to Get Started?

Create your account today and complete onboarding in as little as 5 days.