XBert Masterclass:
From Setup to Seamless

Each session walks you through core setup actions; from getting your account structure right to building recurring workflows and understanding your data - so by the end, your XBert account is configured, automated, and ready to go. 

We’ll guide you in real time while you follow along on your own screen. This will be a practical hands on series with results you can see and implement immediately.

_{Session 1 - Wed, May 6th | 12PM - 1:30PM AEST}

Set Up XBert Right from Day One

• Learn best practice for structuring your XBert account for long-term success.

• Set up XBert’s core settings, like users, roles, client groups and statuses, note topics and note link tags.

• Establish your capacity framework to plan, allocate and monitor workload effectively.

_{Session 1 - Frid, May 8th | 12PM - 1:30PM AEST}

Delivering High Quality Client Work

• Create recurring tasks for your core work including custom client notes.

• Establish role-based task allocation to ensure accountability.

• Delegate confidently and ensure compliance.