Course Details

Please note - Admin training can only be completed by those who have Admin access

  1. 01

    • Welcome to the Beacon user tutorial

    • Beacon Basics

    • How to use our Support Feature

    • Beacon Basics - Quiz

    • How records relate to each other

    • Beacon record types

    • Creating your first few Beacon records

    • Updating Records

    • Record Quiz

    • Create your first Custom Fields

    • Create your first few Payment Records

    • Searching, Filters, Views and Columns

    • Custom Fields, Searching and Filtering Quiz

    • An Introduction to Subscriptions

    • An Introduction to Timelines

    • Subscriptions and Timelines Quiz

    • Importing Data

    • Exporting Data

    • Importing & Exporting Quiz