Admin Training
Take a deeper dive into the waters of Beacon, and explore how to create records and add fields, as well as all of the standard things included in User training.
Please note - Admin training can only be completed by those who have Admin access
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