BriteBiz

Getting trained and set up is super simple. There are 8 key areas to getting trained. Click on each link to take you to the relevant training section. 

Click on the link to view the training for each area. 

<a href="https://help.britebiz.com/en/collections/3090179-dashboards-list-views">Dashboards &amp; List Views</a> 

<a href="https://help.britebiz.com/en/collections/2757348-all-things-email">All Things Email</a>

<a href="https://help.britebiz.com/en/collections/2766641-calendar">Calendar</a>

<a href="https://help.britebiz.com/en/collections/2730756-worksheets-beo-s">Worksheets/BEO's</a>

<a href="https://help.britebiz.com/en/collections/2917895-smartdocs">SmartDocs</a>

<a href="https://help.britebiz.com/en/collections/2995301-products-payments-and-financial">Products, Payments &amp; Financial</a>

<a href="https://help.britebiz.com/en/collections/2902276-managing-inquiries-bookings">Managing Inquiries &amp; Bookings</a>

<a href="https://help.britebiz.com/en/articles/5015819-how-to-create-and-edit-pages-4-minute-video">Managing Pages</a>

1. <a href="https://help.britebiz.com/en/collections/3090179-dashboards-list-views">Dashboards &amp; List Views</a> 
2. <a href="https://help.britebiz.com/en/collections/2757348-all-things-email">All Things Email</a>
3. <a href="https://help.britebiz.com/en/collections/2766641-calendar">Calendar</a>
4. <a href="https://help.britebiz.com/en/collections/2730756-worksheets-beo-s">Worksheets/BEO's</a>
5. <a href="https://help.britebiz.com/en/collections/2917895-smartdocs">SmartDocs</a>
6. <a href="https://help.britebiz.com/en/collections/2995301-products-payments-and-financial">Products, Payments &amp; Financial</a>
7. <a href="https://help.britebiz.com/en/collections/2902276-managing-inquiries-bookings">Managing Inquiries &amp; Bookings</a>
8. <a href="https://help.britebiz.com/en/articles/5015819-how-to-create-and-edit-pages-4-minute-video">Managing Pages</a>

If you need additional support or would like to meet with your company's dedicated Customer Success Manager for additional training &amp; help, please reach out to us at <b><a href="mailto:hello@britebiz.com" target="_blank" rel="nofollow noopener noreferrer">hello@britebiz.com</a> or use the "message" icon on the chat widget. </b> 

Just joined the team and new to using an established BriteBiz account? Everything you need to know to use your company's Brite Account!

New User Guide

Find answers and get help from Intercom Support and Community Experts

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New User Guide

Training For All New Users

8 TRAINING AREAS

If you need additional support or would like to meet with your company's dedicated Customer Success Manager for additional training & help, please reach out to us at hello@britebiz.com or use the "message" icon on the chat widget.