Karbon

Schedule your group onboarding sessions.

Secure your place for live online training with a Karbon Expert. Register for your choice of sessions to optimize Karbon to suit your practice, learn our best tips for getting started and have all your questions answered.

Fundamentals Live Group Training

In 60 minutes, discover the core features of Karbon and other tips for getting started. Perfect if you are new to the app.

  • Use Triage to manage your email
  • Create and schedule Work across your team
  • Manage your tasks in To-Do
  • Organize and import client data
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Additional Training Sessions

Account Optimization & Template Building

In 30 minutes, find out how to set up Karbon, optimize key settings and create your first workflows before adding additional team members.

  • Customize key settings
  • Optimize a pre-populated template
  • Create and automate Client Tasks
  • Create and manage work
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General Q&A Session

Join a Karbon Expert for a 30 minute live group session of open Q&A. All attendees will have the opportunity to ask any questions about using Karbon in their practice.

  • Hear common questions asked by new Karbon customers
  • Learn advanced tips for getting started on Karbon
  • Contribute to an open Q&A discussion
Register now