Scheduling training should not be a time consuming or stressful event. PropertyBoss has recently redesigned the training request and scheduling process to make it easier and more user-friendly.  When entering the scheduling section of PropertyBoss website, you will notice the major revisions and updates that have taken place over the last few weeks.  Having the ability to view a list of predefined courses, course abstracts, as well as the actual dates and times available lets you know the ‘what, when , and who’ of your training session.

To help clients receive the training they are looking for, we have also divided our courses into three main categories: Basic, Intermediate, and Advanced.

• Basic – The basic series of courses is for the new or less experienced PropertyBoss user. The topics covered here are the items that the majority of clients will utilize on a regular basis (data entry, activities, transactions as well as basic QuickBooks integration).
• Intermediate – The intermediate series expands on the topics covered in the basic series. These items are usually for the PropertyBoss user looking to gain a better understanding of the additional features offered (work orders, advanced reporting, and letters).
• Advanced – The advanced series is for the experienced user or the user for specified training not found in the other courses. This could be add-on module training, expanded training from one of the previous series, or a specific PropertyBoss functionality.

The new course scheduling format allows you to schedule a specific time and date for the desired course.  The days and times are ‘real-time’ and are actual instructor availability times.  Once these dates and times are selected, they are then tentatively reserved (based on payment confirmation).  The second piece of information is payment option.  PropertyBoss now offers the ability to pay online securely for your training session through bank draft, credit card or through a prepaid training account.  To pay using either the bank draft or credit card method, you will need a valid account number and security information.  Once entered, the account will be verified and final confirmation of the session will be confirmed. If utilizing prepaid training time, you will enter the enrollment code provided on the confirmation email sent after the training time was purchased.

We hope the process makes scheduling easier and are always looking for ways to improve. Let us know what you think!