Training helps your team get more from Synergist and spend less time working around it.
It's worth arranging when people are new to the software, when your processes change or when you start using an area of Synergist your team hasn't worked with before. If any of these sound familiar, it's a good time to get in touch.
We offer a range of free on-demand training courses, with how-to videos and downloadable resources, so you can work your way through at your own pace. Together, the courses take you from first login to final invoice. See the full course details on the Synergist training page.
How to enrol on a course
Enrolment is handled by the Client Success team.
- Choose the courses you or your team need from the Synergist training page.
- Email clientsuccess@synergist.co.uk with the names and email addresses of the people to enrol and the courses they want to take.
- The Client Success team will get everyone enrolled and set up.
Tips
- Start everyone on Synergist Intro, Timesheets and Expenses. They give the whole team the same foundations before they specialise.
- Match courses to roles. Finance teams get most from Invoicing, Purchasing and Revenue recognition. Job handlers need Synergist essentials, Job management and Resource management.
- Enrol whoever manages your setup on System administration, so someone in-house can handle users and settings.
Keep learning
Your courses are just the start. Once you've finished, you can:
- Join a Synergist webinar for monthly insight on running your agency.
- Watch video masterclasses and tips from Synergist experts in Synergist Masters.
- Work with agency experts to get more from your setup through optimisation services.
For step-by-step guidance on any feature, you're already in the right place. Search this Help Centre whenever you need a refresher.