iCompass offers several different training options, including self-serve training materials and 1-on-1 coaching. Our training options include:
Recorded “Easy as That!” Training
“Easy as That!” training was recorded to create videos that can be watched at your convenience. Click the links below to review the following training sessions:
- Agenda Reports and Agenda/Packet Creation
- Agenda and Basic Meeting Administration
- Minutes
- Follow-Up and Action Tracking
- Administration
Additional Training Videos
Coaching
1-on-1 meeting, 60 minutes with an iCompass coach.
- Coaching is tailored to your specific organization.
- For specific set up questions or user admin not covered in training.
We have recently changed the process by which customers book into coaching sessions. Please take a second and review the document and video below to ensure a successful booking experience.
How to book training: Link to the PDF
Creating a Diligent Connect account: Link to the video
Help Guide
There is also the built in Help Guide which has detailed instructions and screenshots for completing most the functions within your iCompass site.
To access the Help Guide:
- Click Help.
- Click Help Guide.
*The Help Guide that is applicable to the current page you are on will open.