Batchbook Onboarding
Onboarding is free, personalized, 1-on-1 training* that helps you learn how to use Batchbook for your specific needs. It's like having your own small business consultant to get you started.
...our Customer Experience team is ready to assist!
Go Deeper with One-on-One Onboarding
For those times where you feel stuck or need more in-depth answers, we have one-on-one sessions available. These can be done in half hour or one hour blocks.
Before you sign up
We ask that you watch our "getting started" webinar, Batchbook for Fun and Profit, before you request a one-on-one onboarding appointment.
You can sign up for the webinar or watch an archived version on our webinars page. When you are ready, you can schedule an appointment from the scheduler on the right.
Customer feedback
"Hands down, BatchBlue has the best customer support around! Melony managed our onboarding call, and besides being incredibly knowledgeable about how to best use Batchbook's flexibility for Hobnob's needs, she was a lot of fun to talk to with an honest desire to help us solve our toughest problems. It's rare to find customer support this thoughtful. BatchBlue has won Hobnob's business for the long term."—Ben Harris, HobNobJobs
"We had our onboarding session with Stephanie today—what a great experience! Thanks for a very pleasant onboarding experience and great software!"—Tim Morgan, Cygnus Communications Ltd
*The fine print: all active, paid accounts come with free Onboarding sessions: duration depending on plan level. Onboarding is done via phone, with the option to have an individual session or to include your team for a presentation. That's it!
To schedule
You've signed up for an account, done your prep work and you're ready to go—excellent! Onboarding can be scheduled in half-hour or one-hour blocks via the calendar below.
Please note: all scheduled times are in Eastern Standard Time (EST).
