Learning Outcomes
In this course, you will learn how to use the various components of Syft to manage your practice better and how you can monetize Syft to grow your practice. The main learning objectives for this course are:
- How to manage your clients and team with Oversight and Overview;
- How to delegate and collaborate with Users and Roles;
- How to use Syft’s Pricing insights tool;
- How to approach your clients with Syft; and
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Some ways in which you can monetize Syft in your practice.
Curriculum
Module 1: Welcome
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Module 2: Managing your clients and team
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after you enroll
Module 3: Delegating and collaborating
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after you enroll
Module 5: How to approach your clients with Syft
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Module 6: How to monetize Syft and grow your practice
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Module 7: Course Summary
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after you enroll
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