Training and System Access

Q: What training is included with my agentOS onboarding?

A: Training is included as part of your onboarding package and consists of a set number of hours tailored to your agency's needs. Training is typically split into several sessions across a few days to ensure you have time to absorb the information and practise between sessions.

Your training will cover:

• Navigation & Lettings – System overview and core lettings functionality
• Maintenance – Managing repairs, contractors, and maintenance workflows
• Accounts – Financial management, invoicing, and reporting
• Sales – Sales functionality (where applicable to your agency)

All training sessions are conducted online via Microsoft Teams. Once dates are confirmed, you'll receive a Teams invite for all participants. All you need is a microphone, a good internet connection, and a screen large enough to see what's being shared. Sessions can be recorded for your records.

Q: How do I arrange my training sessions during onboarding?

A: Your onboarding contact at [e-mail] will arrange your training directly with our training team. Once arranged, a trainer will reach out to you to schedule mutually convenient dates and times.

Please note that training sessions are only available on Tuesdays, Wednesdays, and Thursdays. We'll work with you to find times that suit your schedule within these days.

Q: Are there online training resources available?

A: Yes! In addition to your scheduled training sessions, you can access our self-paced online training platform on Teachable. These resources allow you to revisit topics, learn at your own pace, and refresh your knowledge whenever needed.

Q: When will I receive my login credentials and access to the system?

A: You have flexibility in how your training and system access are scheduled. You can choose to:

• Receive your login credentials first, then attend training (allowing you to explore the system beforehand)
• Complete your training first, then receive your logins (allowing you to apply what you've learned immediately)

Discuss your preference with your onboarding contact to determine what works best for your agency.

Q: Can I purchase additional training sessions after onboarding?

A: Yes, additional training sessions can be purchased if you need extra support or want to train additional staff members. For information about training options, costs, and how to book, see our guide or contact [e-mail].

Q: Who should I contact if I have questions about training?

A: During onboarding: Contact your onboarding contact at [e-mail] for scheduling or training-related questions.

After onboarding: Contact [e-mail] for additional training sessions, new starter training, or general training enquiries. You can also see our guide for full details on training options, pricing, and booking forms.