Post-training links

The following links are sent to trainees immediately following user training, just prior to the release of TransForm.

How to create or edit a transaction category (payment type)

https://b4checkin.atlassian.net/l/c/Qno1zJUJ

How to customize text and messages

https://b4checkin.atlassian.net/l/c/0j4eFxbo

How to create payment request emails & links

https://b4checkin.atlassian.net/l/c/tNDEZYXR

How to send requests for multiple payments

https://b4checkin.atlassian.net/l/c/y20hJD5j

How to look up transactions and generate reports

https://b4checkin.atlassian.net/l/c/3U9m5dtt

How to create and manage users

https://b4checkin.atlassian.net/l/c/bRYAjUQw

Best practices to minimize chargebacks

https://b4checkin.atlassian.net/l/c/xN6SYwMb

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If you need additional training sessions in future, just submit a support ticket describing your need, and we will advise the cost, if any, as well as how to book.

VIDEOS

user management

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reports for TransForm

re-sending emails from the email log

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