VIDEOS
user management
payment request mailer & scheduler
reports for TransForm
re-sending emails from the email log
TransForm training session with MGM
Below is a screen shared user training session held with MGM in April, 2022.
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Post-training links
The following links are sent to trainees immediately following user training, just prior to the release of TransForm.
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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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https://b4checkin.com/support-how-to-log-a-ticket/
Need additional training?
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.