TransForm - training materials index
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
How to look up transactions and generate reports
How to create and manage users
Best practices to minimize chargebacks
Need help?
Just email support@b4checkin.com
How support works
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.
VIDEOS
user management
payment request mailer & scheduler
reports for TransForm
re-sending emails from the email log
© 2024 b4checkin