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

 

 

 

 

 

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