Training

The following frequently asked questions are related to training.

Where can I learn more about Client360, and how do I get support?

You can explore the new service portal and learn how to use it by:

  • Visiting our Client360 Resource pages in our online training environment.

  • Previewing Client360 in this brief video.

  • Joining instructor-led training sessions. Find sessions on the Training Get started page.

  • Taking advantage of built-in support tools such as Mave, our virtual assistant.

Will there be training for the rest of my staff?

The full training video and learner guide are available on the Get Started with Client360 page of the Client360 Resources. This is available for free, and all of your staff can access it.

Can I get a Client360 technical guide for administrators?

Yes, there is a technical guide for administrators. You can find it in the Admin Portal section of the Client360 Resources self-help pages.

Is there a cost for Client360 Training?

No, there is no cost for the Client360 Training. The full training video and learner guide are available on the Client360 Training page of the Client360 Resources. This is available for free and accessible to all your staff.

What does PCI and PII mean?

PCI is short for PCI DDS, which stands for Payment Card Industry Data Security Standard, and PII is Personal Identifiable Information.

Is the training session going to be available in a video?

The full training video and learner guide are available on the Client360 Training page of the Client360 Resources. This is available for free and accessible to all your staff.

Will there be additional training available?

The full training video and learner guide are available on the Get Started with Client360 page of the Client360 Resources. This is available for free and accessible to all your staff.