Gear up for the Year Ahead, Part 1: Setup and Core Features

Watch the Recording and Download the Steps for a Successful Relaunch Guide

Getting ready for the new school year doesn't have to be overwhelming. In this session, our Customer Success team walks through relaunch basics, core Grow features at three levels of depth, and where to go when you need help.

In this session, we cover:

• Relaunch basics: site configuration and updating users for the new year
• Observations: running records, quick feedback, and connecting data to performance dashboards and cycles
• Meetings: one-off and recurring meetings, templates, and linking to observations
• The Touchpoint Dashboard: the color-coded system, caseload management, and coaching accountability
• Calendar: syncing your schedule with observations and meetings
• When to go to your CSM vs. technical support

Have questions or want to talk through your account? Reach out to your Customer Success Manager anytime.