Welcome to XBert Self Implementation, our self-guided learning platform designed to make setting up your XBert account easier, faster, and more accessible.
Powered by Thinkific, this interactive course lets you explore each part of the setup journey at your own pace, with step-by-step guidance to help you feel confident using XBert.
Here’s everything you need to know to get started!
This course is designed to simplify and support your setup journey, guiding both new and existing users through XBert step by step to build confidence and familiarity with the platform.
New users can set up their accounts at their own pace, with structured self-implementation tools and resources to guide them along the way.
XBert Self Implementation offers a free alternative to the paid Fast-Track program, providing the same level of detailed, step-by-step guidance through every part of the setup process.
Help and support is always available using Help in your XBert Menu.
Courses Available
XBert Self Implementation Course
Our free, self-paced onboarding course is a comprehensive alternative to the paid Fast-Track program. It’s designed to help users at all levels confidently set up XBert, understand key features, and implement efficient workflows across their practice.
XBert User Training (Coming Soon!)
This upcoming course will teach users how to get the most from the XBert Work Board - using it as a central hub for task management, client visibility, and smooth team collaboration.
Certificates
Upon completing a course in XBert Self Implementation, users will receive a certificate - providing recognition of their new skills.
The paid Fast-Track program is still available for users who prefer a more detailed hands-on onboarding experience with direct support from XBert’s Support Team, Account Managers, and Onboarding Managers.
For those who prefer to learn independently, the Self Implementation offers a flexible, detailed, and fully guided experience.
XBert Self Implementation makes setting up, learning, and growing with XBert as smooth and accessible as possible. Supporting the long-term success by helping you scale your client base, enhancing the onboarding process, and keeping you up to date on both existing and new features.
Dive into the courses today and explore all that XBert has to offer!