This interactive learning course is designed to make setting up your XBert account simple, fast, and accessible. Powered by Thinkific, it walks you through each stage of setup at your own pace - helping you learn key features and workflows step by step.
Whether you’re a new user or revisiting the setup process, this course will help you build confidence, streamline your workflow, and get the most out of XBert.
Set up your account on your own schedule with structured guidance and resources.
Access the same detailed, step-by-step learning offered in the paid Fast-Track program - free and self-paced.
Get help and support anytime using Help at the bottom left in your XBert Menu.
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
Learn how to navigate and manage your XBert Work Board - from understanding XBerts and tasks to creating quick, email, and extension tasks. You’ll also discover how to use filters and saved views to organise your work and manage your team’s workflow efficiently.
Certificates
When you complete the XBert Self Implementation course, you’ll receive a certificate of completion, recognising your achievement and new skills.
Fast-Track vs. Self-Implementation
The paid Fast-Track program remains available for users who want a more hands-on onboarding experience with direct support from an XBert Onboarding Specialists.
If you prefer to learn independently, the Self Implementation course offers the same level of detail and guidance - but with the flexibility to move at your own pace.
It's designed to make setting up, learning, and growing with XBert as smooth and accessible as possible. It supports your long-term success by helping you scale your client base, streamline onboarding, and stay up to date with both new and existing features.