You set the training pace. We’ve outlined an example of a typical onboarding journey below. However, we understand that your council is on a tight schedule and managing a full calendar of events. We are fully prepared to accelerate this timeline or adjust the focus based on your specific goals and deadlines.
Step 1: Discovery & Fit
Initial demo and consultation with our team to ensure our tools align with your council’s unique workflow.
Step 2: Foundation & Setup
Finalize agreements and begin data organization (Council Spreadsheets).
Initiate payment processor integration to ensure a seamless financial transition.
Step 3: Event Management Launch
Goal: Go live for event registrations.
Comprehensive training on event setup, management, and accounting. Start accepting deposits for future events, such as Summer Camp 2027.
Step 4: Facility & Camp Reservations
Goal: Go live for weekend camp and facility reservations.
Focused training on reservation setup, management, and financial reporting.
Step 5: Advanced Tools & Refinement
Training for specialized modules: Merit Badge/class setup, Trading Post integration, and Point of Sale (POS) systems.
Step 6: Data Validation & "Go-Dark" Prep
Final buffer period to ensure all historical data is secured and your team is fully confident before your current software access ends.