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Customer Training

Online Training

Watch the core training videos for your team, then schedule a check-in call with customer success. Most practices are fully trained in under 45 minutes.

Schedule a check-in call

Training Videos

Core BoomCloud training for your team

Click any video to watch. The full series runs about 32 minutes.

Support Team Introduction

2 min

Meet the team and how we support your practice.

Logging in to BoomCloud

3 min

How to access your account and reset credentials.

Dashboard Overview

4 min

Navigate the dashboard, reports, and KPIs.

Plans

5 min

Build, edit, and publish membership plans.

Members — Part 1

5 min

Enroll members, manage profiles, and import lists.

Members — Part 2

4 min

Renewals, cancellations, and member communications.

Payments

4 min

Billing, failed payments, retries, and refunds.

Settings

3 min

Configure users, integrations, and account preferences.

Support

3 min

How to get help and use the knowledge base.

Marketing

4 min

Promote your plan and track campaign performance.