Gould Oral and Maxillofacial Radiology
A custom SuiteDash portal for a radiology practice
Brand identity, website and a customized SuiteDash portal tailored to the practice.
SuiteDash training on your own account
Your team learns SuiteDash on your own account and real work, not a generic demo.
This is for you if SuiteDash is set up but not used well
- Only one person knows how the system works, and everyone asks them.
- New staff learn SuiteDash by trial and error.
- Your team works around the system because nobody showed them the right way.
What SuiteDash training includes
- Live sessions
- Walkthroughs on your own account, using your clients and projects, with time for questions.
- Recorded walkthroughs
- Short videos your team can rewatch when they forget a step.
- Written SOPs
- Step-by-step guides for the tasks your team repeats every week.
- Role-based training
- Different sessions for admins, account managers and staff who only need a few tasks.
- Admin handover
- How to add users, change forms and adjust automations safely.
- Follow-up support
- Questions answered after training, per project or on a monthly plan.
Choose a training format
Most teams mix two or three. Pick one to see what it covers.
Live sessions
We walk your team through the portal on a video call, using your own clients and projects, with time for questions. Best for launches and new processes.
Recorded walkthroughs
Short videos of each task on your own account, so your team can rewatch them and new starters can learn without a live session.
Written SOPs
Step-by-step guides with screenshots for the tasks your team repeats every week, so everyone does them the same way.
How the work runs, step by step
Map how you work today
We learn how you handle leads, clients, projects, billing and messages right now.
Design the SuiteDash setup
We agree what to build, what stays manual and what gets automated, in writing.
Build and test
We configure and test every client and team journey before anyone logs in.
Hand over and support
Your team gets a walkthrough, and we stay on for changes as you grow.
What SuiteDash training costs
A walkthrough and handover are part of every setup we build. Team training is included in our advanced implementation, from $2,000, or priced separately for existing accounts.
See SuiteDash pricing and packagesTeams we have handed over to
Jonna and her team helped me develop my company's logo and brand identity, design and build my business website, and create a customized SuiteDash portal tailored to the unique needs of my radiology practice. The quality of her work exceeded my expectations at every stage of the process!
Training a team on SuiteDash
What is the best way to train a team on SuiteDash?
Train on your own account with real work. A generic demo teaches people where buttons are; training on your clients and projects teaches them how your business runs in SuiteDash, which is what they need on Monday morning.
Keep sessions short and task-based. One session on onboarding a new client beats an afternoon tour of every module.
Should everyone get the same SuiteDash training?
No. Train by role:
- Admins: users, permissions, forms, automations and how to change them safely.
- Account managers: pipelines, proposals, onboarding and client messages.
- Delivery staff: projects, tasks, files and time tracking.
- Occasional users: the two or three tasks they actually do.
Why write SOPs for SuiteDash?
Because people forget, and staff change. A short written procedure for each repeat task, with screenshots from your own account, means new starters can learn without interrupting the one person who knows. It also keeps the system consistent: everyone creates projects and tags contacts the same way.
How do I onboard new staff to SuiteDash?
Give them the recorded walkthroughs and SOPs for their role, a login with the right permissions, and one real task to do on their first day. Review it with them. Most people are comfortable within a week when the training matches their job.
Questions about SuiteDash training
Will you train our team?
Yes. Every build ends with a walkthrough and handover, so your team knows how to use and manage the system. If you need more, we can run live sessions on your own account, record short walkthroughs and write step-by-step guides for the tasks your team repeats.
Can you train us on an account someone else built?
Yes. We review the account first so the training matches how it is actually set up. If we find problems along the way, such as automations that conflict, we point them out, and you decide whether to fix them before or after the training.
Do you train clients as well as staff?
We can help you introduce clients to the portal, for example with a short welcome guide or video and an On-Boarding FLOW that walks them through their first login. Most clients need very little training when the portal is built around their tasks.
Can training be recorded?
Yes. We can record walkthroughs so your team can rewatch them and new starters can learn without a live session. Recordings are made on your own account, so they show your real setup, your clients and your own wording.
More ways we help with SuiteDash
Train your team on your own SuiteDash
30 minutes. No obligation. You’ll leave with a plan.