iCarol Standard Implementation

Once you choose iCarol as your solution, we want to ensure a smooth transition from your trial to implementation. That’s why we offer comprehensive implementation with your initial iCarol subscription.

What’s Included:

Your Implementation Plan

• You will be assigned a Client Support Implementation Specialist (CSIS) during your entire Implementation Period
• 1-hour Implementation Kick-off Meeting to discuss your priorities and timelines, so your assigned CSIS can determine the best plan to help you
• Minimum of Four (4) scheduled, 30-minute check in meetings to review progress on support tickets and tasks
• Communications using our convenient in-app iCarol Help Center to better track each phase of your Implementation
• Most new customers complete implementation within 30 days of requesting their first invoice

How this will all work

• Your assigned CSIS will set up separate support tickets to guide you through the steps to configure your iCarol system to meet your needs
• Support tickets include:
  • Set up volunteers and staff
  • Set up shifts
  • Create/configure Contact Forms
  • And more…
• Follow and respond to your support tickets in the iCarol Help Center
• In each support ticket, your assigned CSIS will:
  • Explain and/or direct you to information explaining each feature
  • Ask questions to best help assist you in configuring the feature to meet your needs
  • Offer a Training Plan to help you and your staff learn how to use each feature

In-app help and training

• Training Plans will be provided along the way to help you and your staff best learn how to use each iCarol feature
• Those that have the best success – Self Train! You have at your fingertips:
  • Dozens of tutorial videos on iCarol features
  • Hundreds of knowledge articles with step-by-step instructions
  • Recorded training webinars
  • Tips and tricks shared on the Admin Dashboard
  • Access to the iCarol Community

Click here to download this information as a PDF.

Think you may need support beyond what’s listed here? Ask us about our premier options and professional services offered by our staff.