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.
