We know information overload is real, and even when resources are good, having too many links to keep track of can become a mess. We are here to help and keep things simple, so we have designed this 'cheat sheet' as your quick reference guide.
Use it to easily find where to go when you need support or guidance for completing steps in your planned Monograph Onboarding Journey (powered by ChurnZero) and to move through each milestone with confidence. When you are not sure where to go or what to do next, this guide will point you in the right direction.
Along with this guide, here are some helpful links to keep you organized:
★ Register for Onboarding Learning Sessions
Need something else? Reach out to your Launch Manager for additional support during your onboarding.
Onboarding Journey Milestone | Resource You Need |
✓ Attend Learning Your Business Session | Refer to the introduction email from your Launch Manager that you received on day one. It includes their direct scheduling link so you can book your Learning Your Business session.
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✓ Setup User Permissions ✓ Complete Your Settings | Use the Where To Begin: Admin Setup Guide for a clear walkthrough and helpful direction on completing these steps. |
✓ Activate e-Payments | Check out the How to Activate Your Monograph Account guide for step by step instruction. |
✓ Update Your Contact Directories* ✓ Add Your Staff | Use the Where To Begin: Admin Setup Guide for a clear walkthrough and helpful direction on completing these steps.
*If you are a QuickBooks Online user, your contacts will automatically import once you set up the integration. |
✓ Enable Quickbooks Online Sync | For QuickBooks Online users, watch our Enabling QuickBooks Online training session to learn more. |
✓ Create 3 Active Projects with Phases | Register and attend our Building Projects live session to learn more. |
✓ Log Hours on Active Projects | Register and attend our Tracking Time live session to learn more. |
✓ Create Invoice Templates ✓ Enter Historical Billed Amounts | Register and attend our Prepare For Invoicing live session to learn more. |
✓ Draft Invoices with Expected Date | Register and attend our Invoicing Clients live session to learn more. |