The SightPlan Training Team is committed to supporting SightPlan Users with all training and support needs through a variety of learning opportunities. Below is a comprehensive list of the recurring SightPlan training options. To register for each desired training, simply click the corresponding link then select your preferred date and time.
If you do not know which solutions you will be implementing at your property, please reach out to help@sightplan.com and request the name of the SightPlan products your community is subscribed to.
We'll see you in training!
*PLEASE NOTE: For SightPlan Operations Suite users:
All members of your team will need to attend two separate pieces of training:
SightPlan Answer 101 Training
SightPlan Work 101 Training
Managers and corporate team members will need to attend two admin-level trainings.
SightPlan Admin-Answer Automation Training (Community Managers and Corporate-level users)
SightPlan Admin-Work Management Training (Community Managers and Corporate-level users)
SightPlan Answer Automation Training*
Ideal for all members of the team (including maintenance), who are affiliated with communities that utilize SightPlan's answering service.
Agenda:
Managing Voicemails on the Web
Managing Emergencies (On-Call)
Resident Experience
On-Call Technician Experience
Creating Your On-Call Schedule
Live Webinar | East Coast | English: Answer Automation Training - Register Now!
Live Webinar | West Coast | English: Answer Automation Training - Register Now!
On-Demand Video: SightPlan Answer Video Training - Watch Now!
SightPlan Admin Training - Answer Automation*
Ideal for all community managers and corporate-level users whose communities are using SightPlan's answering service.
Agenda:
Setting Up Your Team Access
Custom Setting Options (including Answering Service and Assignments settings)
Managing Your On-Call Schedule
Reports
Live Webinar | English: Admin Training - Answer Automation - Register Now!
On-Demand Video: SightPlan Admin 101 Video Training - Watch Now!
SightPlan Work Management Training*
Ideal for everyone on your team (including maintenance), who is affiliated with communities that employ SightPlan's Work or Operations Suite. Available in English and in Spanish.
Agenda:
SightPlan Integration
Accessing SightPlan.com
Task (Work Order) Creation & Management
SightPlan Web
SightPlan Mobile
Using SightPlan Projects
Live Webinar | East Coast | English: Work Management Training - Register Now!
Live Webinar | West Coast | English: Work Management Training - Register Now!
***Spanish option available below***
Live Webinar | Spanish: SightPlan Work 101 Training (ESP) - Register Now!
On-Demand Video: SightPlan Work Video Training - Watch Now!
SightPlan Admin Training - Work Management*
Ideal for all community managers and corporate-level users whose communities employ SightPlan's Work or Operations Suite.
Agenda:
Setting Up Your Team Access
Custom Setting Options
Reports
Task creation and management (including Project Templates)
Live Webinar | English: Admin Training - Work Management - Register Now!
On-Demand Video: SightPlan Admin 101 Video Training - Watch Now!
SightPlan Engage 101 Training
This training is recommended for the following roles:
Regional Community Manager
Community Manager
Assistant Community Manager
Agenda:
Branding Your Community
Inviting Residents to Resident App & Portal
Review of the Resident Service Features in SightPlan
On-Demand Video: SightPlan Engage Video Training - Watch Now!
SightPlan Inspect 101 Training
Agenda:
Launch & Complete Inspections
Review Inspection Calendar
Access Reporting
Live Webinar | English: SightPlan Inspect 101 Training - Register Now!
On-Demand Video: SightPlan Inspect Video Training - Watch Now!
SightPlan Audit 101 Video Training
Agenda:
Access Your Audits
Complete Your Audits
Update Audit Templates
Audit Review Dashboard
Access Reporting
Live Webinar | English: SightPlan Audit 101 Training - Register Now!
Step-by-step Guide: SightPlan Audit Guide - Read Now!
Should you need additional training or support, please reach out to our Help Team at help@sightplan.com.