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Schedule Training for Your Team
Schedule Training for Your Team

From beginner to expert, we provide training for all expertise levels.

Updated over a week ago

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:

  1. SightPlan Answer 101 Training

  2. SightPlan Work 101 Training

Managers and corporate team members will need to attend two admin-level trainings.

  1. SightPlan Admin-Answer Automation Training (Community Managers and Corporate-level users)

  2. 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!


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


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***


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)


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


SightPlan Inspect 101 Training

  • Agenda:

    • Launch & Complete Inspections

    • Review Inspection Calendar

    • Access Reporting


SightPlan Audit 101 Video Training

  • Agenda:

    • Access Your Audits

    • Complete Your Audits

    • Update Audit Templates

    • Audit Review Dashboard

    • Access Reporting



Should you need additional training or support, please reach out to our Help Team at help@sightplan.com.

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