Clients & Profits | Video Training Classes

Software for the Business of Being Creative® Since 1986

Essentials
The Essentials Series covers Clients & Profits basics. It starts with how to get around the program and then goes through the features you will use right away. Start with the first class and continue in order with classes that match your job responsibilities. Take these classes before you start using Clients & Profits and you’ll get off to a great start.

Getting Around Learn how to get around Clients & Profits with this overview of the menu, work flow and navigation tools.	Level 1	8:47	For: Everyone
Easy Time Keeping Tracking time is painless with the easy time keeping tools in C&P including Click-Time Card, Smart Timer, and Time Sheets.	Level 1	4:47	For: Everyone that tracks time. Best for shops that schedule and assign tasks in Clients & Profits
Daily Time Card Basics Learn to use the basic time card and see how Smart Timer can make completing your time card effortless.	Level 1	3:52	For: Everyone that tracks time. Best for shops that do not assign tasks in Clients & Profits

Web training classes on Demand
Missed a live web training? You can watch previously recorded training classes here.

Clients & Profits Essentials Learn the basics of Clients & Profits in this starter class designed for anyone who will be using the program for the first time. You’ll learn how Clients & Profits is organized and how to get around the program.	Level 1	18:00	For: Everyone
My Menu & homeBase Learn how to use My Menu to track time and to manage tasks, schedules, and approvals for the jobs you’re working on. We’ll show you how to use HomeBase to share, collaborate and decide from your Creative Dashboard.	Level 1	16:00	For: Creative Team / Account Team / Project Management / Production / Traffic / Digital Team
New Jobs This session takes you through the steps to open a job. You’ll be introduced to job templates and learn how to add the Creative Brief and Work Order to the Job Ticket.	Level 1	18:00	For: Account Team / Project Management
Estimates & Invoices Get a firm understanding of how to create estimates and invoices that match perfectly, manage the level of detail you show your clients, and use change orders to document any changes to the original estimate.	Level 1	18:00	For: Account Team / Project Management / Production / Accounting
Project Management Learn how to use Clients & Profits. For project management. We’ll cover how to assign resources, use status codes, schedule tasks, and print key traffic reports including Daily Job Status, Weekly Traffic and the Job Hot Sheet.	Level 1	35:00	For: Account Team / Project Management / Production / Accounting

"C&P is the best thing that's happened to this company." – Sonja Hoezee, Amway Global

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