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Course Curriculum
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1
Start Here
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Course 2: Overview
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Course 2: Overview - Update 2025
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2
Tool Walk Through - Homebase
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Homebase - Overview
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Homebase - How to clock in/out
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Homebase - View your earnings history
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Homebase - Message your team via Homebase
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Homebase - Provide shift feedback
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Homebase - Reset your Password
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Activity - Login + View your Schedule
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Activity - Submit your availability
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Pop Quiz - Homebase (Must pass with 100% to move forward in the training)
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3
Tool Walk Through - Last Pass
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Tool Walkthrough - Last Pass
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Activity: Last Pass
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Tool Walkthrough - Lass Pass Quiz (Must pass with 100% or better to move forward in the training)
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4
Tool Walk Through - Vonage Telephone Access
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Activity: Login to Vonage
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Tools Walkthrough - Telephone Access - Set up and Navigate through Dashboard
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Activity - Test Call
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Telephone Access - Quiz (Must pass with 100% to move forward in the training)
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5
Tool Walk Through - Company Email Access
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Tool Walkthrough - Company Email
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Activity: Company Email Access - Send Email
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Pop Quiz - Company Email (Must pass with 100% to move forward in the training)
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6
Tool Walk Through - Company Website
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Website Walk Through - www.123creditconsultants.com
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Website Walk Through Quiz (Must Pass with 100% to move forward in training)
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7
Tool Walk Through - Asana
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Tool Walkthrough - Asana
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Activity: Login to Asana
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Pop Quiz - Asana (Must pass with 100% to move forward in the training)
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8
Tool Walk Through - Acuity Scheduling
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Video Walkthrough - Acuity Scheduling
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How to Schedule an Appointment
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How to Reschedule Appointment
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How to Cancel Appointment
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How to Get the Scheduling Link
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Activity: Log In to Acuity Scheduling
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Pop Quiz - Acuity Scheduling (Must Pass with 100% to move forward in the training)
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9
Tool Walk Through - Dispute Fox
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How to Understand the Dispute Process
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How to add Leads & Convert to Client
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How to Client Onboarding & Building Your First Round of Disputes
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How to Choose & Select Items to Dispute
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How to Send Power of Attorney (POA)
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How to Print Dispute Letters
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How to Setup Automated Recurring Billing and One-Off Invoices
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10
Tool Walk Through - Client Portal & Mobile App
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Client Portal Walk Through
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Mobile App Walkthrough
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11
Credit Consultant Part 1: Course 2 Exam
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Course 2 Exam (Must pass with 90% to move forward to part 3)
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About the instructor
Instructor Title
Frances Williams
This is the instructor section. You can use this space to tell and show your students who you are and why you're the perfect person to teach the course you're offering. You can talk about your work and education history, and really anything else that shows off who you are so your students get excited about learning from you. You're the expert after all, this is your chance to shine!