Each month CoreBridge publishes a training video to highlight a specific topic or feature. These videos will automatically pop-up within your CoreBridge System on the 1st Monday of each month. Below is a list of the videos that have been released if you need to review any of them as a refresher or would like to share them with new people that recently joined your team.
Training Videos
Tip: Click the full screen icon
to expand the size of the video.
Customer Communication and Email Overviews
Learn about customizing the content of automated emails, using placeholders, and more.
To learn more about Customer Communication features within CoreBridge click here.
Efficiency Tips and Tricks
Learn about how to more efficiently navigate the system, search and enter orders and more.
To learn more about other efficiency tips and tricks within CoreBridge click here.
Workflow Efficiency
Learn more about workflow management efficiency.
To learn more about workflow management within CoreBridge click here.
Modifiers
Learn more about managing modifiers in your system.
To learn more about modifiers click here.
Advanced Modifiers
Watch an example of an advanced modifier in the system.
To learn more about advance modifiers click here.
Customer Portal
Learn more about the Customer Portal.
Destinations Training
Learn about the Destinations Feature and XPS integration.
Reporting
Learn more about the Reporting capabilities in CoreBridge.
Payments
Learn the many ways to enter Payments in your CoreBridge system.
Alerts
Learn more about setting up Alert notifications which can be set up in your system.
Accessing Support and Training
Learn more about how to access Support and Training for your CoreBridge system.