Summary
This article explains how to access the Brokerkit Training Calendar and describes the different sessions you can schedule with our Customer Success team, so you can pick the one that fits your needs.
Accessing the Calendar Link (https://getbrokerkit.com/home/training-calendar/)
Need to schedule time with our Customer Success team for setup help, training, coaching, or just Q&A? We can help! As a customer, you can schedule an unlimited number of these sessions at no additional cost.
There are three kinds of sessions you can schedule: (1) the Customer Bootcamp series — four progressive training sessions (CB1–CB4), (2) a recurring Monthly Webinar, and (3) Brokerkit Support for ad hoc, live Q&A. Here is what each one is for:
1. Customer Bootcamp Series (4 progressive sessions)
The Customer Bootcamp is a four-part series that builds your expertise step by step, from initial setup through advanced recruiting and retention. Most customers work through the sessions in order:
- CB1 - New User Tech Setup: For an existing account adding a new user. This session makes sure the new user's technology is set up correctly (technical setup only).
- CB2 - Brokerkit Product Training: Covers product navigation and the core day-to-day operations in Brokerkit.
- CB3 - Agent Recruiting w/ Brokerkit: How to recruit agents using Brokerkit — strategies and tactics. Best after attending CB2.
- CB4 - Advanced Recruiting & Retention Strategies: Advanced recruiting and retention strategies with Brokerkit. Best after attending CB3.
2. Monthly Webinar
- Monthly Webinar - Brokerkit Success Strategies: A recurring group session covering new product releases and recruiting / retention best practices. Great for staying current and picking up new ideas.
3. Brokerkit Support (ad hoc / live help)
- Brokerkit Support: A live Q&A with our Customer Success team. Book this anytime you need help with something specific — a product or technical question you'd like to work through live.
Not sure which to choose?
- New to Brokerkit, or adding a new user to your account? Start with the Customer Bootcamp series (CB1).
- Want ongoing tips and product updates? Join the Monthly Webinar.
- Have a specific question right now? Book a Brokerkit Support session for live, ad hoc help.
Conclusion
Accessing the training calendar is a straightforward process that lets you schedule sessions conveniently. If you have any further questions or need assistance, feel free to reach out to our support team.
Are BrokerKit-hosted meetings on Google Meet, Zoom, or another platform?
Meetings that BrokerKit hosts with you — onboarding sessions, sales/demo calls, support calls scheduled through the Training Calendar — are held on Google Meet. Your calendar invite from us will include the Google Meet link.
If you are sending an appointment to someone from BrokerKit (using Set Appointment on a contact profile), the platform on the invite depends on how you signed in to BrokerKit:
- Signed in with Google (SSO): BrokerKit creates a Google Calendar event on your calendar. If your Google Calendar settings are configured to automatically add a Google Meet video conference to events, the invite that goes out to your contact will include a Google Meet link. Toggle this from your Google Calendar settings under Event settings → Automatically add Google Meet video conferences to events I create.
- Signed in with Microsoft (SSO): BrokerKit creates a Microsoft Outlook event. Microsoft 365 can be configured similarly to attach a Microsoft Teams link by default.
- If you are not using SSO, the appointment is logged in BrokerKit but no calendar event is automatically created on the recipient's side.
See Setting Appointments for Yourself and Others for the full appointment workflow.