Help Center

Creating and Assigning Training Plans

Creating a Custom Training Plan

  1. From a list of content, or from a specific video or article page, select the blue ‘Add to Training Plan’ button.
  2. In the second box titled, 'Create a New Plan Named:’ enter the name of your new custom training plan, followed by the 'Create' button.
 

Editing an Existing Custom Training Plan: 

  1. From a list of content, or from a specific video or article page, select the blue ‘Add to Training Plan’ button.
  2. In the first box titled ‘Add to an Existing Plan:’ select the training plan you would like to add the selected content to.
  3. You can also select 'Training Plans', from the 'My Team' drop-down menu and add content to training plans from this page. Under 'Your Custom Training Plans', you'll find the list of training plans that you have created. Click on the title of your training plan you'd like to add new content to. You can select any video or article you'd like to add under the 'Add Videos' or 'Add Articles' menus. Once you've selected the content you'd like to add, click the 'Update Content' button, located on the right.

Assigning a Training Plan

  1. From the ‘My Team’ drop down menu, select ‘Training Plans’. This will take you to a page with your custom training plans and stock training plans.
  2. You can then select ‘Assign’ for the training plan you would like to assign to members.
  3. Select individuals or groups within your account to assign your selected training plan to. You can also set a due date and add instructions before sending the training plan to your members.
 

Creating and Modifying Groups

Creating Groups

  1. From the 'My Team' menu, select 'Manage Members'.
  2. At the top of the page, type the name of the group you would like to create, followed by clicking ‘Create Group”

Adding Members to Groups 

  1. From the 'My Team' menu, select 'Manage Members'.
  2. Select the member(s) that you would like to add to a group.
  3. Select ‘Add the user to a group’ from the ‘Operations’ drop-down menu, followed by the ‘Submit’ button.

Modifying Existing Groups

  1. From the 'My Team' menu, select 'Manage Members'.
  2. On the ‘Filter by Group’ drop-down menu, select the group you would like to modify.
  3. To remove a member from a group, select the member you would like to remove by checking the box to the left of their name, and select ‘Remove from the Group’ from the ‘Perform the Following Action’ menu.
  4. To rename or delete a group, select either of these options at the top of the page under ‘Modify Current Group’.

 

Managing and Inviting Members

Adding Members by Sending Invites

  1. From the ‘My Team’ menu, select ‘Invites’.
  2. In the box provided, enter the email addresses of those you would like to add to your account.
  3. Optional: Select a group that you would like to add your invited members to.
  4. Press send.

Managing Invites

  1. From the ‘My Team’ menu, select ‘Invites’.
  2. Below the options for sending invites, there is a list of all pending invites on your account.
  3. From this list, you can resend or cancel any pending invitations.
 

 

Removing Members

  1. From the 'My Team' menu, select 'Manage Members'.
  2. Find the name of the member you wish to remove and check the corresponding box located to the left of the member's name.
  3. From the 'Operations' menu, choose ‘Remove from your entire team’, followed by the submit button

Searching for Content

  1. To search and filter content, first select the job title (Veterinarian, Technician, Assistant, Receptionist, or Manager) that you are searching for content related to.
  2. From a list of content, use the drop down menus to filter by types of content, content categories, post-dates, or ascending/descending order to narrow your search.
  3. To search for something specific, like a title of content or keyword, you can use the search bar at the top of the page.
 

Sending and Managing Assignments

Sending Assignments

  1. From a list of content, or from a specific video or article page, select the green 'Assign to Person' button.
  2. Select the member(s) or group(s) to send the assignment to.
  3. Optional: Choose a due date and leave instructions.

Monitor Sent Assignments

  1. From the 'My Team' menu, select ‘Assignments’.
  2. The table on this page shows details for all assigned content, their due dates, and completed dates.
  3. This list can be filtered by content title, members assigning content, members assigned content, and completion status using the filters at the top of the page.

Monitor Member Activity

  1. From the 'My Team' menu, select ‘Team Member Activity'.
  2. Use the filters at the top of the page to look at team activity from a specific date range, group, title, or member name.
  3. The column titles showing the list of members and activities can also be used as filters.

 

 

Updating Your Email Address and Password

Updating Your Email Address

  1. First, scrub in to your account using your current username and password.
  2. Select 'Profile' from the main menu at the top of the page.
  3. Under your profile picture, click 'Edit Profile'.
  4. Under ‘E-mail Settings’ you can change the email address for your account.
  5. Click ‘Save’ at the bottom of the screen before leaving this page.

Updating Your Password

  1. Select 'Profile' from the main menu at the top of the page.
  2. Under your profile picture, click 'Edit Profile'.
  3. On this page, under the email settings informations, enter your current password, then your new password in two fields below. Click ‘Save’ at the bottom of the page to update changes to your profile

Resetting Your Password

  1. To reset your password from the homepage, click ‘Scrub In’, then select ‘Request New Password’ at the top of the page.
  2. Enter your email address. A one-time login link will be emailed to you.
  • If you encounter an error message while resetting your password, make sure you are using the most recent password reset email.
  • If you continue to have difficulty, please contact us