Upcoming Webinar Sessions
Each of the below live webinars will be hosted by a Subject Matter Expert to guide you through the topic and address any questions that may arise. If you are interested in a particular topic, click the Registration Web Link for that webinar to reserve your seat. Make sure that the date you'd like to sign up for is selected on your registration page! For all previously recorded Redtail CRM sessions, please click here.
Can't focus on webinars or videos? Looking to learn in a live, workshop-style classroom training? Check out everything Redtail University has to offer!
Weekly Product Overview Webinars
Redtail Campaigns Overview Demo (30 min)
LIVE Every First and Last Monday of the Month
LIVE Every First and Last Monday of the Month
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration (First Monday): Click Here to Select a Scheduled Webinar Date
Registration (Last Monday): Click Here to Select a Scheduled Webinar Date
Registration (First Monday): Click Here to Select a Scheduled Webinar Date
Registration (Last Monday): Click Here to Select a Scheduled Webinar Date
Redtail Speak Overview Demo (30 min)
LIVE Every Second Monday of the Month
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
Redtail Imaging 2.0 Overview Demo (30 min)
LIVE Every Third Monday of the Month
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
Redtail CRM Overview Demo (60 min)
LIVE Every Tuesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
New User Intro
LIVE Every Wednesday
LIVE Every Wednesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
Weekly Training Webinars
March 30: Redtail Essentials: Advanced Search
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://redtailtechnology.zoom.us/webinar/register/advanced-search
April 4: Building Your Tech Stack - Mobile Assistant!
10am PACIFIC / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://event.on24.com/wcc/r/mobile-assistant
April 6: Redtail Essentials: Relationships
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://redtailtechnology.zoom.us/webinar/register/relationships
April 11: Practice Management Takeover with Zoë Meggert
10am PACIFIC / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://redtailtechnology.zoom.us/webinar/register/pmt-zoë_meggert
April 13: How To Handle Client Death
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://redtailtechnology.zoom.us/webinar/register/hth-client_death
April 18: Building Your Tech Stack - Finpace
10am PACIFIC / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://event.on24.com/wcc/r/finpace
April 18: Building Your Tech Stack - Orion
12pm PACIFIC / 2pm CENTRAL / 3pm EASTERN
Registration Link: https://event.on24.com/wcc/r/orion
April 20: Redtail Essentials: Accounts
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://redtailtechnology.zoom.us/webinar/register/accounts
April 25: Building Your Tech Stack - Holistiplan
10am PACIFIC / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://event.on24.com/wcc/r/holistiplan
April 27: Segmenting Your Client Data
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://redtailtechnology.zoom.us/webinar/register/segmenting-client-data
0527-OAT-2/17/2023
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