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 Speak Overview Demo (30 min)
LIVE Every Monday
LIVE Every Monday
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
30 Minute QuickStart (30 min)
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
May 26: How To Handle: Client Death
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link:
May 31: Building Your Tech Stack - Holistiplan
10am PACIFIC / 12pm CENTRAL / 1pm EASTERN
Registration Link:
June 2: Redtail Essentials: Reports
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link:
June 7: Building Your Tech Stack - Income Lab
10am PACIFIC / 12pm CENTRAL / 1pm EASTERN
Registration Link:
June 9: Redtail Essentials: Permissions
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link:
June 14: Practice Management Makeover with Maureen Wilke - Part 1
10am PACIFIC / 12pm CENTRAL / 1pm EASTERN
Registration Link:
June 16: Cleaning Up Bad History
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link:
June 21: Building Your Tech Stack - Clout
10am PACIFIC / 12pm CENTRAL / 1pm EASTERN
Registration Link:
June 23: How To Handle: Employee Departure
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link:
June 30: Redtail Essentials: Documents
11am PACIFIC / 1pm CENTRAL / 2pm EASTERN
Registration Link:
July 12: Practice Management Makeover with Maureen Wilke - Part 2
10am PACIFIC / 12pm CENTRAL / 1pm EASTERN
Registration Link:
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