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
June 17: Redtail Essentials: Documents
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
June 24: Cleaning Up Bad History
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
July 1: Redtail Essentials: Workflows
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
July 8: How to Handle Employee Departure
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
July 13: Practice Management Takeover with Amanda Jarvis, Senior Business Consultant with Cetera Financial Group
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
July 15: Redtail Essentials: Automations
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
July 20: Best Practice Partner Spotlight - AdvicePay
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
July 22: Calendar Syncing
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
July 29: Using The CRM Daily
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
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