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 Training Webinars
Introducing Redtail Speak! (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
Additional Training Webinars
January 23: Redtail Essentials: Today Page
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 467-897-448
January 28: Using Redtail Speak and NexGen Workflows to Efficiently Deliver a Great Client Experience Across Generations
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
Webinar ID: 127-452-308
January 30: How to Prepare for Client Reviews
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 369-716-649
February 5: New Partner Spotlight - Timeline App
10am PACIFIC / 11pm MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
Webinar ID: 133-747-325
February 6: Tag Groups Vs Keywords VS UDFs
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 429-090-483
February 13: Redtail Essentials: Advanced Search
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 125-653-243
February 20: How to handle cancelled appointments
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 705-836-636
February 27: Redtail Essentials: Relationships
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 493-706-404
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