Your Post-Install Journey
Live, instructor-led sessions for every role on your team
Every session runs weekly — choose the time that fits your shop. All times are Central Time.
| Time | Monday Mon | Tuesday Tue | Wednesday Wed | Thursday Thu |
|---|---|---|---|---|
| 9:00 AM Central Time | ||||
| 11:00 AM Central Time | ||||
| 12:00 PM Central Time | ||||
| 1:00 PM Central Time | ||||
| 2:00 PM Central Time | ||||
| 3:00 PM Central Time |
Tap any session to join through Zoho Meeting.
Not sure which to attend? Your Customer Success Specialist will recommend the right sessions for each person on your team during your one-week check-in.
For Service advisors and front-counter users
Designed for service advisors and front-counter users, this session focuses on the daily OktoRocket workflow. We will cover Inbox task management, customer messages, call tasks, appointment visibility, customer lookup, repair order review, call log review, directory use, basic profile and support options, and advisor-accessible reporting where applicable.
For Owners, administrators, and site managers
Introduces administrators and site managers to the core OktoRocket platform. This session covers platform navigation, the dashboard, Inbox overview, Calendar, Campaigns overview, Customers, Repair Orders, Calls, Directory, Reports, Reviews, Users, Sites, and general platform visibility. This is the best starting point for users who help manage the shop's OktoRocket setup.
Builds on Part 1 with a deeper look at setup, configuration, and admin controls. This session covers user management, site information, business hours and holiday setup, automated text replies, scheduler settings, integrations, shop management mappings, RO/DVI settings, communication settings, canned responses, reviews setup, and other admin-level tools.
Prerequisite: Admin Training Part 1
For Owners, managers, administrators, and marketing users
Focuses on customer engagement and retention tools inside OktoRocket. This session covers Campaigns, contact lists, SMS, email and voice campaign workflows, campaign scheduling, campaign performance, on-demand campaigns, vCards, canned responses, scheduler and customer communication flow, reviews, and CRM-related reporting.
For Owners, managers, and performance-focused users
Designed for owners, managers, and performance-focused users, this session covers the Shop Analytics dashboard, goal setup, key performance metrics, shop performance numbers, employee metrics, rollover numbers, overhead, profit and loss, marketing metrics, reporting, metric comparisons, parts margins, Data View, and Rocket Gauge.
Your Customer Success Specialist is ready to help you build the right plan for your team.
