Coaching • C1
Are you just getting to know bexio and all its features, or do you have any questions about the modules? Our individual coaching offering will help you! We'll show you how to use your bexio account efficiently and how you can optimise your day-to-day work.
Content of this service
To tailor the coaching to your individual needs, select which modules you would like to be introduced to when booking.
Modules:
- Contacts
- Products
- Sales
- Purchasing
- Banking
- Projects
- Settings
Note
How the coaching works:
- After booking, you will receive an email with further information, including a link for making an appointment with our product specialists.
- When booking an appointment, select the modules you would like to be introduced to.
- Gather any questions you have to be able to benefit from the coaching as much as possible. You are also welcome to send over our list of questions before the appointment.
- Together with you, we will go through your questions in the coaching and show you the desired modules.
Additional information:
The coaching does not answer any content-related questions about financial accounting or payroll accounting. Talk to your accountant about this.
Don’t have an accountant yet? Then you can find a bexio-certified trustee in our Accountant directory »
ℹ️ Further details and information on how to best prepare for the appointment will be sent to you by email once you have made your booking.
Questions?
We are here for you. Contact us via e-mail [email protected] or phone +41 (0)71 552 00 62
