Getting the most out of Cloudpermit is easier when you know where to start. In this guide, we'll share simple tips to help you make the most of the platform. From watching our helpful videos and using support resources to taking your time and asking questions, these tips will ensure you get the best experience and streamline your permit management process.
Attend Meetings
First and foremost, attend the meetings during the implementation process. Our team matches all clients with an Implementation Specialist for training and onboarding. The team will participate in structured meetings to receive training, determine goals and any needed configuration, and ensure quality assurance. These meetings are valuable and the best time to learn how to use the software.
Ask Questions
During the implementation process, it’s important to actively participate in the weekly status meetings and recorded training sessions that are set up for you and ask questions. Asking questions is one of the best ways to learn how to use Cloudpermit and test your knowledge. Don't hesitate to ask about anything that isn't clear. Your questions help us understand your needs better.
Access Support Resources
Take advantage of Cloudpermit’s recorded training sessions which will be provided to you after each training session, support resources on our support page and watch our how-to videos. We have plenty of information to help you make the most of our platform. Our support page is updated regularly, so you’ll always have access to the latest tips and tricks.
Take Your Time
Learning new tools can take time and patience. Be sure to take your time getting to know the newest way to manage your community development.
You can also use one of Cloudpermit’s perks to learn new features with access to your own unique training environment. This lets you test out new features without affecting your live software.
Experimenting in the training environment can boost your confidence in using new features.
Submit Tickets
It’s important to ask questions post-implementation as well. When you have a question and need help, you can submit a ticket, and our team will be happy to assist you. We encourage you to reach out any time you need assistance to ensure smooth and effective use of our services.
Our support team is always ready to assist you, ensuring you never feel stuck or unsupported.
Customer Success
Your Customer Success Manager acts as your advocate post go-live. Meet your Customer Success Manager after your implementation has gone live so they can keep you informed on new features available in Cloudpermit.
Make sure to communicate to your Customer Success Manager any questions you have encountered after your go-live to make the most out of Cloudpermit.
To learn more about how to get the most out of Cloudpermit, contact us.
