Canopy Group Implementation Sessions | FAQ
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What is included
A group implementation includes a walkthrough of the main settings, an overview of the main features of the software and the client record, an explanation of the desktop assistant, an explanation of the E-services API and the QBO sync, and a contact import if needed.
What to expect from the call
Just like your demo, this is a group environment so multiple people from other firms will be present. Please be respectful of others’ in the call and do not monopolize the meeting. We ask that you stay muted throughout the presentation and ask questions in the chat option available or save them until the end of the meeting during the Q&A portion.
We also review all features during the call no matter what access each person has, so please be aware that you will not necessarily see all of the same options in your own account unless you have those modules purchased. It may also take some time for us to review the features that you actually have access to, so please be patient as we naturally progress through everything!
What happens after
After attending the group call, any imports for your account will be completed in 2-3 business days and you will receive a confirmation email once complete. Once you are considered fully onboarded, you will receive a follow up email with links to extra educational resources, support information, and a survey about your experience.
Is the meeting recorded
Yes! The meeting is recorded and may be sent to you upon request if you need to leave early or would like to review the information later.
Can I join more than one session
Yes, you can! If you need to leave early during a session and would prefer to reschedule, or if you got lost during a presentation and would like to join again to make sure you cover everything, you are welcome to join a second session by using the same scheduling link as before.
How can I reschedule
The original scheduling link you receive will work multiple times. So if you miss a meeting or need to leave early, you can reschedule with the original link or request a new one from Support.
How often do these sessions happen
Group implementations happen every Tuesday and Thursday at 10 AM MST and 1 PM MST.
What needs to happen for an import to take place
For us to be able to import your contacts, we need your contact list to be uploaded to the Internal Files section of Canopy. You will also need to invite our implementation email account to Canopy so we have access to your contact list. We will walk you through both of these items during the call, but you will need to have your contact list ready prior to joining the meeting.
How long does a contact import take
A contact import takes 2-3 business days and a confirmation email will be sent to let you know when the import is finished so you can review it.
How can I get my contacts from my previous software
We have a help article that explains how to export from the majority of softwares we have had people pull contacts from, but if your preferred software is not included, you can always reach out to their support for assistance.
Learn more: Export Contacts from your Current Software
How can I get training after the call
Aside from our feature overview, we have product tutorials, best practice videos, and a support library full of help articles on every subject. If you don’t find what you are looking for or need a quick answer, you can always reach out to support via chat or phone!