{"id":56,"date":"2020-07-27T15:55:43","date_gmt":"2020-07-27T13:55:43","guid":{"rendered":"https:\/\/start.mycasavi.com\/?page_id=56"},"modified":"2023-11-10T16:45:29","modified_gmt":"2023-11-10T15:45:29","slug":"casavi-learning-guide","status":"publish","type":"page","link":"https:\/\/training.casavi.com\/en\/","title":{"rendered":"casavi learning guide"},"content":{"rendered":"\n

Get started with casavi and make your everyday work easier<\/h1>\n\n\n\n
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Are you completely new to casavi?<\/h3>\n\n\n\n

If you are a property management company setting up your casavi account for the first time<\/strong>, please start with the brief introduction and find out about your interface before you start with the “onboarding”.<\/p>\n\n\n\n

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First steps<\/a><\/div>\n<\/div>\n\n\t<\/div>\n<\/div>\n<\/div>\n\n\n\n
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Training for a new employee<\/h3>\n\n\n\n

If you are already working with casavi and would like to refresh your knowledge or familiarize yourself as a new employee<\/strong>, you can skip the first steps and start with “onboarding”.<\/p>\n\n\n\n

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Before you start with the onboarding process:<\/h2>\n\n\n\n
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Short introduction<\/h3>\n\n\n\n

At “training.casavi.com” you have the opportunity to familiarize yourself with the software independently..<\/p>\n\n\n\n

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Integration<\/h3>\n\n\n\n

Information on setting up an integration for data transfer between your property management software and casavi.<\/p>\n\n\n\n

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Now it’s time for onboarding!<\/h2>\n\n\n\n
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Step 1:<\/p>\n\n\n\n

Overview and basic functions<\/h3>\n\n\n\n

Familiarize yourself with the basics you need for your daily work with casavi and get an overview of all the important functions.<\/p>\n\n\n\n

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Step 2:<\/p>\n\n\n\n

Customization of the
administration area<\/h3>\n\n\n\n

Administration “casavi with extended rights” : See the individual functions and settings you can make in the admin area.<\/p>\n\n\n\n

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Step 3:<\/p>\n\n\n\n

Create a service provider contact<\/h3>\n\n\n\n

If your service providers cannot be imported via interface, you can create or import them manually.<\/p>\n\n\n\n

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Step 4:<\/p>\n\n\n\n

Working with the SmartTask<\/h3>\n\n\n\n

SmartTask is casavi’s ticket management. See how you can communicate online about tickets and orders with your tenants and owners or with your service providers.<\/p>\n\n\n\n

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Step 5:<\/p>\n\n\n\n

Check-up and invitation process<\/h3>\n\n\n\n

In the last step, you will review your settings and learn how to successfully invite your owners and tenants to the customer portal.<\/p>\n\n\n\n

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You made it!<\/h2>\n\n\n\n
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