Education Services

Our education services are described below - for more information please call the Sales team on 0800 226 554.

BankLink Advanced Training

BankLink Advanced Training is designed for practices who have used The BankLink Service for some time and now want to maximise their efficiency by using BankLink's advanced features.

What do you get?

A 3 hour, customised program delivered on-site, plus 2 x 1 hour web-based follow up sessions with a BankLink-certified trainer.

What will you learn?

BankLink Advanced Training ensures your practice moves from being a competent user of BankLink to an advanced user across all areas, including:

  • Managing data downloads, processing and report production
  • Coding tools (including advanced memorisations, payees and journals)
  • Management reporting, budgets and graphs (including advanced presentation)

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BankLink Essentials Training

BankLink Essentials Training is designed for practices using The BankLink Service who want to improve their competency and efficiency.

What do you get?

A 2 hour, customised training program delivered on-site, by a BankLink-certified trainer.

What will you learn?

BankLink Essentials Training ensures your team are using the key elements of BankLink in the most efficient way. Areas covered include:

  • Memorisations and automatic coding
  • Payees, Journals and associated reports
  • Management reporting, budgets and graphs
  • Client communication tools including BankLink Coding Report, BankLink Notes and BankLink Books

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BankLink EssentialsPlus Training

BankLink EssentialsPlus Training is designed for practices using The BankLink Service who want to improve their competency and efficiency.

What do you get?

A three hour, customised training program delivered on-site, by a BankLink-certified trainer.

What will you learn?

BankLink EssentialsPlus Training ensures your team are using the key elements of BankLink Practice and InvoicePlus in the most efficient way. Areas covered include:

  • Memorisations and automatic coding
  • Payees, Journals and associated reports
  • Management reporting, budgets and graphs
  • Client communication tools including BankLink Coding Report, BankLink Notes and BankLink Books
  • InvoicePlus

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BankLink Pinpoint Training

BankLink Pinpoint Training is designed for those practices who are using The BankLink Service and require training on a specific topic, or for a specific person.

What do you get?

A customised 1 hour web-based session for up to 3 people delivered by a BankLink-certified trainer.

What will you learn?

BankLink Pinpoint Training is a customised service designed to suit you and can be used to cover a specific topic or topics, or as a general overview. Typical scenarios in which BankLink Pinpoint Training is used include:

  • A general training session for a new staff member
  • A training session focusing on administration for the BankLink Administrator
  • An advanced training session to make one of your team a 'power user' of BankLink
  • A tailored session focusing on new or changed areas of the BankLink suite

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For more information on any of our education services, please call the Sales team on 0800 226 554.