Implementation

The Implementation Plan is designed to have BankLink Practice operating efficiently in your practice as soon as possible.

What does this include?

On-site training from a BankLink certified trainer, and
Ongoing dedicated telephone support

What will you learn?

Your practice will be guided through

Installing the software
Setting up client files
Downloading electronic copies of your clients' statements
Coding
Transferring the data to your main accounting system

You will understand how The BankLink Service works, and will be able to advise clients on the BankLink tools most suited to their needs.

It's a must for all new practices!

If you missed out on registering for the Implementation Plan when you signed the BankLink Service Agreement please call us on 0800 226 554 and speak to the Sales team.