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Welcome to our getting started guide. This guide contains all the information you need to decide if Teachworks is a good fit for your business!
We have many resources to help you through the setup process. Whether you’re in a rush or you need some quick information, we’ve got you covered!
Contacting Support
You can send us a message from our website or from any page in your Teachworks account by clicking the green “Help” icon.
We want to resolve your questions as quickly as possible, so please provide as much detail as you can to help us assist you better. This includes:
If an issue is very specific (for example there’s a problem related to a particular lesson), leave the record if it’s possible to do so. This will allow us to take a closer look and troubleshoot the problem quickly and efficiently.
We have many resources to help you through the setup process. Whether you’re in a rush or you need some quick information, we’ve got you covered!
Teachworks offers many features that will simplify and speed up the switching process.
1. Choose a Date
Choose a switch date and add future records starting from that date. Make sure to back up your data from your previous system should you need to refer back to them.
2. Import Clients, Employees & Services
Import clients, employees and services using an import template. Contact our support team if you have any questions!
3. Set Up Starting Balances
Set up starting balances in Teachworks for regular lessons, packages and flat fees. Contact our support team if you have any questions!
Absolutely! Teachworks follows best practices for securing data and access to the software, ensuring your data is always safe and secure. For more information, view our Privacy Policy.
Yes! Email support is included in all of our plans. We are very responsive to any questions you may have. We also have a detailed knowledge base and tutorials to help you make the most of your account.
