Training Sessions Schedule

Find times to join Vanilla’s live, open training sessions below at your convenience.
Please note: Holiday weeks may have adjusted schedules. Check registration links for updated dates/times.

Learn the basics of the Vanilla platform from navigation to creating & onboarding clients to requesting document abstraction. Session designed for all users.

 

  • Tuesdays, 10-11am MT – Register for this training session here.
  • Tuesdays, 2-3pm MT – Register for this training session here.
  • Wednesdays, 1-2pm MT – Register for this training session here.

Get a walkthrough of a complete client profile on Vanilla and how to navigate client conversations while leveraging the platform or a PDF report. Session designed for all users.

 

  • Wednesdays, 11am-12pm MT – Register for this training session here.

Learn how to utilize Vanilla’s Estate Builder during the document abstraction process, including leveraging VAI™ to gain efficiency. Session designed for Planner users.

 

  • Tuesdays, 11am-12pm MT – Register for this training session here.
  • Wednesdays, 9-10am MT – Register for this training session here.

A session dedicated to open Q&A and the latest enhancements from Vanilla. Session designed for all users.

 

  • Thursdays, 9-10am MT – Register for office hours here.
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