ServiceLink Training

Modified on Fri, Dec 20, 2024 at 10:17 AM

Each link below is for a training video for ServiceLink for you to follow along in order at your own pace to "connect" Solaria to ServiceLink and learn how to use it. Please follow up with Terry to schedule time to review the information from the videos and get further clarification on any questions you may have.


01 - Turn on ServiceLink

02 - Setting up ServiceLink

03 - Staff Confirm to Checkout

04 - Fetching Date into Solaria

05 - Staff Worksheet Entry

06 - Process Worksheets in Solaria

07 - Contact Requests and Confirmations

08 - Process Requests in Solaria

09 - Delegations

10 - Online Payments


The following links are webinars for what your Client and Reporter users will see when they log into ServiceLink and a demonstration of their workflow.


Reporter Webinar

Client Webinar

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