We've created a step-by-step Onboarding Process to assist you in a successful transition to Candid Color Systems.
Below is our onboarding schedule. We've broken the training up into several sessions. You can cover each session at your own pace.
We provide all the training materials in video and written form, so you are welcome to review those at any time and move forward with the onboarding process on your own or to review in preparation for guided sessions with a CCS Trainer.
If you prefer to schedule guided training sessions, you can schedule your sessions as close or as far apart as you'd like.
Click here to schedule your training session(s)
Note: Our training blocks fill up fast, so schedule as soon as possible and in advance to get the times that work best for you. Schedule now to ensure you get the best dates and times for your schedule. When available, you can schedule multiple sessions in a single day if you'd like. Below is an outline of the sessions.
If you plan to use our PhotoMatch system, please review the information below so you will be prepared for your training sessions.
Click here to review PhotoMatch Equipment & Camera Compatibility
Then follow this Step-by-Step Guide to Setup Tablets and Cameras for PhotoMatch
Step 1: Information Gathering & Workflow Setup Call
We ask that you complete an Onboarding Questionnaire. With this information we can begin setting up your workflows, which will make your transition to Candid Color Systems much easier.
Click here to complete the Onboarding Questionnaire
After completing the questionnaire schedule your setup call with one of our trainers to discuss your current events and confirm your business processes. Our trainer will ask you questions related to type events you are currently photographing and how you plan to execute those events. We'll confirm the product offers you'll be using, your retail shipping charges, sales tax rates and business practices.
With this information we will complete the setup of your CORE account and workflows.
We will also confirm you have received the URL link to your CORE account, as well as your login information and answer any questions you may have on accessing your account.
To add additional users to your account follow these instructions: Adding CORE Users
Click here to schedule your Setup Call
Step 2: Training Session 1: Event Setup
In this session we will go over the workflows we created based on the information gathered on the previous call and how to create and setup your events. We go over the steps you take to enter the data for your event such as "divisions" (teams/groups) and how to setup your product captions and logos.
Click here to review and/or move ahead with event setup
Click here to schedule your Training Session 1: Event Setup
Step 3: Training Session 2: Name & Contact Data Collection & Management
In this session we will go over how you are going to collect name and contact data. Whether it is imported directly into CORE or you will collect via Registration or a combination of roster import and registration. We go over the different scenarios you'll be using and when each scenario is best to use.
Click here to review and/or move ahead with Name & Contact Data Collection & Management
Click here to schedule your Training Session 2: Contact Data Management
Step 4: Training Session 3: CORE Print (QR cards for scanning, photographing, registering, marketing)
In this session we will go over how to use our CORE Print program that allows you to create and print QR cards that can be used for scanning via PhotoMatch, photographing to ID images, registration and marketing images.
Click here to review and/or move ahead with installing CORE Print
Click here to review and/or move ahead with creating templates, such as QR cards. Note we have pre-created cards you can use, you don't have to create custom cards.
Click here to schedule your Training Session 3: CORE Print
Step 5: Training Session 4: PhotoMatch and/or QR Code IDing
If you haven't already, please make sure to follow this Step-by-Step Guide to Setup Tablets and Cameras for PhotoMatch before this session is scheduled.
In this session we'll go over your PhotoMatch installation and how to use PhotoMatch at events to ID and upload images. We'll also go over QR Code IDing and how that works in CORE. QR Code IDing can be used as a background to PhotoMatch or instead of PhotoMatch. We'll go over the pros and cons of each.
Click here to review and/or move ahead with PhotoMatch
Click here to review and/or move ahead with QR Code IDing
Click here to schedule your Training Session 4: PhotoMatch and/or QR Code IDing
Step 6: Training Session 5: 1st Event Setup and Preparation
In this session we'll walk you through your 1st Event Setup and assist you with any questions you have and guide you through getting ready for your first event.
Click here for a step-by-step setup guide for different event types
Click here to schedule your Training Session 5: 1st Event Setup and Prep
Step 7: Training Session 6: Post Event Review & Analysis
In this session we'll review your first event and answer any questions you have. We go over how to analyze your event and review any items that can be changed to improve your sales.
Here's a webinar on auditing your events
Click here to schedule your Training Session 6: Post Event Review & Analysis
Step 8: Additional Features Training
This could be any number of sessions to go over specific features offered in CORE such as the following. Click the description below to view training documentation. Click here to schedule additional training sessions on any of these or other topics.
- Face Recognition
- Digital Artwork (Virtual Groups, Attitude Panos)
- Composites
- ZCropping
- PictureAdmin
- School Service Items
- Retouching
- Reporting
- Discounts and Gift Certificates
- Retail Image Security
- Chroma-Key/TKO Knockouts
- Any specific requirement for your business
Step 10: 1 Week Post 1st Event Follow Up
Review how your first event is performing, answer questions and offer suggestions.
Step 11: 30 Day Follow Up
Review how your events are going and answer questions and offer suggestions.
Schedule any new or additional training
Step 12: 6 Week Follow Up
Review how your events are going and answer questions and offer suggestions.
Schedule any new or additional training
Step 13: 6 Month Follow Up
Review how your events are going and answer questions and offer suggestions.
Schedule any new or additional training
Step 14: 1 Year Follow Up
Review how your events are going and answer questions and offer suggestions.
Schedule any new or additional training
Step 15: Periodic Follow Ups and Engagements
Once established we hope you continue participating in ongoing trainings, webinars, workshops and seminars. You are always welcome to contact our support team with questions and for additional guidance.
1-800-750-0494
Support Hours 8am Central - 5pm Central and 24/7 for emergencies
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