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Database Setup & User Workshop
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Database Setup & User Workshop - Orlando, FL
The Grosvenor Resort in the Walt Disney World Resort


presented by danni smith, consultant for Clients & Profits

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Be In Charge of Your Database!
Learn Clients & Profits A-Z

Our 3-day, hands-on workshop is designed to walk
you through complete setup of your Clients & Profits
database every step of the way. You will be given
individual attention to your shop's setup needs,
as well as learn about every Clients & Profits
feature and function including job trafficking, job
costing, client billing, and accounting.
System Managers Learn Without Interruptions
This workshop is designed for system managers responsible for Clients & Profits file maintenance and accounting as an alternative to onsite training
to get away from the office and concentrate. Even though you may have already been trained, this would be a great refresher workshop, an opportunity to review your current setups for maximum functionality, or cross-train someone in your shop--and every shop should have a backup system manager.

Teach Your Staff What You Learn
Take all you will learn back to your shop and teach others how to use Clients & Profits. Whether you're a new, current, or a backup user--this workshop is for you!
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Fee:
$595 per person (US) business check only

Includes:
• Continental breakfast
• 106-pg workbook
• Goody bag

What To Bring:
• Laptop - All registrants will be required to bring a laptop with
Clients & Profits installed as well as a copy of an existing or
newly created database. A new database can be created at
the workshop if you need assistance.
• Questions
• Special Needs
• Learning attitude
• Jeans and sneakers

Accommodations:
The Grosvenor Resort
in the Walt Disney World Resort
1850 Hotel Plaza Boulevard
Lake Buena Vista, FL 32830
Reservations: 800.624.4109
Hotel Direct: 407.828.4444

Transportation:
From the Orlando International Airport you can get transportation
by taxi, Mears Transportation, or car rental. You will not need
a rental car to get to/from any of Walt Disney World's many
attractions. The workshop is held directly across the street from
Downtown Disney where you can get free bus transportation to
any of Walt Disney World's many locations.

Note:
Registration form and payment in full must be received by the
registration deadline date indicated for each workshop. No
refunds will be granted. To register call Sunset Consulting
Services at 386.532.1224 or click the Registration Form link,
print, and mail with payment to address below. Limit 6 per class.
Users Benefit Too
Users can benefit from this workshop as well. It will give them an insite to your shop's "big picture" and better understand the importance of everyone's role in Clients & Profits.

Schedules
Classes will be scheduled based on interest and registration. Note: All dates are tentative based on the number of registrants. Workshops with less than six (6) paid registrants may be postponed or canceled. Confirm workshop prior to making travel reservations.

INSIDE CLASS
Day One - Setups
• Users, Access & Passwords
• Staff
• Chart of Accounts
• Clients/Contacts
• Task Table
• Vendors
• Status Table
8:30a - 5:00p
Day Two A.M. - Setups (con't)
• Groups
• Job Type/Spec Sheets
• Order Templates
• Departments
• Preferences
• Utilities
8:30a - 11:30a
Day Two P.M. - Production
• Job Tickets
• Proposals/Estimates
• Change Orders
• Traffic/Scheduling
• Production Planner
• Creative Briefs
• Work Orders
• Print Specs
• Job Diary
• Production Planner
• Media
12:30p - 5:00p
Day Three - Accounting
• Time Sheets/Time Cards
• Accounts Payable
• Checkbook
• Expense Reports
• Internal Charges
• Billing/Accounts Receivable
• Client Payments/Statements
• General Ledger/Financial Reports
• Snapshots
8:30a - 5:00p

We will help you design your database to meet your shop's demands and needs. We will also help you put procedures in place to help your agency or shop run more smoothly in both the traffic and accounting areas.

"Danni Smith is a phenomenal instructor. Her interactive training sessions are the most helpful I have ever attended in the 20 years I have worked with system conversions. Her class discussions sent us in the right direction to set up this system in the best way to accommodate our needs." --Terri Giroux, Controller, What A Concept!



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sunset consulting services inc • 2201 east annapolis drive • deltona fl 32725 • 386.532.1224

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