Customer Success Training Sessions
Basic Bryt Implementation

Confirmation Email:

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Hello (Client Name),

Thank you for scheduling a Customer Success Session with Bryt Software. In this session, we will go over how to implement our Bryt software with your company’s details. We will discuss the following items in this session:

• User Settings: Name, Phone, Email, Password, and Email Settings

• Admin: Company Details and Company Email Settings

• Adding a Contact

• Creating a Loan

We look forward to speaking with you via Zoom for our Basic Bryt Implementation session.

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Thank You Email:

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Hello (Client Name),

Thank you for attending our Basic Bryt Implementation session and allowing us to guide you through the Bryt Implementation process.

In this past session, we were able to configure your User & Admin settings to reflect your company details. If you would like to make any changes to the settings we configured today and are unsure of how to do so, you may refer to our Product Guide. Included are some links that may assist with these changes.

• Getting Started with Bryt

• User Settings - Details

• User Settings - Username

• User Settings - Password

• User Settings - Email

• Admin - Company Details

• Admin - Email Settings

• Add a Contact

• Create a Loan

As always, let us know if you have any questions, and thank you for scheduling a Customer Success Session with Bryt Software.

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TRAINING GUIDES