Course

Review and Next Steps

0:00/1:34

Optional: Listen to the audio as you follow along on the screen.

0:00/1:34

Optional: Listen to the audio as you follow along on the screen.

0:00/1:34

Optional: Listen to the audio as you follow along on the screen.

Now that you've learned about the basics of the Account setup process, you're ready to move to the next stage in your Trustworthy Certified Expert™ Program.

To review, our objectives for this course were to:

Create and guide your clients to create a new Trustworthy account.
Navigate the Family Operating System® via the dashboard, category, and details pages.
Describe the difference between automatic and custom reminders and also create a new custom reminder.
Explain the difference between permission levels, add a new collaborator, and assign them a to-do.
Download the Trustworthy mobile app and explain the benefits to their clients.