Review and Next Steps
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.