To help you learn how to use the WISK platform, we provide the following resources for training and support:
New Customer Onboarding
When you sign up on the Essentials plan or higher, a member of our Customer Success team helps you set up your account.
Through online training sessions and regular check ins, they'll guide you to complete your venue setup checklist.
Once your venue setup is complete, you can request additional training sessions if needed.
Getting Started Guides
To get your account set up and learn the key actions, we’ve put together Getting Started guides for both Food and Beverage account types.
These are collections of articles and videos that take you through each step of the process, and are found on the WISK Help Center.
Venue Setup Checklist
In addition, there's a Venue Setup checklist in both the WISK Web Portal, and mobile app. You can learn more about each step in the checklist by tapping or hovering over the information icon.
When you tap the information icon beside a checklist item, you’ll see an embedded video and a link to an article that goes over how to complete the item.
When you tap the item itself, it takes you to the screen in the app where you can complete the step.
WISK Web Portal
When you hover your cursor over the information icon, it’ll provide a description of the step, and a link to a help article / video if you click "Learn more". Clicking an item in the checklist takes you to the screen where you can complete the action.
Tours & Tutorials
We also provide tours and tutorials on both the mobile app and WISK Web Portal. They will trigger automatically based on an action you perform, or when your account reaches a certain milestone (for example, completed two inventory counts).
You can also view a tour or tutorial on demand.
To view tutorials in the mobile app:
Tap “More” on the app home screen
Tap “WISK Academy”
WISK Web Portal
If a page on the WISK Web Portal has a tour, you’ll see a button for it along the top of the page beside the "Contact Us" button.
The tour takes you through the page's features and points to additional resources.
Contextual Help Articles
On the WISK Web Portal, you'll see a "Help Page" button on the top of each page.
Clicking that takes you to the section of the WISK Help Center relevant to the current page. This can be a great jumping off point when wanting to learn more about a specific page and its features.
Online Training Sessions
For users on the Essential plan or higher, you can request additional online training sessions on topics of your choosing.
To request a training session, please contact [email protected] or reach out in the chat. A member of our team will provide you a link to book your session.
Please fill out all the requested information in the booking link (included the topics you want covered).