Beam Notes Training

We’ve designed several ways for you to master Beam Notes quickly and effectively. Whether you prefer to learn at your own pace, join a group session, or get individual coaching, see our list of options we have for you below.

Quick Access: View our Training Hub for a list of all current sessions and live schedules. 

👥 Group Trainer-Led Sessions

Explore our live, instructor-led training paths tailored to your experience level and role.

Introduction to Beam Notes Webinar 🪄

• Who it’s for: Anyone new to Beam Notes.

• What you’ll learn: All the foundational basics you need to get started confidently and effectively from day one.

  👉 BOOK HERE

Advanced Beam Notes Webinar ⚒️

• Who it’s for: Users looking to get more out of the platform.

• What you’ll learn: How to expand your knowledge, master advanced prompts, and leverage our newest, most exciting features.

  👉 BOOK HERE

Manager Training for Beam Notes 📊

• Who it’s for: Team leaders and Managers.

• What you’ll learn: A complete ground-up introduction to using Beam Notes confidently, followed by a deep dive into exclusive tools built specifically for manager oversight and analytics.

  👉 BOOK HERE

Champion Training 🏅 (Previously Train the Trainer)

• Who it’s for: Experienced users wanted to support their teams.

• What you’ll learn: Everything you need to know to become the designated expert in your office, helping your colleagues hit the ground running with Beam Notes.

  👉 BOOK HERE

One-to-One Training 🤝

• Who it’s for: Anyone needing personalised, individual support.

• What you’ll learn: A dedicated session with our specialist Support Team trainers at a time that works best for you to troubleshoot, ask questions, or tailor workflows.

  👉 BOOK HERE

Self-Paced Video Training

Welcome to our self-paced training library! Whether you are just getting started or looking to master advanced reporting features, these self-taught modules will guide you through the platform at your own pace.

🎥 Beam Notes Essentials

New to the platform? This introductory module covers everything you need to know to get up and running confidently.

• What you’ll learn: Navigating the interface, basic workflows, and essential tips.

• Format: Video catalogue.

  Get Started: Access the Beam Notes Module Here

📊 Advanced Report Building

Deep dive into our powerful "Build" feature to create highly customised notes and reports tailored to your team's needs.

• What you’ll learn: Advanced customisation, data structuring, and report generation.

• Format: Interactive quick-module.

  Get Started: Access the Report Building Module Here

Note: We recommend completing the Beam Notes Essentials course before diving into Advanced Report Building to ensure a seamless learning experience.

📧 Still have questions?

Contact our dedicated Support Team anytime on Live chat or via [e-mail].