You can watch the video or read the text guide below to understand training with Beam Notes and how it can help you. We have two formats available to suit your learning style.
Video Guide
Text Guide
We’ve designed several ways to master Beam Notes quickly and effectively. Whether you prefer to learn at your own pace, join a group session, or get individual coaching, we have something for you.
Quick Access: View our Training Hub for a list of all current sessions and live schedules. Please see below for further information on what training sessions are on offer with Beam Notes.
👥 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.
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.
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.
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.
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.
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.
Need more help? Get in contact by launching live chat or emailing us via support@beam.org.
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