Get the most out of your new CoverageBook account

Join us on the first Monday of each month for our interactive drop-in sessions tailored to new users, aimed at helping you make the most of your new account.

We kick off with a quick demo from David - he'll guide you through the process of setting up your account and sharing tips and tricks to get the most out of your subscription.

​​​​​​​The second part is an interactive session where you can ask any questions that come to mind. It's also an opportunity to connect with others in similar roles and understand how they are approaching their reporting.

  • Ensure your reports are on brand

    We’ll show you have to add branding throughout your reports and how to set templates to date time in the future

  • Learn about our most popular features

    We’ll run though our most popular features, such as sections, highlights and how to add custom metrics so you can make the most our of your account

  • Account set up

    We’ll run though how to set up your accounts so your books are in collections, how to add people to your account and how you can change plans

  • Meet other users

    You’ll be joined by others in similar situations and can learn from how they plan to use CoverageBook

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