Paytronix Client Academy - Available Courses
Overview
What is the Paytronix Client Academy?
The Paytronix Client Academy is the new learning portal available to our customers. We have several courses ready for you to use and provide feedback on. Please share feedback on which courses you would like to see so that we can prioritize them as we grow our library.
We will send out announcements in the product about new course releases and add them to this article as well. Thank you for being a valued customer.
Where can I find the Paytronix Client Academy?
If you click on any of the available learning modules below, it will bring you directly to that module in the Paytronix Academy.
How do I use the Paytronix Academy?
General Courses
Below are the General Courses that are currently available.
Main Topic | Sub Topic | Description |
Get Started with Paytronix | Learn about the support resources available to you, including the Help Center. | |
Get Started with Paytronix | Be prepared with a framework of key activities and best practices that ensure your program reaches its full potential. | |
Prepare to Go Live | Learn to get ahead and best prepare for your Paytronix implementation project. | |
Get Started with your Client Portal | Learn how to navigate the client portal. |
Loyalty Courses
Below are the Loyalty Courses that are currently available.
Main Topic | Sub Topic | Description |
Get Started with Loyalty | Become familiar with the different types of rewards and programs. | |
Loyalty Campaigns | Learn how to build a basic campaign in Campaign Center. | |
Guest Segmentation | Learn how to utilize account filters to segment your guest base for sending campaigns. | |
Message your Guests | Maximize your impact with our Email Builder feature. | |
Loyalty Campaigns | Maximize your impact with our Email Builder feature. | |
Loyalty Campaigns | Elevate your program with double points. | |
Order Physical Cards | See the process for ordering physical cards for both Gift and Loyalty programs. |
Gift Courses
Below are the Gift Courses that are currently available.
Main Topic | Sub Topic | Description |
Get Started with Gift | Empower your staff to support and troubleshoot your eGift site. | |
Manage your eGift Program | Empower your staff to support and troubleshoot your eGift site. | |
Analyze Gift Card Data with Reports | Learn about different Gift reports to better understand the health of your program. | |
Order Physical Cards | See the process for ordering physical cards for both Gift and Loyalty programs. |
Online Ordering Courses
Below are the Online Ordering Courses that are currently available.
Main Topic | Sub Topic | Description |
Catering | Watch this webinar recording to learn all about the new catering feature. | |
2024 Online Ordering Master Class Virtual | Learn how to manage your Online Ordering settings for multiple locations at once. | |
2024 Online Ordering Master Class Virtual | Learn about the features inside Online Ordering that allow you to engage with guests. | |
2024 Online Ordering Master Class Virtual | Learn how to view and manage past online orders. | |
2024 Online Ordering Master Class Virtual | Learn about some of the important reports you can use to measure and improve your online ordering experience. | |
Engage Guests with Online Ordering | Learn how to configure different types of coupons in the Online Ordering system. | |
Receive & Manage Online Orders at your Restaurant | Learn how to view and manage online orders inside your Online Ordering system. |
Messaging Category
Below are the Messaging Courses that are currently available.
Main Topic | Sub Topic | Description |
Message your Guests | Maximize your impact with our Email Builder feature. | |
Message your Guests | Use Day-of-Week Optimizer to send messages on the best day for each individual guest. |
Comp Category
Below are the Comp Courses that are currently available.
Main Topic | Sub Topic | Description |
Get Started with Comp | Learn about the basics of guest and employee compensation programs. |
Mobile App Category
Below are the Mobile App Courses that are currently available.
Main Topic | Sub Topic | Description |
Mobile App Feature Review - 2023 |
| COMING SOON |
Reporting & Analytics Courses
Below are the Reporting Courses that are currently available.
Main Topic | Sub Topic | Description |
General Reports | See how to utilize the Report Center. | |
Account Filters | Learn how to utilize account filters to segment your guest base for sending campaigns. |
Master Class & Webinar Recordings
Below are a list of recordings from Master Class and PX Connect webinars. We have made them available to watch in Paytronix Client Academy for your convenience.
Main Topic | Sub Topic | Description |
Product Updates | A look at some of the highlights of 2024 from our product team. | |
Online Ordering | 4 sessions, all focused on Online Ordering | |
General | Learn how to use our AI helper to find answers and retrieve your company's data. | |
Holidays | It is time to prepare for the Holidays. Learn about ordering gift cards, setting up promotions, adjusting your store hours, and more. | |
Online Ordering | Learn about switching your online ordering menu to Order Experience Builder. This on-demand webinar goes over the benefits of switching and the steps to complete. | |
Loyalty, Reporting | Learn about some of the most-used loyalty reports. | |
General | Learn all about different features in the Paytronix Client Portal that you can utilize without assistance from Paytronix staff. | |
General | See Customer Service Rep resources and Guest Account Maintenance (adjustments, etc.) in action. | |
Loyalty | Send campaigns to each guest on their individual best day of the week. | |
Loyalty | See how to elevate your program with Double Points. | |
Loyalty | Run reports to learn how effective your campaigns are. | |
Mobile Apps | Put the control back in your hands for making and publishing changes to your app. | |
Gift | Learn how to create and manage your eGift program and site. | |
Catering | Watch this webinar recording to learn all about the new catering feature. |