Training & Learning Resources

Overview

Stageholder is designed to be intuitive, but we provide plenty of resources to help you and your team get up to speed quickly. Find the learning style that works best for you.

Self-Service Learning

Video Tutorials

Short, focused videos covering specific topics:

Getting Started Series (5-10 minutes each)

• Platform overview and navigation
• Creating your first asset
• Setting up locations and categories
• Importing data from spreadsheets
• Inviting team members

Feature Deep Dives (10-15 minutes each)

• Asset lifecycle management
• Depreciation setup and reports
• Inventory management basics
• Maintenance scheduling
• Barcode and QR code scanning
• Mobile app walkthrough
• Reports and analytics

Access: stageholder.com/tutorials (available to all users)

Knowledge Base

Searchable articles covering every feature:

Categories include:

• Getting Started
• Asset Management
• Inventory Management
• Maintenance (CMMS)
• Reporting
• Mobile App
• Integrations
• Administration
• Troubleshooting

Features:

• Step-by-step instructions
• Screenshots and examples
• Search functionality
• Regular updates

Access: help.stageholder.com

In-App Help

Contextual assistance while you work:

• Tooltips: Hover over icons for quick explanations
• Help panels: Click "?" for context-specific help
• Guided tours: Interactive walkthroughs of key features
• Search: Find answers without leaving the app

Quick Reference Guides

Downloadable PDFs for common tasks:

• Quick Start Guide (2 pages)
• Asset Import Checklist
• Mobile App Reference Card
• Report Builder Guide
• Keyboard Shortcuts

Access: Settings → Help → Downloads

Live Training (Business & Enterprise)

Administrator Training

For system administrators and power users:

Topics Covered:

• Complete platform configuration
• User and permission management
• Data import and management
• Custom fields and workflows
• Integration setup
• Advanced reporting
• Best practices

Format:

• Virtual session (60-90 minutes)
• Interactive Q&A
• Recorded for future reference
• Scheduled at your convenience

End User Training

For general users of the system:

Topics Covered:

• Basic navigation
• Adding and updating assets
• Using the mobile app
• Barcode scanning
• Finding information
• Running common reports

Format:

• Virtual session (30-45 minutes)
• Can be recorded for new hires
• Multiple sessions for different groups
• Tailored to your workflows

Specialized Training

For specific use cases:

Inventory Management

• Stock management
• Reordering and POs
• Multi-location inventory

Maintenance (CMMS)

• Preventive maintenance
• Work order management
• Mobile technician workflows

Finance & Reporting

• Depreciation management
• Financial reports
• Audit preparation

Training by Role

For Administrators

Learn first:

1. Platform configuration
2. User management
3. Data import
4. Basic workflows

Then explore:

5. Advanced reporting
6. Integrations
7. Custom fields
8. Optimization

Estimated time: 3-4 hours initial, ongoing as needed

For Department Managers

Essential skills:

1. Dashboard and navigation
2. Asset and inventory views
3. Department-level reports
4. User management for team

Estimated time: 1-2 hours

For General Users

Essential skills:

1. Finding assets and information
2. Updating asset status
3. Using mobile app
4. Basic scanning

Estimated time: 30-60 minutes

For Maintenance Technicians

Essential skills:

1. Mobile app basics
2. Work order management
3. Recording maintenance
4. Updating asset status

Estimated time: 30-45 minutes

Building Your Training Program

For Your Organization

Step 1: Identify Trainers

• Select internal "champions" to train others
• Consider 1-2 per department

Step 2: Train the Trainers

• Provide deep training to champions
• Cover all features they'll support
• Share training resources

Step 3: Create Role-Based Training

• Customize for your workflows
• Focus on tasks specific to each role
• Use your own examples

Step 4: Develop Documentation

• Create quick reference guides
• Document your specific processes
• Include your naming conventions

Step 5: Establish Ongoing Support

• Regular office hours or Q&A
• New hire training process
• Refresher training schedule

Training Materials Provided

We provide materials you can customize:

• Slide deck template
• Training checklist
• Knowledge check quiz
• Quick reference card template

Available in Settings → Help → Training Resources

Enterprise Training Options

On-Site Training

For large deployments:

• Trainers come to your location
• Multi-day programs available
• Hands-on workshops
• Customized to your processes

Custom Training Development

Training tailored to your organization:

• Your terminology and branding
• Your workflows and processes
• Your specific use cases
• Delivered via your LMS if desired

Train-the-Trainer Programs

Enable your team to train others:

• Certification program
• Training materials and tools
• Ongoing support

Contact your account manager or sales@stageholder.com for details.

Certification (Coming Soon)

We're developing a certification program:

Stageholder Certified Administrator

• Comprehensive platform knowledge
• Best practices expertise
• Support and troubleshooting skills

Stageholder Certified User

• Proficiency in daily operations
• Demonstrated competence
• Recognition of skills

Stay tuned for announcements!

Getting Help

Can't Find What You Need?

Chat Support: Click the chat bubble

• Available during business hours
• Quick answers to questions

Email Support: support@stageholder.com

• Detailed questions
• Complex issues

Phone Support: Business and Enterprise

• Real-time assistance
• Screen sharing available

Request Additional Training

Need more training for your team?

• Contact your account manager (Enterprise)
• Email support@stageholder.com
• Chat with us

We're happy to discuss training options that fit your needs.

Updated on: 24/12/2025