User Guide

A comprehensive collection of easy-to-follow “how to” articles covering every aspect of SMR.

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Checklists

Step-by-step checklists for account guidance throughout the school year.

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Resources

Videos, Toolkits, Client Success Stories, Case Studies, and Research Papers.

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Training Opportunities

Watch training classes on-demand or sign up for in-person events.

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The Client Services Team

Carly

Client Onboarding Specialist

Jamie

Client Services Intern

Jazmine

Customer Relationship Manager

Joey

Client Onboarding Specialist

Jon

Client Onboarding Manager

Kelsey

Client Services Representative

Kerri

Client Success Specialist

Martika

Manager of Privacy & Case Management

Nick

Customer Relationship Manager

Rachael

Client Success Representative

Rich

Client Success Specialist

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