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Master Toolio: Live Training for Beginners & Power Users

Updated over 2 weeks ago

Whether you're just getting started or looking to unlock new efficiencies, Toolio offers live, expert-led sessions every week to guide your success.


Quick Session Overview

Session

Audience

Focus

Schedule

Link

Toolio Tuesday

All Users

Advanced strategy and New Features

Every Tuesday

Demo Fridays

All Users & New Users

Product overviews & refreshers

First Friday of every month


Toolio Tuesday: Advanced Best Practices

Ready to go deeper? Toolio Tuesday sessions are for experienced users looking to sharpen strategy, streamline workflows, and explore Toolio’s more advanced capabilities.

What You’ll Learn

  • Assortment planning techniques

  • Forecast adjustments and overrides

  • Dashboard customization

  • Automation workflows using Toolio

Session Details
Audience: Intermediate to advanced users
Format: Tactical best practices with live Q&A
Platform: Zoom (link provided upon registration)
Preparation: No prep required
Duration: Approximately 45 minutes
Schedule: Every other Tuesday
Time and Zoom link provided upon registration
Register here

Demo Friday: Product Overview & Refreshers

New to Toolio (or need a refresher)? Demo Friday sessions are designed for teams looking to get re-oriented on the Toolio platform, understand how the modules work together, and learn how Toolio supports end-to-end planning workflows.

What You’ll Learn

  • How Toolio modules work together across planning workflows

  • End-to-end product overview (MP, AP, AL)

  • Common workflows and best practices for day-to-day usage

Session Details
Audience: New to intermediate users (great for onboarding new teammates)
Format: Product overview demo with live Q&A
Platform: Zoom (link provided upon registration)
Preparation: No prep required
Duration: Approximately 45 minutes
Schedule: Once a month (Friday)
Time and Zoom link provided upon registration
Register here


What Happens After You Register

After registering for any session, you’ll receive a confirmation email that includes your Zoom link and an optional calendar invite. You’ll also get a reminder email the day before your scheduled session.


Have Feedback or Requests?

If you have feedback about a session or want to suggest a future topic, we’d love to hear from you. Just reach out to us at support@toolio.com


Frequently Asked Questions

Will the sessions be recorded?
Yes. Recordings are available on Toolio Academy.

Can I attend both sessions?
Absolutely. Many users join both to get the full picture and reinforce their learning.

What if I miss a session?
You can attend the next one or watch the recording on Toolio Academy.

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