- Training Courses

In addition to the training videos, the detailed information on our Knowledge Base and all the tips on our Forum pages, we offer classroom-based training courses to help you get the best from your implementation of Workbooks:

  • System Administrator Training - a great way to learn how to manage your database. We'd recommend that at least one person in your organisation attends this course.
  • Advanced System Administrator Training - New course - Coming Soon! - An optional follow-on third day to the System Administrator Training, covering Advanced Customisation, Advanced Reporting, Advanced Importing and an Introduction to Processes & Automation.  Course content, schedule and pricing to be confirmed soon.
  • Developer Training - if you want to automate processes in Workbooks or integrate with third-party tools, this course is invaluable.  

Workbooks System Administrator Training Course

Duration: 2 Days

Cost: £850

Upcoming Dates

Date Location Contact Us
14 & 15 August Reading Email Us
26 & 27 August Reading Email Us
16 & 17 or 17 & 18 September - TBC Reading Email Us
8 & 9 October Reading Email Us

The 'Workbooks System Administrator Training' course is invaluable in teaching you all the elements you need to know in order to set up and maintain your Workbooks system. This is an instructor-led classroom based course, delivered using a mixture of demonstrations and exercises for you to complete.

Whether you are undertaking your own implementation or working with us on a shared implementation, it’s important that you understand the principles of how the product works so you can undertake the work confidently and take ownership of your database.

Course manuals will be provided.

To enquire about dates beyond those shown above please contact training@workbooks.com.

Who should attend?

This course is designed for users who have the responsibility for setting up, configuring and maintaining your Workbooks system, as well as anyone with responsibility for importing data into the system or for writing reports to show the key metrics for your business.

What will I learn?

On completion you will be able to: • Set up your Users, giving them the correct access to the records and functionality relevant to their job role;

  • Customise the environment to make using Workbooks easy and ensure that all data important to you is captured;
  • Configure the system with the right financial framework to reflect your business;
  • Manage how emails are handled;
  • Format templates so that routine data is displayed consistently, including creating professional documentation that can be sent to your customers and prospects;
  • Import records to populate your database;
  • Prepare the system so it can accept leads and support cases directly from your website;
  • Understand how to integrate Workbooks with Google Apps;
  • Build reports to display your key business data.

Do I need any special knowledge to take part?

You don’t need to be a technical wizard to become a proficient System Administrator. However, experience of working with databases and/or a reasonable understanding of an application like MS Excel would be helpful, along with a good overview of your organisation and what you intend to use Workbooks for. In advance of the course, delegates must have watched the ‘Getting Started with Workbooks’ video, available here.

Course Outline

Introduction to Records

Overview of the structure of Workbooks records including:

  • Field Types
  • Relationships
  • Permissions
  • Assignment

User Environment Setup

How to set up and manage your users:

  • Adding Users and User Groups
  • Controlling access to records with Capabilities and Permissions


Configuring the look and feel of your database

  • Managing Views
  • Customising form layouts
  • User preferences
  • Managing queues

Setting up your Company

Setting up and managing your Organisation

  • Defining your financial periods
  • Setting up currencies and exchange rates
  • Configuring sales tax settings
  • Setting up email accounts

Workbooks and Email

Introduction to Dropbox and Workbooks Outlook Connector


Creating templates to streamline and standardise data capture

  • Creating HTML Templates for use with emails, notes and mailshots and Google Docs
  • Customising standard PDF templates for Transactions

Product Book

Setting up products, default prices and pricing schemes.


Importing Data

  • Data Requirements
  • Importing new data
  • Importing data linked to existing records
  • Updating records through import


Introduction to Workbooks reporting

  • Simple list report
  • Joining data from other records
  • Limiting results using simple criteria
  • Performing simple calculations

Web Integration

Preparing to use Web2Lead and Web2Case

Google Apps Integration

  • Logging in with Google Apps
  • Creating Google Docs from within Workbooks

Location of the Course

The 'Workbooks System Administrator Training' courses are held at the Workbooks offices in Reading.

Unit 9, Suttons Park Avenue



United Kingdom


Sat Navs aren't always as accurate as we'd like. Click here to see our exact location.


Workbooks Developer Training Course

Duration: 2 Days

Cost: £850

Upcoming Dates


Date Location Contact Us
9 & 10 September Reading Email Us

This 2-day course is aimed at software engineers who will be developing integrations or automations using the Workbooks API. It will cover all the elements you need to understand to develop process engine scripts or to integrate third-party applications via the restful API.

To enquire about other dates please contact training@workbooks.com.

What are the pre-requisites for the course?

You need to be a software engineer proficient in a commonly-used web programming language like PHP, .NET or Java. The practical elements of the course will be delivered using PHP, although PHP experience is not essential.

We would also recommend that you are familiar with Workbooks, either as a result of attending the Workbooks System Administrator training (see above) or through hands-on usage of the system.

Course Outline

Introduction to the Workbooks API and the Data Model

How to use the API:

  • The wire protocol
  • Pre-existing wrappers
  • Debug tools
  • Metadata

The security model:

  • Login, user credentials, API keys, session IDs
  • Capabilities and permissions
  • Databases and sandboxes

Creating, reading, updating and deleting (CRUD) objectsThe process engine:

  • Scheduled processes
  • Button processes
  • Web processes
  • Process on save

The reporting engine and reporting APIs

Generating emails and PDFs using the API

Example scripts:

  • Create a person record from a web form
  • Order line item configurator
  • Scheduled processes:
  • Email Case follow-up
  • Send Invoices in PDF format via email

Best practice:

  • Logging
  • Performance considerations
  • Caching and retrying

Getting help from Workbooks:

  • Forums

Location of the Course

Our 'Workbooks Developer Training' courses are held at the Workbooks offices in Reading.

Unit 9, Suttons Park Avenue



United Kingdom


Sat Navs aren't always as accurate as we'd like. Click here to see our exact location.