Training Options with Spektrix

Harry Brett-Jones
Harry Brett-Jones
  • Updated

As a Spektrix client you have access to all of the great services offered by the Spektrix Support team, all for no additional cost. In this article we’re taking a look at what’s available as part of one of those services - training.

The Spektrix system contains a huge range of features and functionality, and we recognise that there’s a lot to learn about if you want to get the best out of the system. With that in mind, the Spektrix Support team are on hand to deliver training sessions to help you and your organisation get to grips with the system and the best ways of using the tools available.

In order to do that we have a variety of training packs, each designed to take you through either a specific element of the system or a particular strategic goal. There is a wide range of these training sessions available, which can variously be run from one of our offices, as a training visit to your office, or over the phone using a screen-sharing tool. What’s more, there’s no additional cost to you for requesting any of these sessions.

When can I request training?

The short answer is...whenever you would like it. Do bear in mind, however, that the Support team spends quite a lot of time on the road, so the more notice you can give us the better in order for us to prepare and tailor the training to your specific needs.

The longer answer is that there are certain times when every Spektrix client will automatically receive training (we’ll come to that shortly), there will probably be times when the Support team get in touch to ask if you would like training, and you can request training as and when you need it. Let’s take a quick look at some of those different circumstances...

New Spektrix venues
Every organisation which comes on board as a Spektrix client receives a wide range of training as part of the process of going live with the Spektrix system. Our Implementation and Support teams organise what we call go-live training to make sure everyone in the organisation who needs to know how to use Spektrix gets the training they need, and then a further set of post go-live training to follow up with any useful additional training.

This training should cover all of the necessary information required to get a new venue up and running using the Spektrix system. That being said, we don’t think that this is where an organisation’s training needs finish...

Over time
Each Spektrix venue is a unique organisation with its own individual needs, and we recognise that those needs can change and develop over time. Existing staff move on and new staff start; ways of working adapt based on all manner of factors; organisations’ strategic goals change; all of these mean that you might need training on new aspects of the system, refresher training to re-familiarise with lesser-used functionality, or brand new training for new starters.

Just because you’ve had training once doesn’t mean that you can’t ask for it again. All of these reasons and more mean that we completely understand that you might need further training, and we’re happy to oblige. Not only that, however…

Something specific?
We’ve organised all of our regular training into specific packs, but there might be times when you don’t need everything included in a pack - just some of it. That’s not a problem - let us know what it is you’d like to go through, and we can arrange a time to sort that out for you. If it’s a single feature, or part of the system, we can probably go through that over the phone and sharing a screen.

We’ll call you
Here at Spektrix we obviously don’t have full visibility on how you’re getting on and what’s happening with your organisation, but we do keep an eye on how things are going where possible. As a result, don’t be surprised to receive a phone call from one of our Support team checking in on you once in a while, asking how things are going and whether there’s anything we can help with. It’s all part of the service!

Depending on the circumstances we might get in touch to see if you need any further training on the system, but we might also ask if there are any bigger projects we can help with. Have a read of the section on consultative training below for more information on this.

How do I go about organising training?

It’s really simple - fill in this form with as much information as you can provide, and someone from the Support team will be in touch to kick the conversation off. Before you do that, however, there are a few things to think about.

Be flexible and give us notice
Wherever possible we will try to book training in as soon as possible, and work around your timings, but please be aware that we get lots of requests and there’s only so many of us! We ask on the form that you provide a few date options, so that there’s as much flexibility as possible. It can sometimes take a while to organise training, depending on how busy we all are and how many different packs you need, so the more notice you can give us the better.

Plan ahead
Before you make a training request, think about how many packs you’d like to go through, and how much can realistically be covered. The form contains timings for each of the System training packs - these are approximate, but you should be able to get a good idea of how much to ask for based on them. Remember that we’ll all need breaks during the day as well!

If you need lots of different packs, consider whether you might need to split them out over multiple days, but also which of them you definitely want to do in person and which might be better delivered over the phone.

Location is worth considering, as well. We have offices in London, Manchester and New York - you’re very welcome to come and visit us at one of these offices for the training, while we’re also happy to come to your offices. We’ll always aim to deliver training in the most convenient way for you, whether that’s at one of our offices, your offices, or over the phone.

Think about who to train
Whichever pack(s) you’re looking for, it’s always worth discussing across your organisation so that you can find everyone who needs training and make sure we organise things to cover everyone’s needs.

Under some circumstances it might even be best if we adjust the focus to be on training some members of your organisation, who can then go on and deliver the same training to the rest of your team. That way you can deliver the most-used packs yourself, whenever you need to, giving you the flexibility to plan and run training sessions to suit your organisation’s changing needs and specific processes.

Do remember, as well, that if there’s anything you’re not sure about, ask first! We’re always happy to discuss what your needs are, so that we can make sure we’re delivering the best possible training for you.

What training is available?

Broadly speaking there are two different types of training packs available, each of which is designed with a slightly different purpose in mind.

  • System training packs focus on how to set up or use individual elements of the system - these range from the basics of how to make sales, run simple reports and so on to more involved functionality like complex customer list segmentation.
  • Consultative training packs deal with how to go beyond the basic uses of the system and kick off wider conversations within your organisation about working towards your overall strategic goals.

Let’s take a quick look at each of these types of training separately.

System training
System packs are based around loose system concepts - Event Setup, Sales, Marketing, Accounting and so on. Some users may benefit from going through all of the packs, while others may only need certain ones depending on their roles within your organisation.

These packs are often two-tiered, with the first session (for example Marketing 1) covering the basics and the second session (Marketing 2) going into detail regarding some more complex uses of the system.

Consultative training
These packs are designed to get you talking across departments, working together as effectively as possible and sharing ideas throughout your organisation. Unlike system training packs, which cover how to use specific parts of the system, the focus with consultative packs is on planning and implementing longer-term ideas and processes with your organisation’s strategic goals at the core.

For example the Asking for Donations pack looks at how to empower your customer-facing teams to consistently ask for donations, allowing your organisation to focus on increasing donated revenue and box office conversion rates.

For more information on consultative training packs please have a read of this article.


If you have any further questions about anything to do with training, please don’t hesitate to get in touch with the Spektrix Support team.

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