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Portal training

Watch time: 35 minutes | Welcome to full Portal training!

Jonny Richardson avatar
Written by Jonny Richardson
Updated over a week ago

πŸ’‘ What is this? A training video on how to set up your Gecko student portal.

πŸ”Ž Who is it for? This deep dive into Gecko's functionality is for administrators and those wanting a 360-understanding of how to use every aspect of the portal.

⏰ Got anything else? For a quicker run through of building and viewing the portal, check out the Menu building article.


Looking for something specific? Use the table below to skip to the good bit!

🎯 Topic

⏱ Timestamp

⭐️ Additional info

Account branding

2:26

Menu section

3:01

Menu items

4:42

Landing pages

5:22

Events

6:46

Portal customisation

8:36

Forms

9:52

Enabling form drafts

11:26

External link

13:25

System pages

14:38

RSVP pages

17:52

Activity page

28:24

Chat agents

18:31

Conditional items

25:51

Contact fields

27:03

Tasks and objectives

29:27

Filtering by tasks

31:14

Workflows

32:10

Template tags

43:24


Any questions? Start a live chat with a support team member, or feel free to explore the rest of our academy. Spotted an error or want to suggest a future article for the academy? Let us know here.

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