Training & support
Get your team up to speed, fast.
We don't just hand you software. We get your team trained, confident and productive — and we stay with you after go-live.
01Training formats
How we train you.
BCMTrac training is hands-on, practical and tailored to your practice. No generic video courses. Real training on your actual data.
Live Online Training Sessions
Screen-share sessions with your dedicated BCMTrac trainer. We work through your specific workflows, your scheme types and your team's questions in real time. Sessions are recorded for your reference.
On-Site Training
For larger teams or complex setups, we come to you. On-site training at your office ensures your whole team is aligned and comfortable before go-live day. Available across major South African centres.
Module-Specific Training
Need to train a new staff member on cashbook processing? Bring a trustee up to speed on the portal? We offer targeted module sessions so you get exactly the training you need, without wasting time on modules irrelevant to your role.
Refresher Training
BCMTrac evolves. When we release significant new features or process changes, we offer refresher sessions to existing clients at no additional cost. Your team stays current without re-learning from scratch.
New Staff Onboarding
When your team grows, so does your training need. We offer new-hire onboarding sessions that bring new staff up to your practice's BCMTrac standard quickly, minimising disruption to your workflows.
Ongoing Support Access
Training doesn't stop when the session ends. Our support team is reachable via email, phone and WhatsApp during business hours. We are known for going well beyond what a normal support team would do.
02Onboarding
Your onboarding journey.
From signup to fully operational — a structured process that gets you live without the chaos.
Discovery & setup
We start with a discovery call to understand your practice structure: how many schemes, what types (sectional title, HOA, rental), how many staff, what your current system is. We configure your BCMTrac environment to match your setup before you touch it.
Data migration
We provide Excel import templates for your owners, suppliers, trial balances and age analyses. Only five documents are needed. Our macros help you clean and format data quickly. We import and verify everything before your team logs in for the first time.
Core training
Structured training sessions covering your specific modules: levy processing, cashbook, reporting, communications and governance tools. We work at your pace, not ours. Your team asks the questions, we answer them in the context of your actual data.
Parallel running period
We recommend a short parallel-run period where your team processes on both your old system and BCMTrac. This builds confidence and catches any edge cases before full cutover. Our team is available throughout to answer questions as they arise in real work.
Go live & ongoing support
You go live. We don't disappear. Post-launch support is built into every BCMTrac subscription. Your team has direct access to our support team and receives proactive guidance when new features are released that affect your workflow.
03Curriculum
What we cover.
Training is divided into modules so your staff trains on what they use every day.
Levy Processing & Billing
Bulk monthly levy runs, pro-rata calculations, arrears processing, interest charging and debtor management. The core of every scheme management practice.
Cashbook & Bank Recon
Bank statement import, transaction mapping, cashbook processing and bank reconciliation. Getting your month-end bank recon to zero — accurately, every time.
Financial Reporting
Income statements, balance sheets, age analyses, management reports and levy schedules. Knowing which reports to run, when and for whom.
Online Meetings & Governance
Setting up and running online AGMs, building agendas, managing pole votes, recording resolutions and handling trustee nominations from within the platform.
Communications
Bulk emailing, SMS sending, statement distribution, document library management and communication history tracking. Keeping your owners and trustees informed.
User & Access Management
Setting up staff users, assigning role-based permissions, managing portal access for owners and trustees and understanding the different dashboard types available.
Ready to get your team trained?
Talk to us about a training and onboarding plan that fits your practice.