Work through these in order. Each takes a minute or two and mirrors something you’ll do every day. There’s no way to break anything, if you get stuck, the linked guide section walks you through it.
1Sign in and find your bearingsWarm-up
Goal: get into CoreFlow and name the five areas of the dashboard out loud.
Sign in and land on the Home Dashboard.
Point to the sidebar, search, greeting, key numbers, and today’s schedule.
✓
Done when: you can name all five areas without looking them up.
2Read today at a glanceWarm-up
Goal: interpret your four key numbers.
Find Today’s revenue. Is it up or down versus last week? How can you tell?
Note how many appointments are booked and how many start soon.
✓
Done when: you can say whether today is ahead of or behind last week, and why.
3Complete a taskCore skill
Goal: mark a task done from the dashboard.
Open Upcoming tasks.
Click the checkbox on any task, then reopen it by clicking again.
✓
Done when: you’ve marked a task Done and reopened it.
4Find something with searchCore skill
Goal: locate a customer from the top bar.
Click the search box and type a customer name (try Blue Ridge Hotel).
Open the result from the list.
✓
Done when: you reached a customer without using the sidebar.
5Start your day like a proChallenge
Goal: run the full daily open routine unaided.
Check key numbers, scan for Needs prep, clear a notification via the bell, and review tasks.
Do it in under three minutes.
✓
Done when: you completed the routine start to finish on your own. You’re ready for the assessment.
CoreFlow · Practice Exercises v1.0Prepared by The Training DeskFictional · for demonstration
