Beginner
ClientsPlace Fundamentals
Workspace setup, client management basics, your first invoice, and portal branding. The fastest route to a production-ready workspace.
Academy
Video courses, guided learning paths, and certifications to help service business operators master ClientsPlace.
Learning paths
Structured courses that take you from workspace setup to running a multi-workspace operation. Every path is hands-on with real ClientsPlace scenarios.
Intermediate
Invoicing & Payments Mastery
Connect Stripe and PayPal, ship recurring invoices and subscriptions, and handle dunning and multi-currency with confidence.
Intermediate
Automate Your Operations
Design flows in Workflow Studio, spin up onboarding templates, and connect Zapier and webhooks to remove manual steps.
Advanced
AI Agents Deep Dive
Build custom agents end-to-end: RAG ingestion, persona configuration, tool selection, and guardrails that keep responses on-brand.
Beginner
Client Portal Best Practices
White-label the portal, set precise client permissions, enable self-service, and polish branded transactional emails.
Advanced
Scaling Your Agency
Operate across multiple workspaces, structure team roles, plan capacity, and build reports your leadership team will actually use.
Certifications
Validate your expertise with role-based certifications. Each track combines course completion, a written exam, and a hands-on project review.
ClientsPlace Certified Administrator
For operators who run day-to-day ClientsPlace workspaces — clients, invoicing, projects, portal configuration, and team settings.
Requirements
Complete Fundamentals and Client Portal Best Practices, pass a 40-question exam, and configure a sample workspace end-to-end.
ClientsPlace Workflow Specialist
For power users who design automation across Workflow Studio, Zapier, and webhooks, and own operational reliability.
Requirements
Complete Automate Your Operations, build two production-grade workflows with retries and dead-letter handling, and pass a scenario-based exam.
ClientsPlace AI Practitioner
For teams deploying AI agents to customers and internal staff — focused on RAG quality, governance, and measurable outcomes.
Requirements
Complete AI Agents Deep Dive, ship a custom agent with a documented RAG source and guardrails, and defend it in a technical review.
While you wait for enrollment
Our documentation and help center cover every feature in the platform — start there, and move into Academy courses as each path goes live.