13 free modules and 107 lessons, about 15 hours of video in total. Preview lessons play without an account; sign in free to track your hours and work toward the certificate.
New to WorkBOS? Start free and explore the product alongside the course.
Brand new to WorkBOS? Start here. Signing up, finding your way around, and getting your first real work into the system.
Run client work end to end - companies, portfolios, projects, tasks, approvals and the client portal.
Turn leads into clients - pipeline, leads, forms, sequences and everything in between.
From proposal to signed contract without leaving WorkBOS.
Organise your people, protect their capacity, and keep everyone in the same calendar.
Hire, onboard, pay and develop your team - the full HR module.
Bill your clients, collect the cash, and recognise the revenue properly.
The books behind the business - ledger, banking, assets, liabilities and risk.
The part that makes WorkBOS different - AI agents that do the work and automations that never forget.
Publish, schedule, measure and capture - the marketing side of WorkBOS.
Run a support desk your clients actually like.
The settings that make WorkBOS yours - users, integrations, data and developer tools.
For partners running WorkBOS as their own product.
Complete the required modules, log real watch time, and pass the module checks and the final exam to earn the WorkBOS Certified Specialist credential.