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Pearl Training

Pearl offers multiple training options to help you and your team get up and running successfully. Every option covers the foundational knowledge needed to use Pearl effectively—choose the format that best fits how your team prefers to learn.

Pearl Academy (On-Demand Training)

Pearl Academy is the recommended starting point for most customers. It is a comprehensive, self-serve training library designed to support both initial onboarding and ongoing learning.

Pearl Academy includes:

  • Getting started content to introduce core workflows and best practices

  • Deeper courses for advanced use cases, including Continuing Education (CE)–eligible courses, where available

  • Tips, tricks, and feature deep-dives across all Pearl products

Training is available on-demand, making it easy for each team member to learn at their own pace and revisit content as needed.

👉 Click Here To Access Pearl Academy

Live Webinars

Pearl also offers weekly live webinars hosted by a Customer Success Manager (CSM). These sessions cover similar foundational content as Pearl Academy, delivered in a live, guided format.

Live webinars are a good fit if you prefer:

  • Structured, instructor-led training

  • Real-time product walkthroughs

  • The ability to ask questions during the session

👉 Click Here To View The Webinar Schedule And Register

When to Reach Out to Customer Success

For most customers, Pearl Academy and live webinars provide everything needed to get up and running successfully.

If you’ve completed the training resources above and still need additional support—such as personalized workflows, advanced use cases, or practice-specific guidance—our Customer Success team is here to help.

Customer Success works best when it builds on the foundation established in Pearl Academy, ensuring conversations are focused, efficient, and tailored to your needs.

customersuccess@hellopearl.com, ph:(213) 320-4603

6:00 AM - 5:00 PM PST, Monday–Friday.

For DSOs: EnterpriseCX@hellopearl.com

Training Your Whole Team

For the best results with Pearl, each team member should complete training in some form, whether through Pearl Academy or live webinars.

When everyone is trained on the same foundations:

  • Workflows stay consistent across the practice

  • Adoption improves

  • Your team gets more value from Pearl’s features