Kaseya Professional Services

NAVIGATION  Home > Learning > Professional Services

PERMISSIONS  Admin, Billing and Purchasing, or User role

The Kaseya Professional Services page is your centralized hub for tracking all Professional Services projects related to onboarding within the Kaseya platform ecosystem, including Kaseya 365, Kaseya module subscriptions, and other consulting projects. This page enables self-service booking of eligible sessions and provides convenient access to training session details, including recordings of past sessions.

Session list

The session list forms the cornerstone of this page, showcasing all your Professional Services projects and associated sessions. Use the search bar to quickly find specific projects or sessions by typing their names and employ the filtering options to filter the list by session status. The following is a breakdown of the columns in the session list table:

  • Session: Name of the project or session.

  • Status: Session status. The following statuses are possible:

    • Not scheduled: The session has not yet been booked.
    • Scheduled: The session has been booked and has an upcoming date.
    • On hold: The session is temporarily paused.
    • Completed: The session has taken place.
    • Closed: The session is closed and is no longer available for booking. No scheduling or cancellation actions are available for closed sessions. Contact your project manager for further assistance.

  • Scheduled date: Start date and time of the training session.

  • Project Manager: Manager overseeing the training.

  • Consultant: Name of the training consultant.

  • The last column on the right contains any additional functionality and information applicable to the session, such as:

  • : Displays if the session is eligible for self-service booking and can be booked now. Click to schedule the training session. (Refer to Session management with self-service booking below.)

  • : Click to cancel the scheduled training session. (Refer to Session management with self-service booking below.)

  • Session notes: Provides additional information about the session. For example, Schedule prior session first indicates that the session cannot be scheduled until the prior session above has been scheduled, and Contact your Project Manager indicates that the session is not eligible for self-service booking.

  • : Click to watch the recording of a completed session.

    NOTE   is available for most completed sessions. If you don't see this button for a completed session, reach out to the session's project manager or consultant.

  • Progress indicator (): Number of sessions completed out of the total number of sessions in the project. Closed sessions are not counted as completed in this indicator.

Filter sessions

To filter the list by session status, click Not scheduled, Scheduled, On hold, Completed, or Closed. You can apply one or more filters at once. To remove currently applied filters, click All.

By default, the Hide completed projects toggle is on and any project whose sessions are all in Completed or Closed status is hidden in the list. To view these projects, turn off the Hide completed projects toggle.

Session details

Each session includes specific details and contact information for the project manager and consultant (if applicable). Click the session name to open the details. Most completed sessions will have a button, allowing you to access the recorded session whenever you need it. If you do not see this button, reach out to the project manager responsible for the session.

Widgets

These widgets display at the top of the page:

  • Sessions: Provides a summary view of your Professional Services sessions by status in a color-coded graph. To the right of the graph is a legend showing the status represented by each color, along with number links showing the number of sessions in each status. Click a number link to filter the session list below by the selected status. (To clear the selected status, click the All filter below.)

  • Upcoming Sessions: Shows the name and date of your next three scheduled training sessions.

Session management with self-service booking

With the self-service booking feature, you can schedule or cancel eligible Professional Services sessions directly from the KaseyaOne interface, without coordinating with a project manager.

Session management overview

The session list contains all of your Professional Services training sessions. Sessions are grouped by project. Projects are ordered alphabetically by name in the list and a project's sessions display under the project name heading.

A project's sessions must be scheduled sequentially in the order listed under the project name heading. A session cannot be scheduled until the preceding session in the sequence has been scheduled. (The first session in the list can be scheduled at any time.)

Scheduling or canceling a session

If a session is eligible for self-service booking, you can schedule or cancel the session. While viewing a project's sessions, you can tell whether a session is eligible for self-service booking by checking the information to the right of the Consultant column:

  • : Displays if the session is eligible for self-service booking and can be booked now. Click to schedule the training session. (See To schedule a session below.)

  • : Displays if the session is eligible for self-service booking and has already been scheduled. Click to cancel the scheduled training session. (See To cancel a session below.)

  • Schedule prior session first: Indicates that the session is eligible for self-service booking but cannot be scheduled until the prior session above has been scheduled.

  • Contact your Project Manager: Indicates that the session is not eligible for self-service booking. The project manager must schedule the session.

  1. On the Professional Services page, locate the session under its project name and click .

NOTE  If you don't see , either the session is not eligible for self-service booking and you see the Contact your Project Manager message, or the session listed above this one has not yet been scheduled and you see the Schedule prior session first message.

  1. In the Before you proceed dialog, complete the following steps before continuing:

  • Step 1. Review your self-guided materials: Click the In-product self-guided materials link to review the available product materials. When done, select I've reviewed the self-guided materials.

  • Step 2. Have your login credentials ready: Confirm that your portal login credentials are available before your first session. Select My login credentials are ready.

NOTE  Continue is disabled until you select both checkboxes. Both checkboxes reset to cleared each time the dialog opens.

  1. Click Continue.

  2. Schedule the session:

  • On the Select a Date & Time page, select a date and time for your session. Click Next.

  • On the Enter Details page, enter your name and email, company name, session name, and any applicable notes. Click Add Guests to invite attendees. Click Schedule Event.

  1. The session is scheduled. The You are scheduled confirmation page displays and a calendar invite is emailed to training session participants.

IMPORTANT  After booking, allow a few minutes for your session to sync, then refresh the Professional Services page to view the updated session details: Status changes to Scheduled and the Scheduled date shows the date and time of the upcoming training session.

  1. On the Professional Services page, locate the session under its project name and click .

NOTE  If you don't see , either the session is not eligible for self-service booking or the session has not been scheduled and you see or the Schedule prior session first message.

  1. In the Your session is being canceled dialog, click Continue.

  2. On the Cancel Event page, enter the cancellation reason, then click Cancel Event.

  3. The session is canceled and a notification is emailed to training session participants.

    IMPORTANT  After canceling, allow a few minutes for your session to sync, then refresh the Professional Services page to view the updated session details: Status changes to Not scheduled and the button displays.

Enablement Services Catalog

Accessible only to users with the Admin or Billing and Purchasing role, Enablement Services Catalog takes you to Kaseya Store. Here, you can browse and order additional professional services as needed.

Professional Services FAQs

Check that you have not applied any filters to the session list. If no filters are applied and the session list is still empty, you can do the following:

  • Browse options in the Professional Services Catalog by clicking Enablement Services Catalog. This brings you to Kaseya Store where you can explore and, if needed, order additional professional services. Refer to Getting started with Kaseya Store for more information.

  • Sign up for Certified Administrator (CA) Training Camps by clicking CA Training Camps. This provides you with access to enroll in specialized training sessions designed to enhance your skills and proficiency as a certified administrator within our system.

Enablement Services Catalog is visible to users with the Admin or Billing and Purchasing role only.

A Closed session is no longer available for booking or cancellation. No self-service actions are available for closed sessions. If you have questions about a closed session, contact your project manager directly using the contact information in the session details. (See Session details.)

If you don't see the button for a completed session, it may not have been recorded. If you need access to a recording that isn't available, reach out to the session's project manager or consultant directly using the email provided in the session details (see Session details). They can provide further assistance or information on the session.

In most cases, for password-protected recordings the password is displayed in the session details (see Session details). If you do not see the password in the session details, reach out to the consultant or project manager directly using the corresponding emails provided in the session details.

Reach out to the consultant or the project manager directly using the corresponding emails provided in the session details. Refer to Session details.

The Certified Administrator (CA) training camps are virtual instructor-led courses designed to sharpen your skills with two sessions per week, up to two hours each, concluding with a proctored exam. Refer to Certified Administrator Training Camps for more information.