ClientBase Online Getting Started

New to ClientBase Online?  We have learned from lots of experience that proper preparation makes the CBO implementation process easier.

Getting Started with ClientBase Online

Step 1: Verify that you are running Internet Explorer 8 through 11 on Windows 7, 8, and 8.1.  

Step 2: Log In
Go to (Create a shortcut on your desktop for faster launching or make this site a favorite)

Step 3: Set Up CBO
You must set up CBO before using. Click here for full setup instructions, or attend the CBO Live WebEx setup class here.

Step 4: Training
Create an office training program by utilizing our recorded trainings, documentation and live Webex Classes:
CBO Recorded Trainings (Available 24 hours a day/7 days a week.)
CBO Documentation
CBO WebEx Training Classes (Scroll down to see CBO classes)

Other Training Options

• Read the ClientBase Online Overview to familiarize yourself with your new program.
• Attend one of our daily on-line Q & A's to speak to a ClientBase expert. The daily Q & A's provide you with the opportunity to ask questions get feedback and exchange ideas.
• Continue taking additional WebEx training classes found on WebEx Calendar.
• Get personalized attention and training in a classroom setting by registering for one of our upcoming Conferences.
• Need more assistance? Contact a Trams Certified Consultant.
• Full support? You can contact someone for training assistance at .

Congratulations! You are well on your way to using ClientBase Online.