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What you'll accomplish

By the end of this guide, you'll have a complete written training guide for your scheduling role — built from your own institutional knowledge — that a new scheduler can read and follow independently. Instead of training taking 2-3 weeks of shadowing, your replacement will start their first day with a real manual.

What you'll need

  • A free Claude account at claude.ai (or Claude Pro for longer documents)
  • 45-60 minutes of your time to answer questions and review the output
  • A Google Doc or Word document to save and edit the final training guide
  • Time needed: 1-2 hours total
  • Cost: Free (Claude free tier); $20/month for Claude Pro if you want longer context

How-To Guide: Build a New Scheduler Training Guide with Claude

Step 1: Create Your Free Claude Account

Go to claude.ai. Click Sign up. Register with your email or Google account.

What you should see: Claude's chat interface, ready for conversation.