Training Videos

Getting Started with Menus and Dashboard

Organizing Data

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Common Workflows

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Roles and Permissions

Tracking Deceased and Yahrzeits

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Events and Calendar Management

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Membership

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Volunteer Management

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Religious School

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Email and Mass Mail

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SMS/Texting

Reports

Pastoral Care Management (AKA Cases)

Online Contribution/Donation Pages

Member Portal/Self-Service Set Up

Finances - Accounts and Financial Types

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Finances - Contributions

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Finances - Credit Cards

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Finances - Prepayments (Credit Balances)

Finances - Obligations

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Finances - Letters, Statements, Receipts

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Finances - Exporting To General Ledger

Finances - Non US Reporting

Financial - Searches