Managing Groups
- Adding People to a Crew
- Adding Students to a Class
- Assigning People to a Crew Position
- Class Roster
- Create and Manage Crews/Work Teams/Volunteers
- Creating Crew Schedules
- Creating and Managing Classes
- Creating and Managing Departments
- Creating and Managing Divisions
- Creating and Managing Small Groups
- Group Tree Structure
- Making Changes to Crew Schedules
- Removing People from Crew Positions
- Removing People from a Crew
- Scheduling your Crew
- Sharing Files in Groups
Communication
- Address Labels
- Automated Communication Settings
- Automated Communication Settings for Departments
- Check Status of Email or Edit as New Email
- Creating Digital Signatures
- Creating Letters
- Digital Guest Cards
- Email Log
- Email Subscription Types
- Email Templates
- Generate Letters for Mailings
- Hub Portal Set-Up
- Letterhead Templates
- Mail Merge Letters
- Mailing Lists
- Selecting Recipients for Emails and Text Messages
- Sender Emails
- Sending Emails to a Group, Custom List or Individual
- Setting up Text Messaging
- Text Templates
- To Send a Text Message
- Using Digital Guest Card Links, QR Codes and Keywords
- Your Text Number, Status and Usage Information
Flows / Order of Service
Accounting & Bookkeeping
- Auto Generated Financial Reports
- Bank Integrations
- Bookkeeping: Journal
- Bookkeeping: Registers
- Creating / Recording Donations & Deposits
- Creating / Recording Expenses
- Creating a Budget Breakdown by Department
- Creating a Simple Budget
- Credit Card Expense Reports
- Editing Who Auto Generated Reports are Sent To
- Financial Overview
- Financial Reports
- Financial Tags
- Giving Statements
- How to Setup Chart of Accounts
- Opening Balances
- Payment Processing Logs
- Payment Processing Rates
- Printing Checks
- Recording Journal Entries
- Reimbursement Requests
- Submitted Expense Report Requests
- Submitted Reimbursement Requests
- To Stop Auto Generated Reports
- View, Approve and Check Status of Budgets
- What is a Chart of Accounts?
- Year-End Tax Receipts
Forms and Surveys
Event Management
- Adding People To Your Events
- Calendar
- Day of Event Check In
- Event Income Reports
- Event Roster
- How Do I Create an Event?
- How Do I Edit or Remove an Event?
- How do I View a List of Seats Reserved?
- How do I create a Discount Code?
- How do I create a Seating Chart for my Venue?
- How to Export Event Attendees Data
- Managing Registrations
- Sharing Event
- To View an Event Registration List
Managing Persons
- Add Point of Contacts for Tracking
- Adding People and Contacts
- Adding People to a Custom List
- Assigned to Me
- Connecting Families and Households
- Consolidating Multiple Entries of Same Person
- Creating Custom Fields
- Creating Custom People Lists
- Creating People Classifications
- Custom Field Reports
- Editing your Custom Fields
- Enabling Auto Assignments
- How do I Promote Students to the Next Grade?
- How to Assign People to Staff for Follow-Up
- Importing Contacts from Google GSuite
- Importing Persons from another database
- MAP for Locations, Meeting Places and People
- Milestones
- People Tags
- Person Profile Tabs
- Reassigning Classifications
- Referral Tree
- School List
- Vendor Contact List
- What's the Difference between Family and Households?
Kiosk
- Assigning Kiosk Only Users
- Bar Code Scanners
- CHECK-IN using Self-Check-In Kiosk
- CHECK-IN using Service Counter Kiosk
- Check-In Profiles
- Check-Out
- Connection Card Assigned Card Numbers
- Connection Cards
- Creating Custom Incentives
- Creating Incentive Groups
- Creating Name Tag Template for Check-Ins
- How to Assign a Menu Access Admin Code
- How to Change Your Organization-Wide Menu Access Code
- How to Create a Menu Access Admin Card
- Incentive and Attendance Credits Settings
- Kiosk Settings for Check-In
Signup Kiosk App
Label Printer Settings
Recording and Tracking Attendance
Online Giving and Payments
- Choosing a Payments Processor (Stripe or FortisPay)
- Help Donors Set Up Recurring Giving
- Making Changes to Recurring Giving
- Online Giving Settings
- Primary Giving Link and Widget
- Recurring Giving Profiles
- Set Up Giving Designations, Links and Widgets
- Setting Up Your Account to Accept Payments (Outside the U.S.)
- Setting Up Your Account to Accept Payments (in the U.S)
- Ways to Give
Candian Dollar
US Dollar