Navigate to the second tab to configure various settings for the Parent and Volunteer Portals. For Parent Portals you can configure: Email template that will be sent…

From anywhere in the database, you can access an emergency roster by selecting the button in the top right corner of the browser. A quick window will…

There are three areas of the Parent Portal that you can configure: the email that is sent when a Parent initially registers, the email that is sent…

When viewing a profile from a constituent record, select View History underneath the Payments section. In the manage invoices window, select which line item you need to refund….

When viewing a profile from a constituent record, select Make Payment underneath the Balance Due section. In the payment window, select which line item you need to…

Once you’ve created a dashboard, you can share it with various stakeholders – executive leadership, board members, donors, etc. Navigate to the dashboard that you want to…

You can check-out Participants in bulk by selecting multiple constituents from the Constituents Module. From the action sidebar, select the Check-out button. The confirmation window will open….

From the Programs Module, navigate to the fourth tab Attendance to manage currently entered attendance records You can use the search options to pull attendance records. There…