Advanced Training with ChurchInsight

with: Brett Payne

In Advanced Training with ChurchInsight, our instructors demonstrate how to use ChurchInsight to fully optimize the advanced features found in the platform. The tutorials teach methods and strategies developed by not only Endis employees, but also some of the largest ministries and churches in the country. Learn the tips and tricks that have helps thousands connect, implement and expand their work with this latest technology.
             

How to access this training... To access all of the training videos below, simply click on the icon next to the description. The demo movies that are indicated by active links below can be accessed without logging in.

Payment Groups   |   Events Office   |    Group Notes & Global Fields     |     Reports

Table of Contents

1.  Payment Groups

Note: Payment Group videos are organized by 1) the type of payment group and 2) sequentially according to the tabs associated with creating the payment group.

01 Introduction to Payment Groups An overview of how payment groups work within the ChurchInsight platform. More ... 02 Setting Up Payment Groups Determining the types of groups to setup and general implementation. More ... 03 Conferences/Events :: Welcome and Registration The Welcome and Registration tab configurations for conferences and/or events. More ... 04 Conferences/Events :: Payment Schemes The Payment Schemes tab configurations for conferences and/or events. More ... 05 Conferences/Events :: Options The Options tab configurations for conferences and/or events. More ... 06 Conferences/Events :: Discounts The Discounts tab configurations for conferences and/or events. More ... 07 Conferences/Events :: Payment Details The Payment Details tab configurations for conferences and/or events. More ... 08 Conferences/Events :: Confirmation and Completion The Confirmation and Completion tab configurations for conferences and/or events. More ... 09 Conferences/Events :: Advanced Technique Learn how to setup an event that has a changing priced based on date of registration. More ... 09a Conferences/Events :: Refunding a Registration Learn how to refund a registration when an event has been cancelled or your customer requests it. More ... 10 Online Giving :: Introduction An overview of setting up online giving on your site. More ... 11 Online Giving :: Welcome and Registration The Welcome and Registration tab configurations for online giving. More ... 12 Online Giving :: Payment Schemes The Payment Schemes tab configurations for online giving. More ... 13 Online Giving :: Options and Discounts The Options and Discounts tab configurations for online giving. More ... 14 Online Giving :: Final Step The Payment Details, Completion and Confirmation tab configurations for online giving. More ... 15 Subscriptions :: Introduction Initial setup steps for setting up the Subscription Payment Group. More ... 16 Subscriptions :: Welcome and Registrations The Welcome and Registration tab configurations for subscriptions. More ... 17 Subscriptions :: Payment Schemes The Payment Schemes tab configurations for subscriptions. More ...

2.  Events Office

01 Installing Events Office Learn all the steps to get your Events Office up and running smoothly. More ... 02 Managing Events Office Learn the basic steps for processing a registration with Events Office for a conference or seminar. More ... 03 Reports from Events Office Find out the simple steps to obtaining attendance reports from Events Office. More ...

3.  Group Notes and Global Fields

01 Creating Global Fields Custom fields help any organization gather the information they need most. Learn how to utilize this tool. More ... 02 List Box Group Notes and Address Book Utilize the features of a list box global field. More ... 03 How to set up a newsletter subscription Learn how to use group notes to offer a newsletter subscription. More ...

 

4. Reports

01_Payment Receivables Overview - Pt 1/3 Using the Receivables Report to reconcile all outstanding transactions in the Web Office More ... 02_Payment Receivables Report -- Pt 2/3 Using the Receivables Report to reconcile all outstanding transactions in the Web Office. Expired Cards, CC Errors, etc. More ... 03_Payment Receivables -- Pt 3/3 Using the Receivables Report to reconcile all outstanding transactions in the Web Office. Reconciling Non Reported Cash Transactions More ...