You can book any of the lessons below by clicking the one you’d like and selecting a date and time. You will be logged into your Trial account and share your screen as Amy guides you through your lesson.
Lessons Help You:
Get started
Commit to spending time in your trial account
Understand how to navigate and use the software
Build your confidence so you feel comfortable working independently
Start to see your account come to life and represent your program and organization
This is a key step in making use of your trial account. You will learn how to create the necessary elements of your online client registration form in the software.
If you have additional steps for your clients to complete prior to being welcomed into your program (eg. interview, etc.), we'll work together to set up such data fields for your tracking in your account.
This is a key step in making use of your trial account. During this lesson we will determine how you'd prefer to have people/profiles exist in your account (eg. you manually add them, have us import fake profiles, etc.) and then take action to making that happen accordingly. Once profiles exist, you will be introduced to the variety of data you can house within a profile.
With this lesson you'll start to understand the relationship between Volunteer & Client Impact. You will learn: -how to connect/match volunteers to clients and vice versa -see at a glance which volunteers are connected to which clients and vice versa -create volunteer opportunities that are linked to a particular client -how volunteers log a client encounter
