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Recording
ParishSOFT Accounting – Multi-Factor Authentication
Join us for a fast paced Success Lab where we will discuss the new MFA feature coming to your parish!
Training Category: Recordings
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Recording
Success Labs – Correction Batches
This Webinar aims to equip you with the necessary knowledge and tools to make edits and changes to contributions in a closed batch since you are unable to do for audit purposes a separate correction batch must be done. You can do them manually or use the automated process for the batch creation. In this webinar, you will learn how to make an automatic correction batch in ParishSOFT Offering.
Recording
Success Labs – Batches
In this webinar we will be covering batches and how to use them within the ParishSOFT System. This is helpful for best practices as well as for new users to batches!
Recording
Success Labs –Donor Imports
In this short fast paced Success Labs we will be covering the Donor Import process and how to go about doing that within the Parishsoft Giving system.
Recording
Success Labs –ParishSOFT Family Suite New Users Pt 3
The third recorded webinar in our ParishSOFT Family Suite New Users series. This webinar aims to equip you with the necessary knowledge and tools to navigate the ParishSOFT Family Suite program efficiently. Whether you are new to the platform or need a refresher, this session will be valuable for you and your role.
Recording
Success Labs –ParishSOFT Family Suite New Users Pt 2
The Second recorded webinar in our ParishSOFT Family Suite New Users series. This webinar aims to equip you with the necessary knowledge and tools to navigate the ParishSOFT Family Suite program efficiently. Whether you are new to the platform or need a refresher, this session will be valuable for you and your role.
Recording
Success Labs –ParishSOFT Family Suite New Users Pt. 1
The first recorded webinar in our ParishSOFT Family Suite New Users series. This webinar aims to equip you with the necessary knowledge and tools to navigate the ParishSOFT Family Suite program efficiently. Whether you are new to the platform or need a refresher, this session will be valuable for you and your role.
Recording
Success Labs –ParishSOFT Family Suite and ParishSOFT Giving Integrations
In this recorded webinar, we will walk through the process for integrating your ParishSOFT Giving, or WeShare with your ParishSOFT Family Suite. We'll explore setting up your integration, mapping your funds, and matching your donors.
Recording
Success Labs –Getting the most out of your online giving
This recorded webinar is designed to learn more about the tools and concepts that are available to allow a church get the most out of their online giving.
Recording
Success Labs –Giving Boosting Impact
Watchs for a fast paced Success Lab where we will discuss how to utilize the new Impact Report feature to drive ministries that matter to your parish.
Recording
Success Labs –Accounting New Users Overview
In this recorded webinar,,we aim to equip new PSA Users with the knowledge and tools to set up the necessary to set up your projects successfully. Whether you are new to the platform or need a refesher this will be valuable for you and your role.
Recording
Success Labs –Religious Education Management and Administration
In this recorded Success Lab on Religious Education. Learn how to manage your Parish and its students more effectively. Explore the power gained from utilizing our reporting features.
Recording
Success Labs –Religious Education Starting a New Year
In this recorded Success Lab, you will be walked through the process of setting up a new Religious Education Term with Sessions and Classes. You will also learn how to save time by copying classes from a previous year and promoting students to their new classes.
Recording
Success Labs –My Own Church Advanced
My Own Church is the powerful Parishioners Portal, built into ParishSOFT Family Suite. In this session you will learn about powerful features which will lessen your parish staff’s administrative workload. My Own Church can allow your parishioners to view their Giving History and to Register for Religious Education classes for their whole family.
Recording
Success Labs –My Own Church Basics
Want to ease the administrative burden for maintaining your parish's Family Directory? In this session, you will learn about ParihSOFT Family Suite's My Own Church feature, which allows your parishionrs to view and update their own Family Records. This session will give an overview of the capabilities of My Own Church, how your parishioners can create their own accounts, and how you can approve any changes that are made.
Recording
Success Labs – Power of Workgroups
This recorded webinar aims to equip you with the necessary knowledge and tools to navigate the Workgroups functionality within the ParishSOFT Family Suite program. Whether you are new to the platform or need a refresher, this session will be valuable for you to organize your families and members into various work groups.
Recording
Success Labs – Census Chronicles
Watch this recorded Census Chronicles" webinar to uncover the importance of parish census-taking and gain practical insights on conducting it effectively. Discover the why and how, empowering your parish to build a stronger, more engaged community.
Recording
Success Labs – Ending Strong Preparing for your End of Year
What do I need to do before the end of the year to be set up for success? This Success Lab will prepare you to do your EOY tasks within ParishSOFT Family Suite so that your EOY is a breeze. This webinar will cover recording gifts, closing open batches, generating your contribution statements, and overcoming common challenges you may face.
Recording
Success Labs – Contribution Statements
This Success Lab will give you all the tools necessary to create great-looking and accurate statements. We will not only cover how to set up your printer contribution statements, but will also look at reasons you want to create and send contribution statements, giving parishioners electronic access to statements, final reminders to avoid common mistakes, and a sample timeline for creating and sending statements.
Recording
Success Labs – Contribution Exports & Offering Imports
In this recorded webinar, you will learn how to easily export contributions from your Online Giving program and successfully import them into your Church Management program. We will walk you through the step-by-step process and provide additional resources you can reference at any time.
Recording
Success Labs – ParishSOFT Giving New Users Pt. 3
This is the final of three recordings of our ParishSOFT Giving New User webinar! There are three parts so give them all a watch! This webinar aims to equip you with the necessary knowledge and tools to navigate the ParishSOFT Giving program efficiently. Whether you are new to the platform or need a refresher, this session will be valuable for you and your role.
Recording
Success Labs – ParishSOFT Giving New Users Pt. 2
This is the second of three recordings of our ParishSOFT Giving New User webinar! There are three parts so give them all a watch! This webinar aims to equip you with the necessary knowledge and tools to navigate the ParishSOFT Giving program efficiently. Whether you are new to the platform or need a refresher, this session will be valuable for you and your role.
Recording
Success Labs – ParishSOFT Giving New Users Pt. 1
This is the first of three recordings of our ParishSOFT Giving New User webinar! There are three parts so give them all a watch! This webinar aims to equip you with the necessary knowledge and tools to navigate the ParishSOFT Giving program efficiently. Whether you are new to the platform or need a refresher, this session will be valuable for you and your role.
Recording
Success Labs – Giving Communications
A communication plan is essential to growing your parish’s giving. In this webinar, our team of experts will guide you through best practices for communicating with your parishioners about online giving and the value that their gifts bring to the parish community.
Recording
Let’s Build – Building a Flower Sale form for Lent or Easter
Walk through setting up a Lenten, Easter, or other Flower Sale form in your ParishSOFT Giving or WeShare program.
Recording
Let’s Build – Lenten Fish Fry Form
Walk through setting up a Lenten Fish Fry form in your ParishSOFT Giving or WeShare program. This lab will go at a slow enough pace to allow you to follow along as we build a sample form that you could use for your next fish fry. We will cover helpful topics such as setting prices, setting up email receipts, automatically forwarding form submissions to staff/volunteers, and ticketing.
Recording
Success Labs – Embarking on a Generous Journey: Strategies for Lenten Giving
Discover the profound impact of Lenten Giving as we delve into strategies for launching a generous 2024, setting the course for a journey towards abundance and community support through ParishSOFT Online Giving..
Recording
Success Labs – Super Charge EOY Giving
Let our team of experts help you CRUSH your end of year giving goals! As the end of the year approaches, there are many opportunities to cultivate generosity at your parish – Thanksgiving, #Giving Tuesday, Christmas, etc. We will provide helpful tips and resources and a step-by-step plan to create a successful end-of-year giving plan to inspire your parishioners to give generously.
Recording
Success Labs – Maximizing your Online Giving Editing and Updating Second Collections
In this recorded webinar, we'll guide you through the process of modifying and refreshing your second collections within ParishSOFT Online Giving. This functionality allows Catholic churches to add the yearly second collection choices for giving to their online giving program. We'll delve into the steps for editing collection dates for the upcoming year, ensuring a dynamic and impactful start to the new year.
Recording
Success Labs – Pledges and on Behalf of
Join us for an informative webinar where we unveil the latest integration between ParishSOFT Family Suite and ParishSOFT/WeShare Online Giving. Discover how this powerful integration will revolutionize the way you manage, track, and record parishioner pledges.
Recording
Success Labs – Giving Multi-Fund Form
In this recorded webinar we unveil the latest enhancements to ParishSOFT and WeShare's Online Giving solution. Discover how to use this update and how it will enhance online giving for you and your parishioners.
Recording
Success Labs – Second Collections
This recorded webinar is geared towards those interested in learning more about the Second Collection feature in ParishSOFT Online Giving. This great feature allows Catholic churches to monitor and manage all Second Collections right through their giving softwar. Since Second Collections are an integral part of the Catholic faith, it is important to learn how to fully utilize the Second Collection function.
Recording
Success Labs – Giving Integration
In this recorded webinar we will cover the steps and information needed to set up ParishSoft Giving to allow the contribution transaction information from this program to be integrated and automatically added to ParishSoft Family Suite Offering.
Recording
Success Labs – Giving Forms Advanced
Take your forms to the next level! Join us for a look into some of the advanced techniques of form building. In this webinar we will explore features such as field sets, nesting conditions, and many other options for you to get the most out of your forms.
Recording
Success Labs – Giving Forms Intermediate
In this recording, we will dive deeper into the forms feature of ParishSOFT Giving. We'll explore email notifications, setting conditions, customizing colors and fonts, and making your forms more efficient.
Recording
Success Labs – Introduction to Forms
Want to make all those paper forms digital? We can do it with the forms tool in ParishSOFT Giving. In this session, we will be looking at the basics of form building in ParishSOFT Giving. We will discuss starting a new form either from a template or from scratch, adding some of the basic, most used fields to collect the information you need, and publishing your new form so that your parishioners can access it quickly and easily.
Recording
Success Labs – Religious Education Online Fee Payment
In this recorded webinar, we unveil the latest enhancements to ParishSOFT's Religious Education Online Registration and introduce an all-new Fee Payments feature. Discover how these updates will simplify and enhance your registration process for both participants and administrators.
Recording
Success Labs – Religious Education Management and Reporting
In this recorded webinar, Learn how to manage your Parish and its students more effectively. Explore the power gained from utilizing our reporting features.
Recording
Success Labs – Religious Education Starting a New Year
In this recorded webinar, Discover the secrets to setting up your new Religious Education Term, Sessions, and Classes and start the new year off on the right foot.
Recording
Success Labs – Offering Reports
In this recorded webinar, we will equip you with the knowledge of the various reports within ParishSOFT Offering: Analysis, Summary by Donor, Audit Reports, and End of Year Reports (contribution statements).
Recording
How to Sign up for Success Labs Webinars Live Sessions
Recording
Success Labs – Smooth Sailing: Navigating Year End Success with ParishSOFT Accounting
Recording
Success Labs: Two Factor Authentication (2FA)
Join us for a fast paced Success Lab where we will discuss how the new 2FA feature will affect your processes at your parish!
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