Catholic/Parish

 

Brand new to MinistryPlatform? Start at the very beginning; it's a very good place to start!

Intro to the Platform for Catholic users

Basic searching and navigation: How to find data in the system (in multiple ways, including mobile) to use it to do ministry.

Audience – ALL users from basic to advanced should attend this session: Leaders, Pastors, Ministry Staff

00:31 - Masthead
06:35 - Pages: Actions & Searching
12:35 - Views
20:30 - Selections
25:20 - Sending an Email
26:40 - Reports
31:05 - Review
34:47 - Page Introduction

Editing Records

Adding data and advanced navigation: Adding new households, understanding views, adding sacraments, using selections and reporting.

Audience – Administrators, Offertory, Religious Ed, Secretaries (anyone who will be doing more than simply looking up people)

00:30 - People Records
04:29 - Adding/Editing People Records
22:20 - Advanced Navigation
26:10 - Adding Household Registration
27:10 - Adding Participant Information
28:25 - Adding Sacraments
36:04 - Adding Participants to Groups

Contributions Processing

Learn to use the Batch Manager Tool and run reports for general ledger updating.

Audience – Offertory Staff

00:15 - Batch Manager Tool
03:36 - Cash Donation Batch
22:35 - Check Donation Batch
28:29 - Creating & Finalizing a Deposit
41:30 - Batching from an Online Giving Partner

Religious Ed & Event Management

Understand how groups and events work together to track attendance and manage Religious Education.

Audience – Religious Ed Staff

00:35 - Groups
01:37 - Creating a Group
06:12 - Adding Participants to a Group
11:20 - Events
11:55 - Creating an Event
16:15 - Associating a Group with an Event
17:20 - Event Recurrences
20:15 - Attendance
25:35 - Check-in
28:29 - Participant Special Needs & Allergies