The multi-chapter course is designed to show how to process giving, run reports, and sync that online giving with your member database

Navigation and Gear Menu

Basic Navigation and some of the setup options for Online Giving

Setup Funds and Connect to ChMS

Setting up Funds and then connecting those to your ChMS

Customize Online Giving Form and Publish on Website

Customizing the Give Now Form and using the link or embed code to publish on your website

Reports: Deposit, Transaction, and Sync Error

Navigating and using the Online Giving reports to see donations and see settlement dates and amounts.

Individual topic purchase: Selected
Shelby Systems
Total General Hours: 1.00
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