Recorded Training

Watch a training video

These training videos are recorded during a real training session.

Each video below is on a specific topic. We conduct frequent training sessions online that you are free to join in on if you prefer. Click here to see when the next one is.

 

Basic Training - Introduction to infoodle

This covers the basics for:

  • Search for people, add and edit people
  • Add people into groups
  • Adding notes
  • Adding and searching groups
  • Setting up roles
  • Add, edit and re-organise custom fields
  • Using advanced search
  • Reports
  • Sending emails

 

Basic Administrator Training

This covers the basics for:

  • Administration Settings
  • Roles & Permissions
  • Customisations of infoodle with -
    • Custom Fields, and
    • Custom Views
  • Group Administration

 

Rosters

This covers the setup and usage of the rostering system (version 2 - introduced in Nov 2017)

 

Live Event Manager

This provides an introduction to the Live Event Manager functionality in infoodle:

  • How to pre-plan your events
  • How to create event run sheets
  • How to manage your live event

 

Libraries

In this training we cover our Libraries Package:

  • What can you do with it?
  • Managing Assets
  • Managing physical Libraries
  • Managing Digital Libraries
  • Attaching Files to individuals

 

Forms

This training takes you through all the steps of creating, publishing, and processing Forms

  • What you can use Forms for
  • How to create your Forms
  • How to publish your Forms on your website, or send via email
  • Processing completed Forms to automatically update infoodle

 

Finance - Getting Ready for Receipting

The covers the processes related to finance:

  • Making sure our settings are all correct
  • Creating Email Templates for easy receipting
  • Creating Finance Templates for your Receipts
  • Personalising your Receipts
  • Sending the Receipts
  • Making Amendments to Receipts
  • And much more!

 

Finance - Full Training

The covers the processes related to finance:

  • Connecting and setting up the xero link
  • Importing files from other sources e.g. bank, csv, paypal
  • Reconciling transactions
  • Managing Giving numbers
  • Checking the data
  • Setting up receipt templates
  • Testing, Printing and emailing receipts
  • Managing completed receipts
  • Fixing errors in the data

 

Basic infoodle App Training

The recording introduces you the the infoodle App:

  • App Features
  • App Packages
  • Basic Configuration
  • Tips & Tricks

 

Workflows

In this training you will learn about the infoodle Workflows, what you can use them for, and some tip and tricks to start automatic your daily tasks.

 

Gift Aid

This provides and introduction to the Gift Aid functionality in infoodle:

  • How to capture and record Gift Aid
  • How to review the claim
  • How to file a claim with HMRC