TouchPoint Training videos are now available to watch and review at your convenience.
Course 101 – TouchPoint Basics & People Records
All Staff
This course explores the Home Page, two different Navigation Components, and how to access/use Help. This webinar takes a deepdive into a People Record and the People Menu. We also review two different ways to Search for People.
Course 102 – Organizations & Adding A People Record
All Staff (PreReq – 101)
This training looks top-to-bottom at an Organization, Creating an Organization, and two different ways to Search for Organizations. We also review Adding a Person In Context.
Course 103 – Search Builder Basics & Blue Toolbar
All Staff (PreReq: 101, 102)
This training covers one of TouchPoint’s most unique and robust features. We explore Building Searches in Search Builder, Saving Searches, and Accessing Saved Searches. Additionally, we look in-depth at the Blue Toolbar.
Course 301 – Check-In & Attendance
PreReq: 101, 102
We walk through how to set up and use TouchPoint Check-In and how to Record Individual & Headcount Attendance. Additionally, we also look at Adding a Person In Context.
Course 302 – Attendance Reporting
PreReq: 101, 102, 103, 301
This course details Reports associated with Recording Attendance.
Course 401 – Organizations Deep Dive
PreReq: 101, 102
Do you want to learn more about one of the building blocks of TouchPoint? This training focuses on Parent-Child Orgs, Sub-Groups, Copying Organization Settings, and Additional Searching Options related to Organizations.
Course 403 – Small Groups
PreReq: 101, 102, 103, 201, 301
This course focuses on one particular type of Organization–the Small Group. We look at the Small Group FInder, the Members Only Page, and Directories.
Course 404 – Annual Promotion
PreReq: 101, 102
Are you preparing for promotion? We explore the Two Methods for Annual Promotion. You can decide which works best for your church.
Course 801 – Contributions & Adding A People Record
PreReq: 101
This training covers the Basics of Contributions. We Define Terms, Create and Manage Bundles, and Create Funds. We look at Manually Entering Contributions and Adding a Person In Context.
Course 802 – Contribution Reports
PreReq: 101, 102, 103, 801
This course goes hand-in-hand with Contributions; it focuses on the Reports associated with Contributions and other Finance-Related items.