Memberships and Contributions (2 hour session)
- Assumed knowledge: Introduction to CiviCRM - Contacts, Groups, and Search
- Custom fields on membership join/renewal forms unique to your organisation
- Membership reports and scheduled renewal reminders, finding expired members
- Recording memberships
- Recording payments for memberships, event fees, and donations
- Processing credit card payments securely
- Finding records of contributions for memberships, event fees, and donations
- Reconciling financial transactions with your accounting system
This training session is best suited to new CiviCRM users, finance staff who reconcile accounts, and managers who need to understand reports on memberships and incoming payments. A maximum of 5 attendees will participate in this training session, ensuring there is enough time to answer attendee questions.
Training is delivered via the Internet. The instructor will demonstrate the skills to be learned, and help attendees work through exercises. Each attendee will need a PC or Mac with a voice headset or phone to watch streamed video, interact with the instructor, and complete exercises during the training session.
All CiviCRM Remote Training courses are delivered using Agileware's training CiviCRM installation, which contains example data only. This allows attendees to complete exercises during the training session, without affecting the data in their own CiviCRM installation.
Training slides including exercises will be provided to attendees in PDF format. The training slides are a useful reference.
Cost for this training session is $50 ex GST per attendee. You will be invoiced via email after you register online. Payment must be made before training date for your registration to be confirmed.
