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Training Videos
Below is a summary location for Training Videos for ParishSOFT Family Suite, the ParishSOFT tools that are used by the Diocese of Madison.
ParishSOFT also has many short online how-to documents and videos listed on their support page. These resources can be found by searching on the website below by topics like: "adding a member" here's the: ParishSOFT Support Site
Here's a specific videos on posting to the New Offertory screens (black screens) in ParishSOFT (as of July 2021)- Posting Process from Start to Finish: https://support.parishsoft.com/hc/en-us/articles/360057071251
- Occastionally, we need to correct a posting in a closed batch, please refer to these directions: https://support.parishsoft.com/hc/en-us/articles/4417395727501-DMO-Batches-Correction-Batch-How-to-create-a-correction-batch-to-update-the-contribution-date-of-a-transaction-in-a-closed-batch-posting
** Finally, there is a free training tool that is self paced called: PathFinder. If you wish to use this tool, please reach out to: [email protected] and email them about signing up to learn on this tool. It is accessed by a different website link.
Within PathFinder you can sign up for different learning paths. The Business Manager - Family Directory learning path is a very common one that covers Family Directory, Offering, IQ, Religious Ed and a basic on Ministry Scheduler. The Parish Secretary - ParishSOFT Family Suite path covers Family Directory, basics on IQ and Administration and nothing else.
Lastly, each of ParishSOFT's web pages also have a built in Help area in the upper right corner of your pages. Click there to also access resources to learn the tool. -
Customized TrainingWe are offering both one on one training through remote tools and also group training at parishes on an as needed basis. If you are new to the ParishSOFT tools or are just needing to learn how to do more in your job, please reach out to the diocesan support staff at: [email protected]