Voxer

Voxer Training and Etiquette

Voxer Overview Pt 1

Voxer Overview Pt 2

Voxer Overview Pt 3

Asana

• Quick Start Guide
• LWFC Asana Ettiquite
• Adding Projects to your Google Calendar
• Basic Asana Standards
• Asana Etiquette

Google Apps

• File Storage/Backup - Google Drive
• Email - Gmail
• Spreadsheets
• Word Processing
• Presentations

Planning Center Online (PCO)

Standard Operating Procedures Manual

People

• Profile Overview - what data do we collect?
• Adding New Visitors/Adults
• New Child Registration
• Requesting a Background Check through Checkr
• Updating an existing profile
• What do the different membership status mean? How do I know which one applies?

Lists

• Register a group of People for an event
• Create a Household Directory
• Common Lists [PCU]
• Advanced Lists Overview

Resources

• Using the Resources mobile app
• Event Booking Instructions
• Adding Event to PCO Resources
• Share your Event
• Approve and Reject Requests
• Edit Recurring Reservation Dates
• Hide an Event from your Public Calendar
• Scheduling Setup and Teardown times

Services

People

• Creating/ Removing tags
• Adjusting permissions for team members

Teams

• Setting up Teams and Positions
• Creating a split-team
• Creating a Secure Team
• Archive, Delete, and Restore Teams
• Creating a backup team

Scheduling

• Scheduling Teams
• How to add/edit Needed Positions
• Scheduling Team Members
• Creating Sign-up sheets
• Setting up reminder emails
• Preparing team reports

Groups

• Intro to Groups for Leaders
• Create, Edit, or Delete an Event
• Add/Remove Group Members
• Add Resources for Members
• How to Take Attendance
• Manage Group Settings
• Send Event Reminders/ RSVPs
• How to use an event registration to add people to a group
• How to use check-ins to add people to an existing group
• Auto add people from your teams in Services to a group
• Auto remove from groups when you remove them from your teams in Services
• Using automations to populate groups

Check-Ins

Events

• Create an event
• Setting Location Filters
• Add People from a Check-in Station
• Headcounts
• Manage Household & Trusted People
• Add a Barcode or Mobile Pass to a Profile
• Adjust Event Settings
• Add Check-Ins to a Past Session

Stations

• Launch a Station
• Station Keys
• Print to Another Station

Registrations

Setting up your event

• Create an Event
• Event Registrations
• Change Event Settings
• Duplicate an Event

Managing your event

• Create and update Attendee types
• Using Add Ons for Options (e.g. T-shirts and other merchandise included in registration)
• Get additional Information from Attendees
• Add forms to your event
• Activating Discounts
• Give Scholarships
• Cancel a Registration
• Partial Payments
• Refund a Registration
• Assignments e.g. teams, accommodation, transportation, etc
• Send emails to Attendees