PSG ParishSOFT Giving (multiple sections)
ParishSOFT Giving Success
- PSG Webinar: Prepare for Summer with Recurring Giving (Webinar Recording and Resource Pack)
- PSG Success - Program Enrollment: How to fill out Giving Success Plan form
- PSG Success - Templates: How to use ParishCAST voice messaging to communicate with your members about ParishSOFT Giving (template included)
- PSG Success - Templates:How to use ParishCAST email messaging to communicate with your members about ParishSOFT Giving (template included)
PSG Administration
- PSG Changes - ParishSOFT Giving begins to introduce changes in the software for customers
- PSG Admin - Account: How to cancel ParishSOFT Giving (PSG)
- PSG Admin - Bank Accounts: How to add or change the bank account that is used for donation deposits and monthly billing/processing fees
- PSG Admin - Donations: When a recurring gift is flagged as having insufficient funds, who pays the fee?
- PSG Admin - Email: How to send an email to all donors who give through ParishSOFT Giving
PSG Settings (Gear)
- PSG Gear Icon - ChMS Integration: Checklist
- PSG Gear Icon - ChMS Integration: How to access the "Retry All" button
- PSG Gear Icon - ChMS Integration: How to correct failed ChMS sync errors
- PSG Gear Icon - ChMS Integration: How to identify ChMS Sync errors
- PSG Gear Icon - ChMS Integration: How to set up Family Suite and ParishSOFT Giving for integration
MinistryOne
- PSG Gear Icon - MinistryOne: How to get to MinistryOne
- PSG MinistryOne - Contact: How to submit a prayer request in the MinistryOne Application
- PSG MinistryOne - Design: How to change the MinistryOne button colors
- PSG MinistryOne - Download: How parishioners can download the MinistryOne app
- PSG MinistryOne - Forms: How to make a form available for use in the MinistryOne Application
PSG Donors
- PSG Donors - Donor Portal: How to add a new payment method
- PSG Donors - Payment Method: How to edit or delete a donor's payment method
- PSG Admins - Statements: How to run contribution statements for donors
- PSG Donor Portal - G4 | Donor Account: How to create a Donor Account in ParishSOFT Giving
- PSG Donors - Add Donor: How an administrator adds a new donor
PSG Forms
- PSG Admin - Forms: How to create a Location with funds only for that location.
- PSG Donors - Give Now Form: How to add a one-time donation or a recurring donation when you have an account
- PSG Form Properties - Form Links: How to get a direct link to your Give-Now Form
- PSG Form Properties - General Info: How to add a Minor's Photo Release Form link to the general description of your form
- PSG Forms (Old) - Kiosk: How to create a Giving Kiosk Form
PSG Forms Library
- PSG Forms Manager - Create: (G4) How to create a custom form for a Donation Dinner Event (tutorial)
- PSG Forms Manager - Forms Library: How to create a medical release form that includes the electronic signature field
- PSG Forms Manager - Mass: How to create a form for a Social-Distancing Mass
- PSG Forms Manager - Religious Ed Class Registration: How to create a Religious Education Registration form with payment
- PSG Forms Manager - Sign-In Screen: How to create a link in your form that forwards donors to the Sign-In screen
PSG Reports
- PSG Reports - Billing Report: How to view your organization's processing fees
- PSG Reports - Transactions: Credit Card Rejection Codes
- PSG Reports - Auto Reports: How to create and edit Auto Reports
- PSG Reports - Auto-Donations: How to view recurring gifts that were ended by donors
- PSG Reports - Canned Reports: Creating a Custom Date Range Report