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 - Asset: How to cancel ParishSOFT Giving (PSG)
- PSG Admin - Application: How to install the Giving Kiosk App
- 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 - Card Readers: How ParishSOFT Giving works with mobile card readers
PSG Settings (Gear)
- PSG Gear Button - ChMS Integration: Checklist
- PSG Gear Button - ChMS Fund Mapping: How to keep funds from integrating with ChMS Integration
- PSG Gear Button - ChMS Integration: How to correct failed ChMS sync errors
- PSG Gear Button - ChMS Integration: How to identify ChMS Sync errors
- PSG Gear Button - 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 - 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 Forms - New: How to create a new form from scratch
- PSG Forms - Adding Field Sets: How to add and use Field Sets
- PSG Forms - Adding Field Sets: How to add contact fields for the parents or guardians who are registering their students
- PSG Forms - Adding Fields: How to add a checkbox(es) field to your form
- PSG Forms - Adding Fields: How to add a conditional text field for a specific fund selection | allows donor to add a name or a note in correlation with the fund they choose
PSG Forms Library
- PSG Forms Library - Forms Manager: How to create a custom form for a Donation Dinner Event (tutorial)
- PSG Forms Library - Forms Manager: How to create a link in your form that forwards donors to the Sign-In screen
- PSG Forms Library - Forms Manager: Form Templates and Examples
- PSG Forms Library - Forms Manager: How to build a Mass Intentions form
- PSG Forms Library - Forms Manager: How to create a form for a Social-Distancing Mass
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