Product Expertise

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Advanced Product Training
Implementation Paths
Admin Help Center
Introduction to Insights
Introduction to Insights
Learn the basics about Pushpay Insights, the data it provides, and how you can use it to know and grow your community. If you are unable to see Insights data, it may be because you don't have link and sync enabled.
Giving ChMS Donor Development Beginner Getting Started Attendance Volunteering 30 minutes or less ChMS - People ChMS - Check-In ChMS - Schedules & Plans
Admin Walkthrough: Giving
Admin Walkthrough: Giving
A video walkthrough of the Giving admin portal.
40 min
Product Training Giving Product Expertise Finance/Accounting Master Admin Beginner 30-60 minutes
Admin Walkthrough: App Studio
Admin Walkthrough: App Studio
A video walkthrough of the app admin portal, App Studio.
23 min
App Product Training Product Expertise Master Admin Beginner App Designer
Admin Walkthrough: ChMS
Admin Walkthrough: ChMS
A video walkthrough of the ChMS platform for admins.
34 min
Product Training ChMS Product Expertise Master Admin Beginner 30-60 minutes
User Walkthrough: ChMS
User Walkthrough: ChMS
A video walkthrough of the ChMS platform for community members.
24 min
Product Training ChMS Product Expertise Beginner 30 minutes or less
ChMS Setup
ChMS Setup
In-depth training for new ChMS admins.
1 hr 6 min
autoreg Product Training ChMS Product Expertise Master Admin Beginner Intermediate Customization Settings Attendance 60 minutes or more
Admin Permissions and Role-based Privileges
Admin Permissions and Role-based Privileges
Learn how to set up and manage admin permissions and system roles in the ChMS.
0 hr 42 min
autoreg Product Training ChMS Product Expertise Master Admin Beginner Customization Settings 30-60 minutes
People in your ChMS
People in your ChMS
Learn how to create and manage profiles.
69 min
Leadership autoreg Product Training ChMS Product Expertise Intermediate 30-60 minutes ChMS - People
Groups
Groups
Discover best practices for creating and managing your groups.
1 hr 55 min
Leadership autoreg Product Training ChMS Product Expertise Intermediate 60 minutes or more ChMS - Groups
Events & Facilities
Events & Facilities
Learn how to create and manage your events.
116 min
Leadership autoreg Product Training ChMS Product Expertise Intermediate Attendance ChMS - Events
Attendance
Attendance
Discover the different ways to record and report on attendance.
1 hr 3 min
Leadership autoreg Product Training ChMS Product Expertise Intermediate Customization Next Steps Getting Started Attendance 30-60 minutes ChMS - Events
Check-In
Check-In
Learn how to set up groups, events, and a check-in station.
78 min
autoreg Product Training ChMS Product Expertise Master Admin Intermediate Attendance 60 minutes or more ChMS - Check-In
Check Deposit
Check Deposit
No more trips to the bank — scan and deposit checks remotely using the check deposit feature.
44 min
autoreg Product Training Giving Product Expertise Finance/Accounting Master Admin Intermediate 30-60 minutes
Communication
Communication
Easily create mass messages to keep community members informed.
61 min
Leadership Product Training ChMS Product Expertise Intermediate 60 minutes or more ChMS - Communications
Forms
Forms
Surveys, event registration, and more! Learn how to create and manage forms.
85 min
autoreg Product Training ChMS Product Expertise Master Admin Intermediate 30-60 minutes ChMS - Forms
People Search & Custom Reports
People Search & Custom Reports
Learn how to get the most out of People Search and create customizable reports.
50 minutes
Leadership autoreg Product Training ChMS Product Expertise Master Admin Intermediate Searches Reports 30-60 minutes ChMS - People
Process Queues
Process Queues
Learn to create and manage Process Queues.
60 min
autoreg Product Training ChMS Product Expertise Master Admin Intermediate 30-60 minutes ChMS - People
Schedules - Volunteer Management
Schedules - Volunteer Management
Learn to schedule and manage volunteers at your church.
1 hr 38 min
autoreg Product Training ChMS Product Expertise Intermediate Next Steps Getting Started Volunteering 60 minutes or more ChMS - Schedules & Plans
ChMS Finances
ChMS Finances
Learn about the Giving tab in our ChMS platform, including how to reconcile gifts and send giving statements.
1 hr 29 min
autoreg Product Training Giving ChMS Product Expertise Finance/Accounting Intermediate 60 minutes or more ChMS - Giving
Giving Statements
Giving Statements
Use Giving Statements to save time, save money, and deepen the connection to your mission.
23 min
autoreg Product Training Giving Product Expertise Finance/Accounting Intermediate Giving statements 30-60 minutes
Gift Entry: Single and Batch Entry
Gift Entry: Single and Batch Entry
An introduction to Gift Entry, a core feature for recording Giving.
autoreg Product Training Giving Product Expertise Finance/Accounting Beginner
Lead App
Lead App
Learn how to manage your ChMS on your mobile device through the Lead app.
26 min
Leadership App autoreg Product Training ChMS Product Expertise Intermediate App Designer 30 minutes or less
Managing Religious Education
Managing Religious Education
In this course, learn how to use the ChMS solution to manage your Religious Education program.
2 hr 43 min
Leadership ChMS Product Expertise Strategy Parish 60 minutes or more
Metrics
Metrics
Learn how to create and view Metrics
0 hr 39 min
autoreg Product Training ChMS Product Expertise Intermediate
Pushpay Product Releases
Pushpay Product Releases
Product Release Announcements from Pushpay's Product team.
12 minutes
App Product Training Giving ChMS Staq Product Expertise Beginner
VBS
VBS
Learn how to use the tools in your ChMS for managing VBS
77 min
ChMS Product Expertise Strategy Customization 30-60 minutes
Creating a Workflow in your ChMS
Creating a Workflow in your ChMS
Learn how to create a workflow for any follow-up process.
45 min
New autoreg Product Training ChMS Product Expertise Strategy Customization
New Master Admins for our ChMS
New Master Admins for our ChMS
Do you need to get started using your ChMS software? Use this course to access courses and lessons to help you in your new role.
New autoreg Product Training ChMS Master Admin Beginner Parish
2023 Year End Giving Strategies
2023 Year End Giving Strategies
autoreg Giving Product Expertise Finance/Accounting Intermediate Strategy Thought Leadership Giving statements
Cultivating Engagement Throughout the Year
Cultivating Engagement Throughout the Year
Leadership App Product Expertise Intermediate Thought Leadership App Designer Webinars 60 minutes or more
Year End Giving Strategies 2.0
Year End Giving Strategies 2.0
New autoreg Giving Staq Product Expertise Finance/Accounting Thought Leadership Webinars Giving statements