Shepherd's Staff

  • Shepherd's Staff: Contributions and Attendance Year-End Process 20211:31:09

    Shepherd's Staff: Contributions and Attendance Year-End Process 2021

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  • Shepherd's Staff: Membership and Scheduler Year-End Process 20211:12:36

    Shepherd's Staff: Membership and Scheduler Year-End Process 2021

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  • Shepherd's Staff: Finance Year-End Process 20211:10:57

    Shepherd's Staff: Finance Year-End Process 2021

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  • Shepherd's Staff: Contributions and Attendance Year-End Process1:28:05

    Shepherd's Staff: Contributions and Attendance Year-End Process

    Join us for a free training webinar to learn about the year-end process in Shepherd's Staff for the Contributions and Attendance modules. This webinar was hosted on December 7, 2021 by the CTS staff.

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  • Shepherd's Staff: Finance Year-End Process53:08

    Shepherd's Staff: Finance Year-End Process

    Join us for a free training webinar to learn about the year-end process in Shepherd's Staff for the Finance module. This webinar was hosted on December 9, 2021 by the CTS staff.

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  • Shepherd's Staff: Membership and Scheduler Year-End Process1:11:18

    Shepherd's Staff: Membership and Scheduler Year-End Process

    Learn about the year-end process in Shepherd's Staff for the Membership and Scheduler modules in this webinar recording from December 8, 2021.

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  • Shepherd's Staff: Scheduler Overview1:16:49

    Shepherd's Staff: Scheduler Overview

    Learn how to schedule any event or task using Scheduler in Shepherd’s Staff. We’ll cover entering contacts, inventory, rooms and keys, events, ministry routes, plus how to generate reports. Next, we’l

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  • Shepherd's Staff: System Administrator 101 - Setting up Shepherd’s Staff1:08:56

    Shepherd's Staff: System Administrator 101 - Setting up Shepherd’s Staff

    Learn how to set up your Shepherd’s Staff database. We’ll talk about backing up your database, choosing settings, changing your password, and adding and editing user security elements.

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  • Shepherd's Staff: Finance 301 - Advanced Reports2:05:04

    Shepherd's Staff: Finance 301 - Advanced Reports

    Learn how to generate reports in Shepherd’s Staff. We’ll look at reports like a balance sheet, a statement of income and expense, and more.

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  • Shepherd's Staff: Finance 201 - Transactions, Checks & Vendors1:28:58

    Shepherd's Staff: Finance 201 - Transactions, Checks & Vendors

    Learn how to enter transactions, print checks, and manage vendors in Shepherd’s Staff. We’ll talk about the different types of transactions, printing checks and running payroll, and how to manage vend

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  • Shepherd's Staff: Finance 101 - Basic Principles & Chart of Accounts1:01:32

    Shepherd's Staff: Finance 101 - Basic Principles & Chart of Accounts

    Learn the basic principles of fund accounting and get started in the Finance module of Shepherd’s Staff. We’ll talk about fund accounting principles, account types, and accounting groups, then cover h

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  • Shepherd's Staff: Contributions 201 - WebTools, Renumbering Envelopes & eGiving1:58:23

    Shepherd's Staff: Contributions 201 - WebTools, Renumbering Envelopes & eGiving

    Learn how to enter offerings with WebTools, update contributor records, and renumber envelopes. We’ll also cover the Shepherd’s Staff’s integration with Vanco eGiving, gifts-in-kind records, and how t

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  • Shepherd's Staff: Contributions 101 - Records & Reports54:43

    Shepherd's Staff: Contributions 101 - Records & Reports

    Learn how to enter and track contributions information in Shepherd’s Staff. We’ll cover how to create church funds, contributor records, offering records, offering batches, and gifts-in-kind records.

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  • Shepherd's Staff: Attendance 201 - WebTools, Attendance follow up, & Utilities1:42:49

    Shepherd's Staff: Attendance 201 - WebTools, Attendance follow up, & Utilities

    Learn how to record and track attendance using WebTools. We’ll also talk about entering in usher counts, following up with absentees, and using the different utilities in the Attendance module.

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  • Shepherd's Staff: Attendance 101 - Entering, Tracking & Updating Records43:24

    Shepherd's Staff: Attendance 101 - Entering, Tracking & Updating Records

    Learn how to enter attendance for events effectively in Shepherd’s Staff. We’ll talk about how to define and add an event, adding enrollees, and posting event batches. Next, you’ll learn about trackin

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  • Shepherd's Staff   Membership 201  Viewing & Updating Records1:52:02

    Shepherd's Staff Membership 201 Viewing & Updating Records

    Learn how to view and update records in Shepherd’s Staff. We’ll talk about the “I Want To…” window, Dashboard, Menu bar, and Tree views. Next, we’ll cover how to update records with activities, skills

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  • Shepherd's Staff: Membership 202 - Advanced Reports & Membership Statistics1:31:15

    Shepherd's Staff: Membership 202 - Advanced Reports & Membership Statistics

    Learn how to create advanced reports in Shepherd’s Staff. We’ll look at pastoral visits reports, the church register, and membership statistics, as well as track reports of inactivity and more.

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  • Shepherd's Staff: Membership 102 - Subgroups & Reports1:26:56

    Shepherd's Staff: Membership 102 - Subgroups & Reports

    Learn how to organize and view the information you’ve recorded in Shepherd’s Staff in a way that’s valuable for your ministry efforts. We’ll cover how to create the different kinds of subgroups, as we

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  • Shepherd's Staff: Membership 101 - Getting Started & Adding People1:22:55

    Shepherd's Staff: Membership 101 - Getting Started & Adding People

    Learn the basics of Shepherd’s Staff in this introductory training course. We’ll give you an overview of the software interface and show you how to add and update people and household records.

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  • Shepherd's Staff: Q3 '21 Webinar - An Updated Contribution Module Overview W/Q&A1:23:05

    Shepherd's Staff: Q3 '21 Webinar - An Updated Contribution Module Overview W/Q&A

    In this webinar, learn how to use the redesigned Shepherd’s Staff Contributions Module.

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