What is the Quickstart Guide?

Welcome to Helpful Village !

The Quickstart Guide is a short series of steps that walks you through the platform when you start your trial or first begin using Helpful Village. Each step introduces one core task, so by the end you’ll know your way around the software.

You will learn how to:

1. Add a New Member
2. Add a New Volunteer
3. Create New Service Request for Member 
4. Create New Event 
5. Make a New Donation 
6. Add Your Logo & Header 
7. Send Membership Renewal Template Message 
8. Add a Provider 
9. Configure Membership Types
10. Add or Update Volunteer Groups
11. Add a Document to the Documents Library 
12. View/Download Reports 
13. Create a Household Membership 

Once you have completed this Quickstart Guide, you will have a solid understanding of the platform and will be able to perform all of the tasks listed above.

We hope you enjoy exploring Helpful Village!