What is the Trial Guide?

Welcome to your free Helpful Village Trial! Upon beginning your free trial, we provide you with our Helpful Village Guide which walks you through the whole platform and helps ensure a smooth introduction to our software. During this trial, 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 go through this Trial Guide, you will be able to complete all of the above tasks!