Set up guides

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On this page you will find practical guides on how to set up the system. These guide will look at different services and activities that you may wish to manage on the system.

General Guides

Getting started form Implementation through to set up.

This guide starts from when your order is placed, the implementation period and through the sections required to set the system up. This guide is for Administrators and Managers of the system.


A guide to security features and best practice.

The system has a host of security features as standard with a wide range of additional options. On this page you will find details of features and guides to make you system even more secure.

Managing Clients and Service Users

These guides will look at various ways of working with service users.

Managing internal referrals

How to process an internal referral from one service to another.

Using the system to manage basic fundraising

How to record basic fundraising activities.

Road to recovery

An example of using extension databases and excel to visually demonstrate a service users progress.

Operational Guides (not related to service users)

These guides look at using the various record types to manage operations that are not generally just services to clients.

Managing and working with funders

This guide looks at how to setup the system to manage core and service funding.

Using the system to manage basic fundraising

How to record basic fundraising activities.

Managing Volunteers