Video tutorials
Introduction & Setting up an Organisation
Length: 10 mins
An introduction to what WebCollect can do for your organisation. Taking you through the basic elements of Event Management, membership subscription management and setting up your organisation on WebCollect.
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Payment Methods
Apologies! This video is a little out of date. We have rolled out direct debit and bank transfer, but have been so busy adding new payment methods, we haven't had time to update the video. Please click on the links above to find out more
Managing the payment methods for your organisation. Taking you through the options available and explaining how to activate, amend or remove a payment method for your organisation.
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Creating Events
Length: 7 mins
A detailed look at how to create an event, including adding multiple dates and prices, uploading images, adding forms and documents, restricting numbers of tickets for sale.
Event Forms
Length: 14 mins
An overview of what you can do with forms, how they will appear to members and step by step instructions to create a form and add it to an event.
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Event Categories
Length: 7 mins
How to create categories for your events and assign events to categories.
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Managing Event Bookings
Length: 9 mins
How to view the bookings for an event, send an email to participants and print a summary list of participants. How to cancel and edit bookings.
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Adding a new member via the admin panel
Length: 10 mins
How to add a new member to the WebCollect system, including names, addresses, complete membership form, membership approval. How to create family groups. Creating passwords and inviting them to login to their account.
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Membership Forms
Length: 12 mins
How to create a membership form for your organisation, using different question types and tailoring the form so that members only see questions relevant to them.
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WebCollect roles
Length: 5 mins
How to access to WebCollect administration panel to committee members. Setting up roles with different access rights to view and edit information.
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Importing your list of members
Length: 13 mins
How to import your list of members via a spreadsheet. Mapping your data into the WebCollect database.
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Sending an invitation email
Length: 6 mins
How to send members their login details once you have added them to WebCollect
