Get video walkthroughs for some of the most common activities related to using your Excellerate software.
** Note: These videos were recorded with Excellerate 3.9. We are currently in the process of updating these to version 5. Most of the information is the same – just the user interface looks a little different.
Video categories include:
Set up
- Install Your Church Management Software
- Install Your Child Check-in System
- Customize Your Church Management Software
- Customize Your Child Check-in System
- Importing Members
- Creating Member Records
- Creating Small Groups
- Setting Excellerate up on a Network
- Linking the Check-in Station to Your Database
- Setting up Check-in Stations in Offline Mode
- Customizing Drop-down Boxes
- Customizing the New Visitor Entry Screen of the Check-in Stations
- Setting up Room Assignments in the Check-in Stations
- Assigning Barcode Keytags for the Church Check-in System
- Setting up Check Scanners
Common Tasks
- Upgrade to the Latest Version of Excellerate
- Register Excellerate
- Creating / Configuring User IDs
- Entering Contributions
- Make Member Contribution Statements
- Backup Your Database
- Move Your Member Database
- Learn the Usefulness of Views in Excellerate
- Create Views
- Import Views
- Create / Modify Reports
- Import Reports
- Inserting Logos and Pictures into Reports
- Create Your Own Fields in Excellerate [Flex Fields]
- Delete Members
- Customize Check-in Labels
- Watch this variation if you have a Dymo 400 or 400 Turbo
- Using the Class Module
- Using the Field Adjuster Utility
- Exporting from the Membership Database
- Doing a Mail Merge from the Membership Database
- Sending Mass Email with Excellerate Church Management Software
- Setting up Your Web Integration
- Routine Maintenance of Your Web Integration
- How to Submit Web Reports (instructions for group leaders and follow-up sponsors)
- Assigning and Distributing Visitor Follow-up Assignments
- Importing Member’s Pictures into their Record
- Tech support topic: Recovering missing report styles