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Learn.Uplifter Webinars

 

Overview

This continuing webinar series will be focused on learning the ins and outs of Uplifter's software. Please see below for the next scheduled topics and focal points. We're always eager to hear your requests and feedback. If there is a topic you'd like to see a webinar on, please feel free to contact us at support@uplifterinc.com.

 

Sign Up

Want to join an upcoming webinar? Sign up today! https://www.uplifterinc.com/learn-uplifter-webinars/

 

Watch Recordings

Want to watch a past webinar? You can find them all on our Youtube channel or below in our Past Webinars section.

 

Upcoming

Wed Nov 13th, 2019 @ 1 PM EST - Invoices & Reports: Get a deeper understanding about Uplifter’s out-of-the-box reporting and the detailed data available at your fingertips. Learn everything about invoicing, including invoice creation, editing and adjusting, managing exchanges, refunds, and more!

This webinar will cover:

  • Creating Invoices
  • Editing/Adjusting Invoices
  • Exchanging & Refunding
  • Reporting On All Things Uplifter

 

Wed Nov 20th, 2019 @ 1 PM EST - Accounting & Ledger Accounts: Join us as we discuss best practices, pulling perfect reports, and obtaining the best outcomes for all things accounting. Accountants and treasurers can learn how to setup your ledger feature, export your financial data, and how to achieve accounting best practices in Uplifter.

This webinar will cover:

  • Accounting Best Practices Within Uplifter
  • Setting Up Your Ledger Feature
  • Exporting Your Financial Data

 

Wed Nov 27th, 2019 @ 1 PM EST - Discounts: Unlock the benefits of the most flexible and versatile feature in Uplifter – Discounts! Learn all about creating, editing and restricting discounts. Plus, we’ll review how discounts apply to invoices and how to report on invoices affected by discounts.

This webinar will cover:

  • Creating/Editing Discounts
  • Reviewing How Discounts Apply To Invoices
  • How To Report On Invoices Affected By Discounts

 

Wed Dec 4th, 2019 @ 1 PM EST - Evaluations: Empower your coaches and instructors with the latest in creating, editing and importing club evaluations. Learn how coaches can complete real-time participant evaluations on any device, and publish those evaluations for specific coaches, participants and family members to see.

This webinar will cover:

  • Creating/Editing/Importing Evaluations
  • Performing Evaluations
  • Publishing & Reporting

 

Wed Dec 11th, 2019 @ 1 PM EST - Public Website Management: Everything you need to know about managing your public website with Uplifter! Make your site look beautiful with the theme editor. Plus, learn how to create, edit, move, sort or delete pages and content! It’s easy to master your site with Uplifter.

This webinar will cover:

  • Using The Theme Editor
  • Creating/Editing/Deleting Pages
  • Creating/Editing/Deleting Content
  • Moving & Sorting Pages

 

Past Webinars

2019

Membership Management & Participant Maintenance Wed Nov 6th, 2019: Get all the details about creating, editing, deleting, and managing both member and participant profiles. Need to merge member profiles? We’ll teach you that too. Plus, learn how to use Uplifter’s email tools to keep your membership updated!


This webinar covers:
  • Members vs. Participants: 1:11
  • Creating Members: 2:45
  • Editing Members: 8:32
  • Deleting Members: 13:03
  • Basic Member Maintenance: 14:34
  • Creating Participants: 22:32
  • Editing Participants: 25:39
  • Deleting Participants: 29:21
  • Inviting Members & Participants: 36:34
  • Final Test Situation: 39:27
Program & Class Management Wed Oct 30th, 2019: This webinar will tackle everything your coaches and instructors need to know about Uplifter’s programs. Learn about creating, copying and editing programs. Plus, get comfortable with time-saving features like season copying, batch editing, class grouping and attendance.


This webinar covers:
  • Creating/Copying/Editing Programs: 2:48
  • Batch Editing: 9:37
  • Season Copying: 12:12
  • Waitlists: 17:23
  • Class Grouping: 21:51
  • Attendance: 25:51
  • Communication With Members: 35:22
  • Notifying Your Team: 38:34

 

Introduction to Uplifter Club Software Wed Oct 23rd, 2019: Learn the basics of Uplifter and get comfortable with your system. This webinar will teach you the essentials of member accounts and permissions, program creation, products, tickets, subscriptions, policies and custom fields.


This webinar covers:
  • Member Accounts: 3:50
  • Permissions: 7:35
  • Programs: 10:32
  • Categories: 13:04
  • Season: 25:11
  • Facilities/Locations: 40:11
  • Products/Tickets/Subscriptions: 41:55
  • Policies: 55:02
  • Custom Fields: 56:41

2017

April 21th, 2017 @ 12PM EST - An Advanced Look At…:

This webinar will cover:

  • Programs: restrictions, batch updating, event manipulation
  • Seasons: season copying, volunteer requirements
  • Products: admin fees, redeeming tickets
  • Discounts: common discounts and how they are created

April 13th, 2017 @ 12PM EST - Skate Canada:

This webinar will cover:

  • How to connect your site
  • Creating a Skate Canada fee (each year)
  • Matching and Submitting
  • Handling errors and investigating

April 7th, 2017 @ 12PM EST - Basic Site Setup Pt. 2/2:

This webinar will cover:

  • Creating programs
  • Creating products, subscriptions, and tickets
  • Creating policies
  • Creating discounts

March 31st, 2017 @ 12PM EST - Evaluations:

This webinar will cover:

  • Creating/importing evaluations
  • Tagging your evaluations
  • Taking attendance - what is the difference?
  • Performing an evaluation
  • Reviewing & marking accomplishments
  • Publishing

March 24th, 2017 @ 12PM EST - Basic Site Setup Pt. 1/2:

This webinar will cover:

  • Creating permission groups
  • Edit Settings
  • Creating facilities and locations
  • Creating categories
  • Creating seasons

March 17th, 2017 @ 12PM EST - Invoices: DESCRIPTION

This webinar will cover:

  • Creating an invoice
  • Editing an invoice/ using adjustments
  • Withdrawing & refunding
  • Locking invoice line items
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