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ILKB RainMaker Software Tutorial Video Series
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 1: Initial Set-up
Video Time: 03:39
In this video we will guide you on how to set-up the ability to take payments, send and receive text messages, and link your paid trials to populate in RainMaker.[/text_block][/op_liveeditor_element]
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Video 2: Flows
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 2: Flows
Video Time: 05:09
This video will guide you on how to use, edit, and make your own flows. A flow is a way to set triggers that start automatic communication with your members and trials via text messaging, email, sending postcards, and settings tasks for employees.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 3: Settings Part I
Video Time: 07:55
This video will guide you through the business info and financial section of your RainMaker settings.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 4: Settings Part II
Video Time: 07:35
This video will guide you through the settings of contacts, emails, appointment reminders, and custom fields section of you RainMaker settings.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 5: Settings Part III
Video Time: 09:15
This video will guide you through the settings of programs, users, and the calendar.[/text_block][/op_liveeditor_element]
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Video 6: Appointment Book
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 6: Appointment Book
Video Time: 04:22
This video will guide you on how to add, edit, and delete appointments. It will also show you how to mark that someone has showed for their appointment, so you can mark off their class credit and show that you gave them gloves.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 7: Member Entry Part I
Video Time: 04:26
This video will guide you on how to view web leads, enter prospects, enter trials, and adjust trial memberships.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 8: Member Entry Part II
Video Time: 06:15
This video will guide you on how to add programs to new members.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 9: Member Entry Part III
Video Time: 04:23
This video will guide you on how to edit programs, add programs on members, and how to cancel payments and mark when members quit.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 10: Point of Sale Part I
Video Time: 05:11
This video will guide you on how to Set-up your point of sale with suppliers, categories, products, and packages.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 11: Point of Sale Part II
Video Time: 07:34
This video will guide you on how to use the point of sale. It will also show you how to keep up with your cash drawer amounts and give you a tip to keep up with your free glove inventory.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 12: Point of Sale Part III
Video Time: 07:14
This video will guide you on how to show you how to make and use gift cards, keep track of inventory orders, and educate you on open invoices.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 13: Hardware and Support
Video Time: 02:51
This video will show how to purchase recommended hardware to use with RainMaker and how to get in touch with client support.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 14: Attendance Desktop App
Video Time: 03:15
This video will guide you on how to download, set-up, and use the desktop app to scan in your members for attendance.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 15: Emails
Video Time: 05:07
This video will show how to send emails to individuals and groups.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 16: Text Messages
Video Time: 02:01
This video will guide you on how to send text messages to an individual or a group.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 17: Key Reports Part I
Video Time: 04:54
This video will show you how to use the Financial Transactions Summary/Detail Report, Invoice Summary by Category Report, Sales Tax Report, and the Tuition Collected by Program Report.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 18: Key Reports Part II
Video Time: 04:15
This video will guide you on how to use the following reports: Next Payment Due by Date, Financial Forecast, and AutoCollect Process Report.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 19: Key Reports Part III
Video Time: 04:18
This video will show how to use the Listing of All and Trial Tracker Reports.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 20: Homepage Statistics
Video Time: 09:59
This video will guide you on how to understand and utilize the homepage statistics.[/text_block][/op_liveeditor_element]
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Training Information
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left”]Video 21: Online Portal
Video Time: 03:39
This video will show how to use set-up and use the Online Portal.[/text_block][/op_liveeditor_element]
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