| Introduction/Basics |
 | Your Thriva Contacts |
| Technical Support |
 | Training Center |
 | Key Concept: The Account/Participant Model |
| Key Concept: Filtering and Searching |
| Home Page |
| Data Center: Key Concepts |
| Report Center: Key Concepts |
| Program Settings |
| Communication Center |
| Initial setup and questions on support |
| What to expect during your setup |
| How e-checks work |
| When are you paid for money processed through the management system? |
| Preventing registration errors |
| Placement of registration link |
| Online Account link |
| Problems with frames and redirecting |
| System Questions |
| Home Page |
| Quick Views |
| Quick Views: Overview |
| How to Use Quick Reports |
| Online Account |
| What is an online account? |
| How do my customers access their online account? |
| How do I post the Online Account link on my site? |
| Data Center |
| Data Center: Key Concepts |
| How to search for a person in the database (a participant or account holder) |
| How to use the Advanced Search function |
| How to issue a partial refund (without cancelling a participant from an event) |
| How to cancel a participant out of an event and keep the non-refundable fee |
| How to cancel someone out of an event and not keep a fee |
| How to transfer an individual from one event to another event |
| How to email one account |
| How to add a payment to an account in the Data Center |
| How to view the payments an account has made |
| How to move money into credit balance |
| How to make a payment using credit balance |
| How to refund credit balance |
| How to change an individual's personal information |
| How to change an account password and username |
| How to log into an account and view their information |
| How to add an event to a participant in the Data Center |
| How to add a financial option to an event for a participant in the Data Center |
| How to add a discount to an event for a participant in the Data Center |
| How to add a participant to an account |
| How to transfer a participant to a different account |
| How to remove a payment |
| How to update quantities in the Data Center |
| How to setup an additional payment type |
| How to add/change credit card information |
| Database Management |
| DB Field Manager |
| What is the function of the DB Field Manager - Overview |
| How to view properties of existing database fields |
| How Merge Behaviors function |
| How to view/edit Merge Behavior of database fields |
| How to edit the format type of an existing database field |
| How to edit options of multi-choice questions |
| Report Center |
| Report Center: Key Concepts |
| Types of Reports: General Information, Transaction |
| How to create a General Information Report |
| How to create a Transaction Report |
| Transaction Reports: How to choose between Basic and Financial Option Reports |
| How to add fields to your report |
| What are the different types of fields available for reports |
| How fields selected affect the level of detail for your report |
| How to use Group By to structure your report data and add page breaks |
| How to decide what layout to use |
| How to edit an existing report |
| How to create a Custom Layout for a report using HTML |
| How to create mailing labels |
| How to organize your reports with folders |
| How to rename columns in your reports |
| Sample Report: How to create a Program Roster report |
| How to add a checkbox or blank field to a report |
| How to use statistics reporting |
| Explanation of XF, XFR, XFP, and XFB Fields |
| Mass Updates |
| How to mass bill multiple participants/account simultaneously |
| How to update data for many participants/accounts at once |
| How to update a field for many different participants/accounts with the same value |
| How to view and edit fields for many different participants/accounts simultaneously |
| Communication Center |
| How to send a mass email |
| How to upload an attachment and assign it to an email |
| How to attach a customer statement to an email |
| How to limit a customer statement to the current season |
| How to create an email template |
| How to send emails to different recipient email addresses |
| How to create a confirmation email and assign it |
| How to send automatic emails |
| Filter Center |
| Key Concepts: Filter Center |
| How to create a filter |
| Example: How to create a filter for people who owe money |
| How to create a filter for people who want to be automatically billed |
| How to load a saved or quick filter |
| Program Settings -- Filters |
| Advanced Filter Settings |
| Admin Mode Internal Entry |
| How to Register Someone Using Admin Mode |
| How to adjust User Roles and Privileges in Admin Mode |
| How to adjust Admin Mode Settings in the Form Builder |
| Assignment Center |
| What is the assignment center and how does it work? |
| How do I use the assignment center? |
| Using the Assignment Center for Group Registration |
| Updating Primary Contact and Passwords for a Group |
| Settings > Program Setup |
| Key Concept: How Programs and Financial Options work |
| How to set up a new season |
| How to create a program |
| How to create a financial option |
| How to create a location |
| How to create a multiple person discount |
| How to assign a financial option to a program |
| How Categories work |
| How to create categories |
| How to make sure everything is set up correctly for a program |
| How to create a cart coupon |
| How to close down a program so that it is no longer available for online registration |
| How to delete an program |
| How to order financial options |
| Advanced Program Setup Options |
| Setting up Financial Option Capacities |
| How to create and assign a deposit to a financial option |
| How to set up, monitor, and maintain wait lists |
| Thriva Statements |
| Overview of Statements |
| How do I view my statements? |
| How do I see the amount I made for each event? |
| How do I run a report in the statement area? |
| What do each of the reports do in the statement area? |
| Users and Roles |
| How to add a user |
| How to create roles |
| How to change your password |
| Form Builder |
| Step 1 - Events/Programs |
| Choosing Events/Programs to Display |
| Step 2 - Edit pages |
| How to add a question |
| How to edit a question |
| How to add a section |
| How to add a text block |
| How to add a module |
| Step 3 - Look and feel |
| HTML customization |
| Step 4 - Confirmation email |
| How to assign a confirmation email to a form |
| Step 5 - Publish |
| How to set Registration Status |
| Publish Current Version to Link |
| Registration Link |
| Direct Links |
| Group Registration Form |
| Group Registration Concepts |
| Creating a Group Registration Form |
| How to work with a Group Registration Form |
| Merge Center |
| How does Auto Merge Work - Overview |
| How to Auto Merge an Account |
| How to Auto Merge a Participant |
| How to Manually Merge an Account |
| How to Track/View Merged Accounts |
| How to Setup Nightly Auto Merge |
| Online Registration |
| What is Verified by Visa/MasterCard Secure |
| Logic |
| Introduction to Dynamic Logic |
| Basic Syntax for Dynamic Logic |
| Basic Logic Prefixes |
| Basic Logic Suffixes |
| Other Useful Logic |
| Glossary |
 | Have a Help File Suggestion? |
 | Register for FREE Training |
© 2009 Thriva, LLC