Training Videos
In addition to a very comprehensive Help Desk built into the Admin Menu of every MemberLeap account, you can also learn more about our modules and their respective features by watching our videos. Also, members with Admin Permission have access to the Help Desk.
NOTE: You may need to adjust the YouTube quality settings to a higher resolution to get a better quality video playback.
UPDATED Admin Menu and Member Menu
We have updated these menus after most of the training videos below were recorded; however, the functionality of our software remains unchanged.
UPDATED User Interface
We have updated several of our backend pages after most of the training videos below were recorded, but we will make sure you have the most current software when we onboard your organization.
Admin Menu
Help System
Member Management
- Member Database
- Custom and Dynamic Database Fields
- Customer Relationship Management (CRM)
- Property Management (Vehicles)
Membership Billing
- Individual Member Billing Records
- Creating Invoices and Sending Out Notifications
- Invoice and Receipt Verbiage
- Quickbooks Interface
Website Content Management
- Basic Overview - Grid Page Editor
- Building Responsive Webpages
- Custom Member Menu (Member Dashboard)
- News Manager
- File Archive
- Form Builder (Overview)
- Form Builder (Track responses back to member profile)
Engagement
Communications
Event Registration
- General Overview
- Advanced Options (First Page)
- Event Packages
- Custom Fields
- Event Portal
- Virtual Events & Zoom Interface
- Global Configuration Options
- Invitations
- Reminder Emails
- Attendee Management
- Attendance Tracking and Credit Hours
- Surveys
Interactive Exhibitor Booth Editor
Call For Proposals
- Part 1 - Submitter Screens
- Part 2 - General Settings
- Part 3 - Screener/Scorer Setup
- Conference Program - Part 1
- Conference Program - Part 2
Volunteer Management
