Customer Support : Bar & Bat Mitzvah Planning • View forum


	Mitzvah Memories provides full event planning services. Learn More


	‹ Software Support Change font size FAQ Register Login Software Support Forum Topics Posts Mitzvah Memories Planning Guide Software Instructions for downloading and installing. Product version information. 8 Topics 8 Posts The Ultimate Bnai Mitzvah Planning Guide Original software (Ultimate B'nai Mitzvah Planning Guide) support area 4 Topics 4 Posts Software Support Discussions on known issues, bug reports, and upgrades 0 Topics 0 Posts User Guide-layout and structure The Layout Top menu – select a main category. This will open a Home screen with vital information about the various screens in that section. Please read. Side menu - Select what you would like to work on. Submenu – Some of the side menu categories are broken down into additional subcategories. Symbols Silver circles- screen you are working on Yellow circles- steps on a screen Red circles- required steps Question marks- instructions Structure Guests and Events - The program is divided into two main sections. Guests - Enter and keep track of all guest information. This is the best place to start. The information entered into these screens will be used throughout the program. Events – Enter and keep track of all details related to planning an event. 0 Topics 0 Posts Help by Screen HOME– Resources and General information for using the program. Set Up Child- add child info and events to plan Edit Child – change set up info Personalize Categories Tips Timeline Personal-record and track your tasks Master – recommended timeline Journal – use as a personal journal or for tracking a mitzvah project New Entry View Entries GUESTS- Enter and track all guest information. This is the best place to start. The information entered into these screens will be used throughout the program. Sequence for Guest Screens 1. Enter family name and family head count. 2. Enter individual family members. 3. Enter the events guests will be invited to. 4. Add addresses 5. After receiving the RSVP enter the events your guests will be attending. Guest Family Add New Family or Import New Family. You may use a combination of these tools to enter your guest families. Add or Edit Individuals, Addresses - Add individual family members and additional relevant details. This information will be used repeatedly throughout the program. Guest Events Invitation List - Assign - assign guest to the events they will be invited to * If your guests are being sent an invitation for all events simple select All Events from the drop down list. If you did not include All Events to the events you are planning then open the top Event button and on the left menu select “Add New Event” and select “All Events”. Return to the Assign Guest and proceed. RSVP - Confirm – After receiving the RSVP confirm the events they will be attending INVITATIONS -The data you entered in the Guest Screens will be relevant for labeling your invitations. The options for Basic and Advanced labeling are explained in more detail on the Invitation Home screen. Sequence for Invitation Screens 1. Guest addresses MUST be entered on the Guest screens. 2. Guests MUST be assigned to events 3. Select Basic or Advanced 4. Use the provided template or export to your computer to use a different mailing system Basic – send one invitation per family – option to add inserts to specific events Advanced – option to organize multiple mailings by the events guests are invited to Guest Email – Send group emails Order Online – a link to invitation site EVENTS - All the planning related to an event will be added here. Select Event – You must choose an event to work on. Ceremony- First select Ceremony from the event drop down list, then select ceremony from the side menu. Sequence for Event Screens Vendors 1. Vendors and quotes MUST be entered into the Vendor List screens. 2. Select vendors for this event 3. Select quotes for this vendor Seating Set Up Seating -Set Up Tables and Chairs Assign Seating - The sequence below MUST be completed before assigning seats On Guest Screens 1. Enter family name and head count. 2. Enter individual family members. 3. Enter the events guests will be invited to. 4. Add addresses 5. After receiving the RSVP enter the events your guests will be attending. On Event Screen 6. Set Up Tables and Chairs Vendors - Planning events may include using different vendors. In order to store the vendor information there is a Master Vendor List. From this list choose which vendors to use for the event you are planning. You can enter vendor information into the master list through the Vendor List. Seating Set Up Assign Ceremony - *see Select Event above – All information related to the services and events in the synagogue Miscellaneous Candle Lighting General Expenses – not vendor related Volunteer Food Preparation – not catered Song List VENDOR LIST – Add and compare vendors Vendors - Add vendor details. Record quotes and notes about each vendor you may be considering. Compare Vendors Quotes BUDGET Projected Actual 0 Topics 0 Posts Help Navigating A-G A Add Child- Home /Product Info/ Add-On Child Purchase additional child –Open Add New Guest Family-Guests/Guest Family/Add or Import All guests are entered as a “family” first, then as individuals. 3 options 1. To enter names into the program directly -Open Guests/Guest Family/Add new family 2. To import names and addresses Open Guests/Guest Family/Import New Family 3. Template - Use the provided template to add names, either by copying and pasting from an already existing list or by entering into the template Add or Edit Guest Details- Guests/Guest Family/Add or Edit Guest Details After entering a family, add the individual and family details. Individual members, add first, last name, age, gender, phone, email, kosher. Family details add location, guest type, invited by, save the date, accommodations, transportation, welcome gift. Add addresses. Add Events - Home/Edit Child or Events/Add New Event Address Label – Guests/Guest Family/Add or Import - Enter addresses Print address labels or export addresses from the Invitation/Basic or Advanced screens. Add Preferences – Home/Personalize Categories - create your own preferences and categories Add Vendors – Vendor List Aliyah –Events/Ceremony/Ceremony Honors- add aliyot and other guest honors Assign Guests to Events – Guests/Guest Events/Invitation List Assign Guest- events your guests will be invited to. B Backup & Share- Home/BackUp & Share-several options for backing up your data files. Budget, actual costs - Enter cost into the budget form directly or add to the budget from Event/Vendors/vendor details. Budget, preliminary estimates – estimate what you think your expenses will be. C Cantor, name and contact –Events/Ceremony Ceremony- Events/Ceremony -add synagogue information Confirm Guests to events-RSVP- Guests/Guest Events/Record RSVP Confirm guest to Events- record the events each guest will attend. D E Email - Invitations/Guest Email List – use your personal email or Evite Events, add events - Events/Add New Events Events, add to event guest list- Guest Events/Assign Events, RSVP-events guests will attend- Guests/Guest Events/RSVP Confirm Excel template -Guests/Guest Family/Import- add addresses into the template for import. Do not change headings. The first three columns are required Expenses – Budget Export Addresses – Invitations/Basic or Advanced – export as an excel or csv file F Family, guest list by – all guests are added as “family” and will appear alphabetized on the Family Guest List in the way you enter their name. The Family List provides a family guest total. G Gifts – record gifts and thank you notes Guests, add family name and number of people in that family – Guests/Guest Family/Add or Import Guests, import through Microsoft Outlook, or use template provided - Guests/Guest Family/ Add or Import Guests, individual name, phone, email, gender, age - Guests/Guest Family/ Add or Edit Guest Details Guests, family location, guest type, invited by, save the date, accommodations, transportation, welcome gift- Guests/Guest Family/ Add or Edit Guest Details Guest Events- side menu option after selecting Guests from the top menu Assign Guests to Events- add guests to the events they will be invited to Record RSVP – record events guests will attend 0 Topics 0 Posts Help Navigating H-Z H Head count Home Screen – top menu Honors – Aliyot or other honors assigned to your guests - Events/Ceremony/Ceremony Honors I Invitations, Advanced - Select either Not Yet Invited or Already invited. Select additional criteria, Print or export addresses. Invitations, Basic - Not Yet Invited Guest list shows all guests invited to all event. Use the entire guest list or filter by location, type. Inserts- To add for specific events - Open the Event Reports, select Guests Assigned by Event. Use this as your guide when stuffing envelopes. Invitations, order online- Invitations/Order Online – connects to internet Import Addresses-Guests/Guest Family/Import - detailed instructions on screens J Journal- Home/Journal – use for your personal thoughts, or as a place for the Bar or Bat Mitzvah child to track a Mitzvah Project. K Kosher - Guests/Guest Family/ Add or Edit Guest Details/kosher – record whether kosher meals will be needed L M Missing Guest Names from Invitation List, Basic or Advanced 1. Guest addresses must be filled in, return to Guests/Guest Family/Add edit Guest Details Missing Guest Names from Seating 1. Guest names must be check as RSVP-YES, return to Guests/Guest Events/Record RSVP Missing Guest Names from Reports 1. Individual names must be added , return to Guests/Guest Family/Add or Edit Guest Details 2. Guest addresses must be filled in, return to Guests/Guest Family/Add edit Guest Details 3. Guest names must be assigned to events, return to Guests/Guest Events/Invitation List Assign Guests 4. Guest names must be check in RSVP, return to Guests/Guest Events/Record RSVP 5. N O P Personalize Categories, add or change setting s to reflect your personal preferences - Home/ Personalize Categories Q Quick Add - If Individual Family Members is blank add number of adults and children through quick add or type the individual names into the form - Guests/Guest Family Quotes, add vendor quote - Vendor List/Vendors Quotes, compare vendor quotes – Vendor List/Compare Vendor Quotes Quotes, select quote to use for an event – Events/Vendors R Rabbi, name and contact - Events/Ceremony RSVP – record events guests will be attending S Short cut for adding addresses - Add zip code first, city state added automatically Seating, Set Up –Events/Seating/Set Up- add the number of tables and chairs needed for each event Seating Placement – Events/Seating/Assign Seating - Assign seating to guests Seating, view multiple tables - Events/Seating/View Multiple Tables- view up to 12 tables Services - Events/Ceremony Song List - Events/Miscellaneous/Song List Synagogue - Events/Ceremony T Tips – Home/Tip U V Vendors, add new vendors, add quotes, – Vendor List/Vendors Vendors, compare quotes - Vendor List/Compare Vendor Quotes Vendors, select vendors for a particular event - Events/Vendors Volunteer donations- food- Events/Miscellaneous/Volunteer Food Prep W Welcome Gifts – Guests/Guest Family/ Add or Edit Guest Details – record which guest will need welcome gifts X Y Z 0 Topics 0 Posts Customer Support Home Powered by phpBB

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