Help Navigating H-Z

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Head count
Home Screen – top menu
Honors – Aliyot or other honors assigned to your guests - Events/Ceremony/Ceremony Honors


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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

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Journal- Home/Journal – use for your personal thoughts, or as a place for the Bar or Bat Mitzvah child to track a Mitzvah Project.


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Kosher - Guests/Guest Family/ Add or Edit Guest Details/kosher – record whether kosher meals will be needed


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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
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Personalize Categories, add or change setting s to reflect your personal preferences - Home/ Personalize Categories



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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

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Rabbi, name and contact - Events/Ceremony
RSVP – record events guests will be attending


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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


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Tips – Home/Tip


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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

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Welcome Gifts – Guests/Guest Family/ Add or Edit Guest Details – record which guest will need welcome gifts


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