Onboarding New PDS Church Office User – Discover the power of PDS Church Office with our comprehensive training program designed specifically for new users.

• This one-on-one, in-depth session goes beyond the basics, equipping you with the skills and best practices needed to confidently manage family records, member information, and financial contributions.
• Learn how to maintain accurate data, streamline administrative tasks, and gain valuable insights to better serve your congregation.

Onboarding New PDS Formation Office User – This training provides a thorough introduction to PDS Formation Office, focusing on its core features and seamless integration with PDS Church Office.

• Participants will learn how key data points automatically sync between platforms, reducing duplicate entry and improving workflow efficiency.
• The session also covers powerful tools for tracking Sacramental records and attendance, offering practical guidance for accurate record-keeping and reporting.
• New users will leave equipped with the skills and confidence to effectively use PDS Formation Office in their daily responsibilities.

Creating an Online Church Office Registration Form – Simplify parishioner registration by integrating a custom online form directly into your parish website.

• This digital solution eliminates paper forms and manual data entry, offering families a convenient and secure way to register.
• Submitted information is safely stored on a dedicated web server, ensuring data privacy.
• Design flexible, web-based or email-friendly forms tailored to your needs, and easily import the collected data into your parish management system to create or update family profiles.
• This streamlined approach reduces administrative work, improves data accuracy, and enhances communication and record-keeping for both staff and parishioners.

Creating an Online Formation Office Registration Form – Elevate your Faith Formation enrollment process by integrating a user-friendly online registration form directly into your parish website.

• In this session, you'll learn how to design a comprehensive digital form that captures all essential information—including student demographics, parent or guardian contact details, medical or allergy notes, and other program-specific data.
• You'll also discover how to add class selection options, enabling parents to easily choose the appropriate program or age group.
• Once the form is completed, parents will be automatically directed to a secure online payment portal, simplifying both registration and payment.
• This streamlined approach reduces administrative work, minimizes errors, and provides families with a convenient, efficient registration experience.

Setting up a Capital Campaign in PDS Church Office – Learn how to fully leverage PDS Church Office to manage your Capital Campaign with confidence.

• This one-on-one training offers expert guidance on using dedicated Funds to track key campaign terms and rates.
• You'll gain hands-on experience posting a variety of payments, including online contributions, while ensuring accurate financial records.
• Discover how to generate clear, informative monthly statements to monitor campaign progress, and create exportable Excel files for advanced analysis and reporting.
• By the end of this session, you'll be equipped to manage all financial aspects of your Capital Campaign efficiently and effectively.

Creating Reports in PDS Church Office – Gain hands-on experience running predefined reports for Families, Members, and Finances with guidance from a PDS expert.

• This training covers how to use and customize existing reports, create report copies, and add the data you need.
• You'll also explore a variety of listing reports—including item lists and certificates—and learn how to format page and margin styles.

Creating Reports in PDS Formation Office – This training will empower you to confidently manage key functions of PDS Formation Office with ease and accuracy.

• You'll learn how to build and maintain up-to-date rosters for various ministries and programs, as well as how to create user-friendly attendance sheets to monitor engagement effectively.
• The session will guide you through generating clear financial reports that offer valuable insights into your program's fiscal health.
• You'll also discover how to create customized attendance reports for catechists, helping them follow up with families and participants more efficiently.
• In addition, you'll gain hands-on experience designing simple yet meaningful Sacramental certificates, and learn how to export data seamlessly for merging with pre-designed, professional-looking templates.
• Finally, the session will cover how to complete and utilize the Notification of Sacrament form to ensure proper communication with the church of Baptism, supporting accurate and timely record-keeping.