Aplos Fundamentals
Course Content
This course is for anyone who is new to Aplos and ready to start using it. Set up and customize everything your organization needs in the software, and learn best practices for how to use the various features. If you don’t already have an Aplos account, start a free trial so you can follow along while you learn.
Lessons include:
Maximize Your Setup
Learn the basics of what to set up first in your Aplos account.
Bookkeeping Basics
Learn basic bookkeeping techniques, tips, and best practices.
Donation Tracking
Learn how to track your donations in Aplos and generate the donation reports your organization needs.
Launching Online Donations
Learn about the online giving tools in Aplos and how to start using them in your organization.
Online Donation Management
Learn how to utilize online donation tools in Aplos and how online transactions are managed in the software. You’ll also see how to track your online donations in your accounting.
Organize And Maintain Your People Database
Learn common tasks and best practices to manage people affiliated with your organization and maintain a clean database.
Sending Letters, Emails, And Texts
Learn about the various communication tools in Aplos and how to use them to reach the right people at the right time.
Event Registration And Reminders
Learn how to manage events and registration in Aplos, and how to best communicate with those who register.
