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PatronManager Instructor-Led Training: https://help.pm.leapevent.tech/a/1008847
In conjunction with our Help Tab materials and our webinars, we offer virtual one-on-one training sessions on standard PatronManager topics to help you dive deeper into your PatronManager education.
Before you request training, we highly recommend that all attendees complete our PatronManager User Certification and our Learning Path: For Everyone.
Interested in scheduling a training sessions for your organization?
Submit a case in the Client Community to request training!
After receiving your request, we'll follow up to collect more information about your specific training needs before assigning a trainer and scheduling a session over Zoom.
What does the trainer cover during these sessions?
View our proposed agendas below:
This training includes instructions on setting up Ticketable Events in the Event Inventory and managing fees.
For training on selling tickets and processing refunds or exchanges, check out our Box Office Selling & Operations training agenda.
Prerequisites
- Complete PatronManager User Certification
- Complete the Build Events and Subscriptions Learning Path
Agenda
- Event building
- Fee set up
- Ticket printing
- Reporting for Box Office
This training covers how to sell, exchange, and refund tickets, subscriptions, and memberships. We'll also cover qualification (and why that's essential), printing tickets, and searching for Ticket Orders.
Prerequisites
- Complete PatronManager User Certification
- Complete the Box Office Learning Path
Agenda
- Selling, refunding, and exchanging single tickets
- Selling and fulfilling subscriptions
- Selling memberships
- Qualification
- Ticket printing
This training covers how to process credit card and cash/check donations in addition to best practices for tracking and organizing those donations. We'll also cover managing Donation Forms and go-to fundraising reports.
Prerequisites
- Complete PatronManager User Certification
- Complete the Development & Fundraising Learning Path
Agenda
- Donation entry
- Acknowledgments
- Manging Donation Forms
- Reporting for Development
- Campaigns (brief overview)
This training covers creating Discount Codes, Passcodes (Presale Codes), and Access Codes. We'll also walk through generating lists for email and direct mail campaigns using CRM Snapshots.
Prerequisites
- Complete PatronManager User Certification
- Complete the Marketing Learning Path
Agenda
- Discount Codes
- Access Codes
- Passcodes (presales)
- CRM Snapshots
This training covers how to set up and manage Benefit Levels, create Membership Levels, and create Digital Membership Cards. We'll also cover how to sell Memberships and apply Benefits manually.
Though you may use Memberships without PatronPortal, the experience is much better with PatronPortal.
Prerequisites
- Complete PatronManager User Certification
- Complete the Build Events and Subscriptions Learning Path (specifically the Memberships section)
Agenda
- Creating Benefits
- Setting up Memberships
- Selling a Membership
- Applying Benefits
- Sending Digital Membership Cards
- Setting up Automatic Membership Renewal Reminders
- Reporting on Memberships
This training covers all your pre-built reporting options in PatronManager, as well as best practices and recommendations for custom reporting.
Prerequisites
- Complete PatronManager User Certification
- Read our All About Reporting article
Agenda
- Pre-built PatronManager Reports
- Financial Reports
- CRM Snapshots
- Anatomy of custom reports
- Report types
- Filters and Fields
- Subscribing to a report
- Dashboards and Charts
- Reporting best practices
This training covers how to set up all three types of subscription packages: Fixed, Choose Your Own, and Pick Later (Flex Pass). We'll also discuss how the renewal process works including the Subscription Renewal Tool, and best practices for contacting subscribers.
Note that Subscription Renewals (via the Subscription Renewal Tool) are only available for Fixed subscriptions.
Prerequisites
- Complete PatronManager User Certification
- Complete the Build Events and Subscriptions Learning Path (specifically the Subscriptions section)
Agenda
- Subscription Types
- Setting up Subscription packages
- Linking Events and Instances to Subscriptions
- Reporting on Subscription sales
- CRM Snapshots and Reports for contacting subscribers
- Using the Subscription Renewal Tool (if applicable)
Previous recordings of our group based Instructor-led Training sessions can be viewed below. Select the link and then enter the corresponding passcode to watch the Zoom recording.
- Development Passcode: uQ2t?*+C (recorded 8/28/24)
- Marketing Passcode: 52W$?vQ3 (recorded 3/5/25)
- Reporting Passcode: 1f9rdv.V (recorded 6/18/25)
- Box Office Selling & Operations Passcode: 6#yDrGZ^ (recorded 4/17/24)
- Box Office Admin/Event Building Passcode: Z.?Yp4.! (recorded 2/28/24)
- Memberships & Benefits Passcode: *?XKgU*9 (recorded 6/11/25)
- Subscription Administration Passcode: bkJM$13& (recorded 3/1/23)
- Subscription Renewals Passcode: Xy6748*f (recorded 5/14/25)