PatronManager Help

Upcoming Webinars

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Upcoming Webinars: https://help.pm.leapevent.tech/a/987976

Check out our upcoming webinars below! Webinars cover a variety of topics, ranging from a deep dive on a particular feature to admin tips & tricks to best practice recommendations.

Of course, you can always catch up on previous webinars in the Webinar Recordings section of the Help Tab. It's a great resource!

Get Started with Leap Merchant Services

Wednesday, May 1, 1:00 PM ET

Join us to learn about Leap Merchant Services, our best-in-class payment solution powered by Stripe.

With greater reliability, ease-of-use, and efficiency, you’ll be able to streamline your costs by processing mail and phone payments without a terminal, receive faster payouts with direct deposits, and get Leap’s chargeback management and built-in fraud mitigation—all in the PatronManager system that you know and love. You'll also get access to exclusive features like Apple Pay and Google Pay and automatic credit card updates for recurring donations! Our in-house merchant solution also promises better rates, streamlined pricing, and a simplified settlement process.

This webinar will give you a look at our merchant services, answer your questions, and show you how to get started today!

Best Practices: User Management

Thursday, May 23, 3:00 PM ET

Managing your users within PatronManager is an important responsibility, but it can also be a daunting one. When users leave or new users come in, or even when someone's role changes, updating users correctly helps you and your organization keep a clean PatronManager account. Join us to learn more about best practices for activating and deactivating users, checking your licenses, and helping users log in; even with MFA!

This webinar is geared towards PatronManager Admins and all users who manage other users.

More learning opportunities

Check out our instructor-led training sessions!

PatronManager webinars focus on new features and ways you can extend your knowledge to get the most out of the system. If you're looking for a solid grounding in PatronManager functionality, we also offer instructor-led training sessions on standard topics to help you get started or dive deeper into your PatronManager education.

Check out the upcoming calendar and sign up for sessions that interest you!

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