Training Center
Watch video courses that show how to use and set up Rhythm, organized by application.
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- Using Rolodex (CRM)
Learn the core ideas of CRM (Rolodex), including contacts, organizations, and roles, plus duplicate prevention, merging, address flow down, and statuses.
- Intro to Finance and Accounting, Part 1: Accounting and General Ledger Primer
A plain-language primer on accounting, the general ledger, and how financial statements describe an organization's health.
- Commerce in Rhythm
How orders work in Orders & Inventory, from creating, canceling, shipping, and returning orders to setting up merchandise and tracking inventory.
- Using Membership
Core membership concepts and daily administration, from membership types and applications to chapters, sections, and committees.
Browse by Application
- CRMContacts, organizations, and roles, and how to tailor them to the way your organization works.
- Finance & BillingAccounting basics for Rhythm users and how Rhythm records financial transactions.
- Orders & InventorySpecial pricing, coupons, and coupon codes for merchandise, memberships, and events.
- MembershipMemberships, applications, chapters, sections, committees, billing runs, and membership setup.
- EventsEvent setup, registration types and packages, sessions, speakers, and functions.
- CertificationsCredits, activities, exams, courses, and certification applications, and how to configure them.
- DocumentsFile cabinets, folders, and the ways to give members access to documents.
- SponsorshipsSponsorship opportunities and how they are managed in Rhythm.
All Training Videos
CRM
- Using Rolodex (CRM)
Learn the core ideas of CRM (Rolodex), including contacts, organizations, and roles, plus duplicate prevention, merging, address flow down, and statuses.
- Configuring Rolodex (CRM)
Tailor CRM (Rolodex) with custom fields, forms, 360 screens, activity types, address and phone types, contact roles, and role compliance.
Finance & Billing
- Intro to Finance and Accounting, Part 1: Accounting and General Ledger Primer
A plain-language primer on accounting, the general ledger, and how financial statements describe an organization's health.
- Intro to Finance and Accounting, Part 2: The Financial Management System
How a financial management system works, why Rhythm acts as an accounts receivable sub-ledger, and how batches reach your books.
- Intro to Finance and Accounting, Part 3: General Ledger Exercises
Walk through the general ledger entries Rhythm creates for invoices, payments, refunds, credits, and balances written off.
- Configuring Finance and Billing
Configure Finance & Billing, including business units, general ledger accounts, merchant and bank accounts, recurring batches, product accounting, revenue splits, payment terms, and templates.
- Multi-Company Accounting
How Finance & Billing handles transactions across separate companies, using due to and due from accounts and merchant account routing so each set of books stays self-contained.
Orders & Inventory
- Commerce in Rhythm
How orders work in Orders & Inventory, from creating, canceling, shipping, and returning orders to setting up merchandise and tracking inventory.
- Coupons and Special Pricing
How special pricing, coupons, and coupon codes discount merchandise, memberships, and events, including selling coupon codes as passes.
- Configuring Commerce
Configure Orders & Inventory, including online stores, checkout settings, shared merchandise options, shipping zones and methods, taxes, and warehouses with bins.
Membership
- Using Membership
Core membership concepts and daily administration, from membership types and applications to chapters, sections, and committees.
- Membership Billing
Run membership billing, from renewal orders, notices, reminders, auto renewals, and drops to billing runs and their templates.
- Configuring Membership
Configure Membership, from default settings, forms, and application processes to packages, change fees, ID cards, and committees.
Events
- Event Setup and Registration
Set up an event and manage registrations, including registration types and packages, add-ons, speakers, sessions, functions, and conflicts.
Certifications
- Using Certifications
How Certifications works day to day, from credits and activities to exam and course registration and certification applications.
- Configuring Certifications
Configure Certifications, from programs, credit types, and activity credit formulas to exams, courses, providers, application processes, and notices.
Documents
- Documents
How the Documents application stores files in file cabinets and gives members access to them.
Sponsorships
- Sponsorships
An overview of Sponsorships in Rhythm.