Video Tutorials

Step-by-step video tutorials

Isaac Simon avatar Kyle Minckler avatar Joey Yarber avatar
18 articles in this collection
Written by Isaac Simon, Kyle Minckler, and Joey Yarber

How to use third party barcodes

For example, you can use a driver's license as the client's ID Card.
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

Add Multiple Assistance Feature

A demonstration video of printing a client roster and using the "Add Multiple Assistance" feature
Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

How to log in for the first time

This video will show you the steps involved in logging into CharityTracker / Oasis Insight for the very first time
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

How to recover your password

If you have forgotten your password, this video will show you how to create a new password
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

How to add a Bulletin

Adding a bulletin is a simple way to instantly to communicate with your entire CharityTracker / Oasis Insight community
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

Working with Cases

This video with show you the different aspects of working with cases in CharityTracker / Oasis Insight
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

About the My Agency tab

Learn about the different sections of the My Agency tab, including creating reports
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

About the Agencies tab

Learn how to find other Agencies and Agents in CharityTracker
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

How to change your password

This video will walk you through the steps to change your password
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

Send a CharityTracker invitation

It's easy to send an automatic email inviting an organization to join your CharityTracker network
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago

About the Admin tab

This video covers each section of the Admin tab.
Isaac Simon avatar
Written by Isaac Simon
Updated over a week ago