CharityTracker and Oasis Insight Help Center
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Videos Tutorials
Videos Tutorials

Step-by-step video tutorials

Isaac Simon avatarKyle Minckler avatarJoey Yarber avatar
By Isaac and 2 others3 authors23 articles
Overview Video of the Events Feature
Video: Client Broadcasts / SMS Broadcast Feature
Video: Client Scheduling / Appointments Feature
Video: Kiosk Mode / Remote Client Intake
Modifying Outcomes Goals/Working In Admin Tab
How to use third party barcodes
Add Multiple Assistance Feature
How to log in for the first time
How to recover your password
How to add a Bulletin
Working with Cases
About the My Agency tab
About the Agencies tab
How to change your password
Send a CharityTracker invitation
About the Admin tab

CharityTracker / Oasis Insight - Plus Version


Plus - How to upload files
Plus - How to create a Request/Referral
Plus - How to use the Barcodes/ID features
Plus - How to set up your agency's services
Plus - How to use the Groups Feature
Plus - How to use Outcomes for your clients
Plus - Digital Signatures On ROI Tutorial
CharityTracker and Oasis Insight Help Center
  • Phone Support (M-F 8-5 Central) - 888.764.0633
  • support@charitytracker.net
  • support@oasisinsight.net
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