Community Education

Record a MoneyMates course
To log a Community Education course, click the Community Education link at the top of the screen.   .     Here you will see a list of Community Educat...
Tue, 12 May, 2020 at 4:42 PM
Delete a MoneyMates course
So you need to delete a course that was logged.   To delete a MoneyMates course, click the MoneyMates link at the top of the screen.         Here y...
Tue, 12 May, 2020 at 4:43 PM
Add attendees to a Community Education course
In order to add attendees to a Community Education course, you first need to Record a Community Education course in Client Voices.   First thing’s first, ...
Tue, 12 May, 2020 at 5:03 PM
Turn course attendee into a financial mentoring client
When you add a new attendee to a Community Education course, Client Voices uses the small amount of information you’ve entered for that person to create a c...
Tue, 12 May, 2020 at 5:22 PM
Video: Add a Community Education or MoneyMates course
Thu, 18 Jun, 2020 at 2:24 PM