Your path to using our tools with confidence
Findhelp Platform Training
Whether you’re new to Findhelp or looking for updated and refreshed resources, we are here to help. We offer both live, monthly online training sessions and on-demand resources to teach you how to use the Findhelp platform, from the site basics all the way to advanced analytics & reporting.
Start Here: Findhelp Fundamentals
Get up to speed quickly with the basics of searching, navigating, and making referrals. Choose the format that fits your busy schedule: monthly interactive live sessions or self-paced on-demand videos.
Findhelp Fundamentals
Getting Started
Learn about Findhelp, see core workflow demos, understand your role, and find out what to do next.
Findhelp Fundamentals
Searching for Programs
Learn how to use search filters and program cards to connect individuals to the resources they need.
Findhelp Fundamentals
Sending Referrals
Learn how to manage the full referral journey, including sending and tracking referrals.
Applied Learning Tracks
Completed Findhelp Fundamentals? Choose a specialized learning track tailored to your role and get the exact tools, strategies, and certifications you need to succeed.
Learning Track
Community-Based Organizations
Maximize your impact in the Findhelp network. Learn how to claim and optimize your program listings, streamline inbound referrals, and use case management tools to support your community.
Learning Track
Community Impact Leaders
Grow your network and deepen partner engagement. Learn the frameworks needed to manage a successful partnership strategy, scale CBO outreach, and onboard trusted referral networks.
Pre-requisite: Findhelp Fundamentals
Learning Track
Site Administrators
Take full control of your platform’s backend. Get a comprehensive guide to essential administration tools and key ownership responsibilities so you can manage your site with confidence.
Pre-requisite: Findhelp Fundamentals
Learning Track
Staff Training Leaders
Scale your platform rollout smoothly. Get the playbook on how to teach Findhelp effectively, customize your training assets, implement change management, and resolve user questions.
Pre-requisite: Findhelp Fundamentals
Elective Courses
Ready to expand your skills? These standalone modules let you dive deep into advanced tools like directory management and data analytics. Mix and match to build the training path you need.
Elective Course
Program Manager Tool
Manage your network in real time. Use the Program Manager tool to add and edit listings to keep your directory accurate.
Topics Covered
Findhelp listability guidelines
How to add and edit within the tool
The quality control process
Elective Course
Reporting & Analytics
Insights at your fingertips. Track search trends, monitor referrals, and measure performance to make smarter, data-driven decisions.
Topics Covered
Defining analytic terms
Analytics filters & downloading reports
Overview of available reports
Help & Support
Need quick answers or live guidance? Drop into our targeted office hours to get real-time support tailored to your specific role and organization.
ASK FINDHELP
Community-Based Organizations
Weekly on Tuesdays
ASK FINDHELP
Community Impact Leaders
Weekly on Thursdays
ASK FINDHELP
Customer Users & Site Admins
Weekly on Thursdays
ASK FINDHELP
Staff Training Leaders
Monthly on 3rd Monday