MitzvahManager

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How MitzvahManager Works

How MitzvahManager Works

MitzvahManager plans and tracks B'nai Mitzvah preparation: each student's ceremony date, what they read, who teaches them and who attends their ceremony.

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The year at a glance

Each step happens on its own page:

  • Service Schedules set when your community gathers, such as Shabbat morning. Ceremonies are placed on their dates.
  • Students are added with their Programs, which set their milestones and readings.
  • On Ceremonies, Plan Mode places students on dates, and Suggest Dates proposes dates for students who need one. A date you pencil in is Penciled: it is held, and the family has not been told.
  • Confirm Ceremony sets the date. The family's calendar event and reminder turn on, and the ceremony appears on your organization's calendar.
  • Each student has a primary tutor and any other staff they need. Each ceremony has the people its schedule asks for. View Coverage on Ceremonies shows who is still needed.
  • Prepare Service builds the ceremony's Service from the schedule's date, its Service Template and the student's passages.
  • Tutors book lessons, assign practice and record how each lesson went.
  • After the ceremony, Wrap Up completes the student and keeps their record.

Confirming sets only the date. Staff, the Program and the Service each have their own step, and the confirm dialog shows the status of each.

Where to start

Continue setup in the sidebar opens Set Up MitzvahManager, which lists each step and links to the page where you do it. Three steps are required: Set Your Time Zone, Add a Service Schedule and Add Your Students. You can skip the rest and do steps in any order, unless a step waits on another. A step that waits shows what it needs, such as Needs a subscription, with a link to that step. Adding students, planning ceremony dates and turning on automation need a MitzvahManager subscription. You can set up most of Settings, your Programs and your Service Templates before you subscribe.

What needs you

Each student's page lists what they are waiting on under Needs you, such as a date to choose or confirm, an unanswered consent form or a Service to prepare. Each item has one owner and one action. The Students page shows how many students need you.

Automation

In Settings under Ceremonies, the Automation tab has two switches. Suggest coverage suggests staff for each ceremony; suggestions show dashed on the ceremony calendar until you confirm them. Prepare Services automatically prepares each confirmed ceremony's Service on the morning its preparation timing sets: your organization's, or its Program's own. Automation uses your time zone, schedules and their coverage, what a bar or bat mitzvah reads and when Services are prepared, who reads named readings, and who holds which Staff Role. Setup asks you to set or skip each of these first.

Who does what

Administrators set things up, add students and change their standing. Tutors and other staff see the students they are assigned to. Manage Student Data opens every student to someone who is not an administrator, and Manage Ceremony Schedule opens Ceremonies. Guardians follow their student's lessons, assignments and practice from My Students.

Frequently asked questions

Do I have to finish setup before using MitzvahManager?

No. You need the three required steps and a subscription to plan ceremony dates. A skipped step stays on the setup list and still links to its page.

Can a ceremony be on a date that is not on a schedule?

Yes. Choose Another date and time.

Does a family hear about a penciled date?

No. Their calendar event and reminder start when you confirm the date.

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