How we train charities to use the platform 🧡 🐾

Introduction

Digital tools are only as good as the people who use them. At TailsPal, our goal is not just to build a helpful platform for animal welfare, but to make sure charities and shelters can use it confidently and comfortably.

Why training matters

Many charities have deep expertise in animal care, but less experience with digital workflows such as listing animals, managing donations, or issuing donor reports. Training reduces errors, saves time, and improves donor confidence.

How we create materials

We design materials in a friendly, plain language with visual steps:

• Short focused videos that cover one task each.
• Annotated screenshots and GIFs for quick reference.
• Printable checklists for everyday workflows.

Training formats

We combine formats to match different needs:

• Introductory webinars for leadership and key staff.
• Live practical online sessions with demonstrations and Q&A.
• One-on-one consultations for specific needs.
• In-person workshops where feasible.

Implementation stages

1. Assessment: identify needs and appoint a platform lead.
2. Account setup and basic configuration with guided support.
3. Training of core users and a trial run.
4. Transition to regular operation with ongoing check-ins.

Practical tools and tips

• Appoint a single admin to coordinate the platform internally.
• Break training into small scenarios: animal profile, donation processing, reporting.
• Prepare message templates for donors and volunteers.
• Hold short weekly syncs (15–20 minutes) to share tips and issues.

Support after training

We provide:

• A support chat for quick questions.
• A searchable knowledge base with guides and videos.
• Option for a mentor from the TailsPal team during the first weeks.

Common challenges and how to overcome them

• Fear of the new system: start with simple wins and celebrate progress.
• Limited staff time: divide tasks among several people.
• Technical questions: quick access to support and a FAQs section.

Conclusion — partnership in practice

Training is an investment in the long-term capacity of charities. Our approach is practical, warm, and flexible: we adapt to each organisation's rhythm and stay alongside them as they grow more confident in using TailsPal to help animals.