Video Tutorials

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Account Creation

Account Creation

Account Creation

How to Create My Account?

This video shows how fast and easy it is to create a Parachute360 account and to start bulletproofing your business for growth and emergency in 30 seconds or less!

Page Instructions

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Using the Processes Section

How do I record my processes?

Processes are a series of steps – and within each step there are specific tasks. You can easily record each step and task in Parachute360.

For example: Processes may include payroll, new client intake, purchasing, manufacturing related processes, marketing related processes, and so many more. Already have your processes written in a document? Upload that document in the Files section and attach it to a process record. Or i)simply transcribe your process documents into Parachute and ii) link the process to other parts of your business to which it is connected (ie connect your payroll process record to your Quickbooks account record).

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Using the Plans Section

What information should be added to the Plans section?

Input information for any plans that your company may have. These plans may have a beginning and end (such as a 1-year business plan) or be long standing (such as a disaster recovery plan).

For example: You may have contingency plans, sales plans, marketing plans, budgeting plans, business plans, etc. Be sure to provide a lot of detail about the plan in the “description” field to make your search function as powerful as possible (they are connected!).

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Using the Accounts Section

What information should be added to the Accounts section?

Input information for any account for which you have an account number and/or an online login so that the information required to access to the accounts is securely recorded.

For example: Accounts may include your utility account, payroll, CRM (ie Salesforce), marketing systems (ie Hubspot), banking, credit cards, other software vendors, etc. Link the account records that you create to the other parts of your business that they connect to – such as connect your payroll account to your payroll process and to the record of your bookkeeper.

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Using the Files Section

What type of files can I upload?

You can upload any file type including .mp4 videos, .pdf, .jpg, .doc, .xls, etc.

For example: You can upload any training videos or documents that you have already created and connect those files to the parts of your business that they refer to.

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Using the People Section

What information should be added to the People section?

Input key information about employees, advisors, family members, investors and anyone that currently or in the future may play a key role in your business.

For example: Add contact and relationship information about any person that is key to your business, such as your spouse, head of sales, attorney, etc. Link the records that you create to other parts of your busines such as vendors, accounts, or other parts of your business that the person may be connected to.

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Using the Customers Section

What information should be added to the Customers section?

Input key information about your most important customers.

For example: Add contact and relationship information about any company or individual that purchases product or services from you and that makes up a significant portion of your current or future sales. Link the customer records that you create to other parts of your business such as an account record where you may have your CRM account and login information, or to a person such as a sales manager.

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Using the Vendors Section

What information should be added to the Vendors section?

Input key information about any company or individual from whom you purchase goods or services.

For example: Add contact and relationship information about any company or individual that that sells you raw materials, inventory, repair services, legal services, accounting services, etc, and link the vendor records that you create to product records and other parts of your business such as purchasing insights.

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Using the Liabilities Section

What is a liability?

A liability is money owed.

For example: Debt payment to a bank, a vehicle loan, a mortgage, taxes or wages owed. Accounts payable are also liabilities.

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Products/Services Section

What information should be added to the Products section?

Input key information about any anything that you sell – whether a physical product or service.

For example: Add descriptive information about any product or service that you sell including price points and margins, and link the product records that you create to your vendor and customer records.

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Adding My First Page

Adding your First Page to Parachute360

This tutorial walks you through how fast and easy it is to create your first page in any Parachute360 section.

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Using the My Parachute Section

How do I use the My Parachute section?

The My Parachute section is your business contingency plan that details exactly what needs to be done to stabilize your business in case of emergency or disruption.

For example: What actions need to be taken to keep revenue flowing in? What customers need to be contacted? Which employees should be engaged and when? What internal initiatives must be continued? Take some time to contemplate what makes your business tick and record the actions required to make sure those tasks get completed in the My Parachute section.

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Using the My Business Section

What information should be added to the My Business section?

The “My Business” is where you record all of your most commonly accessed business information such as your EIN number, owner information, and corporate documents.

Did you know? You can customize any page in your Parachute account including the “My Business” page? Add any important information to the page by using the Custom Properties section.

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Using the Insights Section

What is an Insight?

An Insight is any detail of your business that someone may need to know that is not captured or detailed elsewhere in the platform.

For example: An Insight may include mission and culture related information, company strengths, weaknesses, opportunities and threats, financial considerations, alarm codes, location of truck keys – anything information at all that requires a “deep dive” and needs to live outside of people’s heads!

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Using the Assets Section

What is an asset?

An asset is anything that you own and has value!

For example: Real estate, vehicles, equipment, & inventory. Intellectual property like patents and your accounts receivable are also assets.

Product Features

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Uploading Videos to Parachute360

Upload your own instructional videos

In this video we show you how to upload your own instructional videos to your Parachute360 account and how to connect those videos to other records in your account.

For example, you can take a quick video describing or demonstrating your payroll process - and then you can connect that video to the "Payroll Process" record in your Parachute account so that a visual instruction on how to run your payroll process can be shared with those with access to your Parachute360 account.

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Rapid Import Tool

Import Tool

This video shows you how to use the Parachute360 rapid import tool, the easiest way to rapidly populate your Parachute account.

With this tool you can create records at your leisure using our excel template and with one click upload these records to populate your Parachute Plan, providing you with a robust business continuity platform and knowledge sharing platform with just 1 click!

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Deleting Records in Parachute360

Deleting a record

In this video we show you how to delete a record from your Parachute360 account.

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Features of the Settings Section

What’s is in the Settings section?

The Settings section is where you can see all of your account information, invite others to view and participate in building your Parachute account, download our rapid import spreadsheet, and more.

Did you know? You can upgrade your account level in the Settings section. With a paid account you can invite others to view and participate in building your Parachute account.

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“Who Can See This” security feature

Who Can See This?

In this video we walk through the "Who Can See This" feature which allows you to completely hide pages of your Parachute Plan from viewers depending on their permission level.

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Using the Top Navigation Icons

Top Navigation

In this video we walk you through the help, favorites, and messages icons on the top navigation, as well as our search function.

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Search Function

Using the Search Function

This video shows you how to populate and use the search function. With Parachute360 you have a personal and powerful search engine for your business!

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Features of Parachute360 Platform

An Overview of the features of Parachute360 Platform.

This short video introduces you to the power and features of Parachute360.