Frequently Asked Questions
Yes. Mitzvah Organizer works on any device with a web browser and an internet connection.
No. Once you purchase Mitzvah Organizer, you will have access to it forever.
Yes. You will be able to import as many Excel files as you like. Acceptable formatting is one guest per row, with a title row optional. Information in the Excel worksheet must begin in the very top row.
Minimum required columns are First and Last names. Optional columns include street address, city, state, zip, country, salutation, phone, and email.
Minimum required columns are First and Last names. Optional columns include street address, city, state, zip, country, salutation, phone, and email.
Chances are you have some data in your Excel file that is either all the way at the bottom or all the way to the right and out of view.
Please copy just the data you are trying to import into a new Excel file and use the new file instead. Also, please make sure data starts in the very first row and you have no blank rows between rows of data.
Please copy just the data you are trying to import into a new Excel file and use the new file instead. Also, please make sure data starts in the very first row and you have no blank rows between rows of data.
- Click "Forgot Password".
- Enter your email that is tied to your Mitzvah Organizer account and click "Next".
- Answer the security question that you provided when you signed up and click "Submit".
You will receive an email within 15-30 minutes with a link to continue the reset process.
Click the link in the email, re-enter your security answer to confirm, and enter your new password.
If you don't receive the email, please check your spam folder / settings.
- Enter your email that is tied to your Mitzvah Organizer account and click "Next".
- Answer the security question that you provided when you signed up and click "Submit".
You will receive an email within 15-30 minutes with a link to continue the reset process.
Click the link in the email, re-enter your security answer to confirm, and enter your new password.
If you don't receive the email, please check your spam folder / settings.
The password is not doubling up. It is encrypted on the fly for your security before it gets transmitted over the internet and that is what you are seeing. This is normal behavior.
Please make sure to define your event first.
Top Menu --> My Information --> Bar/Bat Mitzvah List.
If no events are listed, click "Add New" and fill out information on the various tabs.
Top Menu --> My Information --> Bar/Bat Mitzvah List.
If no events are listed, click "Add New" and fill out information on the various tabs.
Please make sure to have at least one event venue defined.
Top menu --> My Information --> Bar/Bat Mitzvah Edit.
Please fill in "Event" and "Venue" fields for at least one of the five available tabs (Temple, Main, Kids, Brunch, Dinner).
Top menu --> My Information --> Bar/Bat Mitzvah Edit.
Please fill in "Event" and "Venue" fields for at least one of the five available tabs (Temple, Main, Kids, Brunch, Dinner).
Information in large complex worksheets is saved automatically as you enter it to prevent any data loss in case your internet connection is interrupted. Single record entry forms require clicking the Save button.
Top Menu --> Guests --> Invitations.
Select which guests are invited to which events.
Check the "Send Invitation" box for those guests who will be receiving invitations (usually one per family / primary guest).
Select the appropriate format type for each invitation to be sent and customize if necessary.
To create an Excel file, click the "Excel" button and send the resulting file to your calligrapher / print shop.
You can also click "Reports" in the upper left corner just below the menu and click "Invitation Address Proofs" to create a MS-Word or PDF file or "Invitation Address Labels" to create a label-formatted PDF file instead of Excel.
Select which guests are invited to which events.
Check the "Send Invitation" box for those guests who will be receiving invitations (usually one per family / primary guest).
Select the appropriate format type for each invitation to be sent and customize if necessary.
To create an Excel file, click the "Excel" button and send the resulting file to your calligrapher / print shop.
You can also click "Reports" in the upper left corner just below the menu and click "Invitation Address Proofs" to create a MS-Word or PDF file or "Invitation Address Labels" to create a label-formatted PDF file instead of Excel.
Yes. Please click the "Excel" button to create a raw data file from whichever worksheet you are using (Invitations, Favors, Placecards, Gifts). You can use the resulting Excel file together with Microsoft Word to create a custom Mail Merge to print labels or envelopes.
To get a list of ALL guests:
Top Menu --> Guests --> Guest List.
Click the "Excel" button to get a complete data file of all your guests.
To get a list for Invitations:
Top Menu --> Guests --> Invitations.
Select which guests are invited to which events.
Check the "Send Invitation" box for those guests who will be receiving invitations (usually one per family / primary guest).
Select the appropriate format type for each invitation to be sent and customize if necessary.
To create an Excel file, click the "Excel" button and send the resulting file to your calligrapher / print shop.
You can also click "Reports" in the upper left corner just below the menu and click "Invitation Address Proofs" to create a MS-Word or PDF file or "Invitation Address Labels" to create a label-formatted PDF file instead of Excel.
Top Menu --> Guests --> Guest List.
Click the "Excel" button to get a complete data file of all your guests.
To get a list for Invitations:
Top Menu --> Guests --> Invitations.
Select which guests are invited to which events.
Check the "Send Invitation" box for those guests who will be receiving invitations (usually one per family / primary guest).
Select the appropriate format type for each invitation to be sent and customize if necessary.
To create an Excel file, click the "Excel" button and send the resulting file to your calligrapher / print shop.
You can also click "Reports" in the upper left corner just below the menu and click "Invitation Address Proofs" to create a MS-Word or PDF file or "Invitation Address Labels" to create a label-formatted PDF file instead of Excel.
Yes. The following reports allow filtering by Adults only, Children only, or All Guests:
- Invited and status for each event.
- List of who is coming for each event.
- Invited and status for each event.
- List of who is coming for each event.
Please make sure that the category AND event venue selected for the vendor are the same as the line item in the budget.
Also, please check the "Hired" box for each proposal that should be included (Proposals tab in the Vendor record).
Also, please check the "Hired" box for each proposal that should be included (Proposals tab in the Vendor record).
Yes. You can create your own custom lists in Excel. Click the "Excel" button anywhere you see it to get a raw data file of information related to the specific page you are on. You will then be able to further sort and filter the data in Excel.
Log in to your account. Top menu -> My Information -> Bar/Bat Mitzvah List, then click Add New. You will be taken to an order form to purchase an additional event.
Coupon codes for the main event do not apply to additional event purchases. Additional events are already discounted for existing customers.
