Getting Started

Module 1: Communal Initialization

• Module 1.1: Necessary Pre-Kickoff Meeting Steps
• Module 1.2: Creating Admins
• Module 1.3: Kickoff Meeting Overview
• Module 1.4: Knowledge Base Journey
• Module 1.5: Basic Set-Up

Module 2: Memberships

• Module 2.1: Base Membership Set-Up
• Module 2.2: Setting Up Membership Plans
• Module 2.3: Create Membership Card
• Module 2.4: How to Create a Welcome Email for New Members + Customize the Membership Card Email
• Module 2.5: How to Create a Custom Forms for your Membership
• Module 2.6: Set Up Tags to Capture New Members' Volunteering Interests

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Module 3: Donations

• Module 3.1: How to Set Up Donations

Module 4: Programs & Events

• Module 4.1: Creating your First Program or Event
• Module 4.2: Create a Custom form for your Program or Event
• Module 4.3: Additional Features and Settings

Module 5: Volunteering

• Module 5.1: How to Set Up a Volunteer Opportunity

Module 6: Facilities

• Module 6.1: Facilities Set-Up Part 1
• Module 6.2: Facilities Set-Up Part 2
• Module 6.3: Creating Your Custom Bookings Form

Module 7: Launch

• Module 7.1: Launch Steps
• Module 7.2: Post Launch Information