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Getting Started

6

Account Settings: Organization Settings
Website: Web Pages
Website: Website Menus
Account Settings: Personalize the Dashboard
Website: Website Menus – Mobile
Getting Started Checklist

Account Settings

6

Account Settings: Organization Settings
Account Settings: Personalize the Dashboard
Account Settings: Update your account main contact
Account Settings: Adding Administrators
Account Settings: Updating Billing Email Address
Account Settings: Back to School Guide

Registration - Requires Shared plan or higher

6

Registration: Customize Registration Page
Registration: Top 7 Ways to Improve Member Registration
Registration: How to Close Registration
Registration: Create a custom registration form
Registration: What the registration process looks like to a member
Registration: Build a custom Registration process

Members - Requires Shared plan or higher

9

Members: User Roles
Members: Profile Tabs
Members: Profile Fields
Members: Exporting Contacts
Importance of a Clean Database
Members: How to Create Print Grade or Classroom Lists
Members: How to Change a Username
Members: Importing and Creating Contacts
Members: Graduating Families

Messenger - Requires Shared plan or higher

10

Messenger: Why Are Emails Going to Spam?
Messenger: Lists
Messenger: Subscription Forms
Messenger: Understanding Messenger
Messenger: Importing Subscribers
Messenger: Personalize your emails
Messenger: How to forward successful subscribers
Messenger: Remove User from an Email List
Messenger: Add User to an Email List
Messenger: Creating Your First Email

Sign Ups - Requires Shared plan or higher

12

Sign Ups: Getting Started
Sign Ups: Create your first sign up
Sign Ups: Tasks/Slots
Sign Ups: Managing Volunteers
Sign Ups: Export Reports
Sign Ups: Display sign ups on Sign Ups Listing page
Sign Ups: Review system emails
Sign Ups: Sign up not appearing on front-end
Sign Ups: Set plugin administrators
Sign Ups: Customize the display scheme
Sign Ups: Create system pages with a shortcode
Sign Ups: Tips to Increase Volunteer Support and Retention

Project Notebooks - Requires Shared plan or higher

21

Project Notebooks: Getting Started
Project Notebooks: Create your first notebook
Project Notebooks: Set plugin administrators
Project Notebooks: Review system emails
Project Notebooks: Create system pages with a shortcode
Project Notebooks: Customize the display scheme
Project Notebooks: Display project on Project Listing page
Project Notebooks: Edit a notebook
Project Notebooks: Archive a notebook
Project Notebooks: Delete a notebook
Project Notebooks: Publish a notebook
Project Notebooks: Display meeting minutes on the website
Project Notebooks: Create tasks
Project Notebooks: Create meeting minutes
Project Notebooks: Create a project budget
Project Notebooks: Create a kanban board
Project Notebooks: Turn on project administrator requests
Project Notebooks: Approve project administrator requests
Project Notebooks: Hide or show notebook sections on front-end
Project Notebooks: Duplicate a notebook
Project Notebooks: Understanding Project Notebooks

Website

9

Website: What is a shortcode?
Website: Web Pages
Website: Website Menus
Website: Placing Shortcode
Website: Add a Google Calendar to Your Website
Website: Website Menus – Mobile
Understanding Cache – Why Can’t I See My Changes?
Troubleshooting: How to fix a 404 page error
Website: Set up your DNS to map your domain

News Articles

5

News Articles: Intro
News Articles: Posts module
News Articles: Posts Carousel module
News Articles: Posts Slider module
News Articles: Posts, Posts Carousel, and Posts Slider modules examples

Troubleshooting

6

Messenger: Why Are Emails Going to Spam?
Sign Ups: Sign up not appearing on front-end
Troubleshooting: Admin getting “You do not have sufficient permissions” message
Understanding Cache – Why Can’t I See My Changes?
Report a bug
Troubleshooting: How to fix a 404 page error

Fundraisers

12

Fundraisers: Review system emails
Fundraisers: Exporting Orders
Fundraisers: How to reconcile orders with Stripe
Fundraisers: Make a Test Payment
Fundraisers: Order Status
Fundraisers: Create your first fundraiser
Fundraisers: Customize the display scheme
Fundraisers: Create system pages with a shortcode
Fundraisers: Display fundraisers on Fundraiser Listing page
Fundraisers: Set plugin administrators
Fundraisers: Getting Started
Fundraisers: Sell Memberships

Stripe

6

Stripe: How to set deposit interval
Stripe: How to process a refund
Stripe: Find my Client ID
Stripe: How to enable Connect on your account
Stripe: How to connect your fundraiser to Stripe
Stripe: Find my API Keys

Home
Knowledge Base
Getting Started
Getting Started Checklist

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Getting Started Checklist

Confirm Organization Settings
Importing and Creating Members
Manage and Assign User Roles
Review Email and Newsletter Subscription Lists
Importing Email and Newsletter Subscribers
Review Web Pages
Review Site Menus
Begin creating Sign Ups, Stores, Fundraisers, Notebooks, Directories or Send an Email

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Updated on April 25, 2024

Website: Website Menus – Mobile

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