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Getting Started

12

Report a bug
Getting Started Checklist
Account Settings: Organization Settings
Account Settings: Personalize the Dashboard
Account Settings: Back to School Guide
Website: Website Menus
Website: Website Menus – Mobile
Website: Web Pages
Members: User Roles
Members: Importing and Creating Contacts
Account Settings: Adding Administrators
Messenger: Lists

Account Settings

7

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

Registration

7

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

Members

10

Report a bug
Members: How to Change a Username
Account Settings: Adding Administrators
Importance of a Clean Database
Members: Profile Tabs
Members: Profile Fields
Members: User Roles
Members: Importing and Creating Contacts
Members: Exporting Contacts
Members: How to Create Print Grade or Classroom Lists

Messenger

11

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

Sign Ups

12

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

Project Notebooks

22

Report a bug
Project Notebooks: Understanding Project Notebooks
Project Notebooks: Getting Started
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: Create your first notebook
Project Notebooks: Display project on Project Listing page
Project Notebooks: Approve project administrator requests
Project Notebooks: Turn on project administrator requests
Project Notebooks: Create a kanban board
Project Notebooks: Create a project budget
Project Notebooks: Create meeting minutes
Project Notebooks: Create tasks
Project Notebooks: Display meeting minutes on the website
Project Notebooks: Publish a notebook
Project Notebooks: Delete a notebook
Project Notebooks: Archive a notebook
Project Notebooks: Duplicate a notebook
Project Notebooks: Edit a notebook
Project Notebooks: Hide or show notebook sections on front-end

Website

9

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

News Articles

6

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
Report a bug

Fundraisers

12

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

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
Troubleshooting: How to fix a 404 page error
Report a bug
Understanding Cache – Why Can’t I See My Changes?

Stripe

5

Stripe: Find my Client ID
How to connect your fundraiser to Stripe
Stripe: How to enable Connect on your account
Stripe: How to set deposit interval
Report a bug

Home
Knowledge Base
Getting Started
Getting Started Checklist

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 July 22, 2023

Report a bug Account Settings: Organization Settings

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