Prepare your association records.
Use practical guidance to gather the information your workspace will need.
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A focused workspace for member management, meetings, finances, communication, and governance.
Get Started
A focused workspace for member management, meetings, finances, communication, and governance.
Get Started
Create the workspace, add members, and set roles for daily association work.
Gather the member details and association information your team needs to begin.
Register the association and complete the essential information for its workspace.
Add the people, profiles, and membership status that give the workspace its foundation.
Give the people who carry the work access that reflects their association role.
Set the foundation
Start with clear information, then give the right people the right association responsibilities.
Complete the association details, prepare the member structure, and decide who will be responsible for the records that need regular attention. This creates a sound starting point for the work ahead.
After setup, add the records and workflows your team needs first, then expand the workspace as association activity grows.
Explore the platform
Once the foundation is in place, officers can keep association information, financial activity, meeting outcomes, and supporting material in the context needed for the next step.
Keep profiles, membership status, and association participation organized.
Explore membersRecord dues, contributions, payment evidence, and financial activity for review.
Explore financePlan meetings, record attendance and minutes, then keep decisions ready to follow through.
Explore meetings
Start the workspace, then use detailed guidance whenever your team needs it.
Use practical guidance to gather the information your workspace will need.
Open tutorials
Find detailed support for organizing member information and status records.
Open tutorials
Use tutorials to build confidence as new responsibilities come into the workspace.
Open tutorials