Calendars display your organization’s events—from simple non-recurring meetings to elaborate galas, fundraisers or other special gatherings—and provide an interactive way for members to sign up for those occasions that require registration.
Committees help delegate important strategic and administrative aspects of your organization’s business. Add and maintain your committees from your organization’s website. Through the Committees feature, members with administrative credentials can create an unlimited number of committees, assign leaders, and create unlimited leadership positions for each committee. Committee setups can allow members to join automatically, require … Read more
The “Documents” area of your website stores essential files, including rules or covenants, meeting minutes, bylaws, images, and more, all within an unlimited series of folders and subfolders that you create and name. Members with administrative access can secure individual documents or folders so only those people with specific credentials can access these items. Administrators … Read more
Create a calendar entry to add simple non-recurring events to your organization’s calendar. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Calendars” tab. In the “CALENDARS” window that opens, locate the desired calendar name in the list. In the “ACTIONS” column, click on … Read more
Organize your files within folders that you create and name. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the “New Folder” button to create a folder. In the “CREATE NEW FOLDER” window that … Read more
Individual calendars can feature specific types of events or whatever you decide to include on them. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Calendars” tab. In the “CALENDARS” window that opens, click on the “+ Add New Calendar” button at the top … Read more
Create a new committee to handle new responsibilities or oversee a new project. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Committees” tab. In the “COMMITTEES” window that opens, click on the “+New Committee” button at the top right. In the “COMMITTEE CREATION” … Read more
After you create a calendar to display specific types of events, create a Calendar page on your website and add the calendar to it so members can see and respond to it. To learn how to create a new calendar, see the “Create a New Calendar” section of the “Calendars” instructions. Be sure to activate … Read more
Deactivated calendars remain accessible only through the “Calendars” feature of the Admin dashboard. They are unavailable to connect to Calendar-template website pages. (For instructions on how to create, edit, delete, or search for calendar entries, see the “Create a Calendar Entry,” “Edit a Calendar Entry,” “Delete a Calendar Entry,” and “Search for a Calendar Entry” … Read more
Delete a calendar entry to remove it from the calendar. Note that this step does not delete the calendar itself. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Calendars” tab. In the “CALENDARS” window that opens, locate the desired calendar name in the … Read more
When a folder contains more than one file, you can download multiple documents from the folder at the same time. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the name of a folder … Read more
Edit a calendar to change its name or its settings. (For instructions on how to create, edit, delete, or search for calendar entries, see the “Create a Calendar Entry,” “Edit a Calendar Entry,” “Delete a Calendar Entry,” and “Search for a Calendar Entry” sections of these instructions. For complete instructions on how to create new … Read more
Edit a calendar entry to change its settings. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Calendars” tab. In the “CALENDARS” window that opens, locate the desired calendar name in the list. In the “ACTIONS” column, click on the three-dots menu to open … Read more
Preview PDF documents and graphic files (including GIF, JPEG, and PNG formats) without the need to download the files first. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the “Preview File” icon (blue … Read more
After you create folders and upload files to your website, search for specific assets through the “DOCUMENTS” window. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click in the “search folders” box and type all … Read more
Find calendars by name with built-in search capabilities. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Calendars” tab. In the “CALENDARS” window that opens, type your search text in the “Search Calendars” box. To search for part of a name, enter only a … Read more
Use built-in search capabilities to locate a specific calendar entry. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Calendars” tab. In the “CALENDARS” window that opens, locate the desired calendar name in the list. In the “ACTIONS” column, click on the three-dots menu … Read more
View a calendar to see the event entries assigned to it. (For instructions on how to create, edit, delete, or search for calendar entries, see the “Create a Calendar Entry,” “Edit a Calendar Entry,” “Delete a Calendar Entry,” and “Search for a Calendar Entry” sections of these instructions. For complete instructions on how to create … Read more
