Groupable|m2 HOW TO VIDEO PLAYLIST

https://www.youtube.com/playlist?list=PL6N3e50h4osLODRh-xpGPmHZv20RPNiTw 

Short focused videos demonstrating how to do various functions in the Groupable:m2 system.

If you have any questions about these videos please join us at a Training or Groupable:Live! Event this month (link to schedule). 

Updated Sept 2021 with Finances 2.0 materials

Series:

1. Getting Help

2. Rough Cuts: October 2020 Updated Intro

3. Find Members

4. Rough Cuts: m2 Member Screen Intro

5. Edit Contact Info

6. Add a Member Life-Cycle Event

7. Add a Contact/Member Photo

8. Add an Office Held History for a Member

9. Send Bulk Email, Print Labels, and Export Data

10. Managing Monthly Filings

11. Financial System Overview

12. Manage the Financial Chart of Accounts

13. First Time Dues Set Up

14. Set Up New Dues Year

15. Charitable Donation Solicitation

16. Record Member and Non-Member Payments

17. Accepting Credit Cards on m2 and OLP

18. Edit Dues

19. Remit/Forgive a Member’s Dues

20. How to Handle a Bounced Check

21. Record a Funds Transfer (Cash to Treasurer)

22. Tracking Expenses