Groupable|Live! Training Schedule

Dear Secretaries, Local and District Officers, Staff, and Grand Line Officers,

Please join us this month for our Saturday training, Daytime Office Hours, and Groupable: Live! Sessions (both daytime and evening sessions available). 

2023 Training Schedule

All sessions are in EASTERN TIME—registration is required.

OFFICE HOURS (2-hour block): Come with any support questions that require live assistance (you have submitted a support ticket and need a screen share). 

GROUPABLE LIVES (1-hour block): Come for a presentation on a topic, guest speakers, or join us for an AMA (Ask Me Anything).

SECRETARY/OFFICER TRAINING (90-minute block): See the agendas in the schedule below. 

September 2023

Secretary Training: Setting up Dues for 2024 (Register)
Every Tuesday in September 2023, 6:30 pm EST, 5:30 pm CST
Learn how to set up dues for the first time OR set up dues for a new year. Quick and easy instructions to learn how to set up your annual receivables and send dues bills.Groupable Office Hours (Register)

Groupable Office Hours (Register)
Wednesday, September 27th, 1-3:00 pm EST, 12-2:00 pm CST
Come ready to screen share and get your questions answered!

Secretary Training: Groupable Member Management (Register)
Thursday, September 28th, 1:00 pm EST, 12:00 pm CST
Learn how to add members, change their status, add or edit contact information and other biographical data.

Secretary Training: Groupable Member Management (Register)
Thursday, September 28th, 7:00 pm EST, 6:00 pm CST
Learn how to add members, change their status, add or edit contact information and other biographical data.

October 2023

Secretary Training: Setting up WePay/Autopay for 2024 (Register)
Tuesday, October 3rd, 1:00 pm EST, 12:00 pm CST
Learn how to set up WePay, the benefits of Autopay, and how to lower your NPD rates.

Secretary Training: Setting up Dues for 2024 (Register)
Tuesday, October 10th, 1:00 pm EST, 12:00 pm CST
Learn how to set up dues for the first time OR set up dues for a new year. Quick and easy instructions to learn how to set up your annual receivables and send dues bills.

Groupable Office Hours (Register)
Wednesday, October 11th, 1-3:00 pm EST, 12-2:00 pm CST
Come ready to screen share and get your questions answered!

Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, October 12th, 1:00 pm EST, 12:00 pm CST
You will learn how to streamline financial record-keeping for your local group. And we detail why Groupable Finances will help you and your local decrease NPD rates.

Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, October 12th, 7:00 pm EST, 6:00 pm CST
You will learn how to streamline financial record-keeping for your local group. And we detail why Groupable Finances will help you and your local decrease NPD rates.

Secretary Training: Setting up WePay/Autopay for 2024 (Register)
Tuesday, October 17th, 1:00 pm EST, 12:00 pm CST
Learn how to set up WePay, the benefits of Autopay, and how to lower your NPD rates.

Secretary Training: Setting up Dues for 2024 (Register)
Tuesday, October 24th, 1:00 pm EST, 12:00 pm CST
Learn how to set up dues for the first time OR set up dues for a new year. Quick and easy instructions to learn how to set up your annual receivables and send dues bills.

Groupable Office Hours (Register)
Wednesday, October 25th, 1-3:00 pm EST, 12-2:00 pm CST
Come ready to screen share and get your questions answered!

Secretary Training: Groupable Member Management (Register)
Thursday, October 26th, 1:00 pm EST, 12:00 pm CST
Learn how to add members, change their status, add or edit contact information and other biographical data.

Secretary Training: Groupable Member Management (Register)
Thursday, October 26th, 7:00 pm EST, 6:00 pm CST
Learn how to add members, change their status, add or edit contact information and other biographical data.

Prefer to watch on your own time?

24/7 Instructional Training Videos

• New: Groupable Finances 2.0 Playlist (click for link)
• Groupable How To Playlist (click for link)  covers the agenda from Secretary Membership and Financials Training sessions.

Training Agendas:

Secretary Membership Management Training Agenda:

• Creating your groupable|m2 account
• Account Management
• Getting Help inside m2
• Finding Members
• Adding a Member
• The Member Screen
  • Edit Contact Info
  • Add a Member Event
• Invite additional users to m2 and OLP (assistant secretary; webmaster)

Secretary Financial Management Training Agenda:

• Overview: What is a Financial Controls System?
• Manage the Financial Chart of Accounts
• First Time Dues Set Up
• Set Up New Dues Year
• Charitable Donation Solicitation
• Record Member and Non-Member Payments
• Where to get instructions to set up Groupable Payments (credit cards)
• Edit Dues/Bulk Edit Dues
• Record a Fund Transfer (Cash to Treasurer)
• Tracking Expenses
• Invite additional users to m2 and OLP (treasurer)

Communications & Member Engagement Training Agenda:

This training is for all Local, District, and Parent Group Officers and Webmasters.

• Reducing costs of mailings, increased engagement
• Replacement for ad hoc websites, mailing lists or MailChimp mailings, gCal, text messaging, and Facebook pages.
• Create your account
• Email and other Mailings in groupable|m2
• Weekly Updates
• OLP Public Sites, Member Portal, and App
• Calendars & Events
• Announcements & Reminders
• RSVP, comments, messaging
• Impact of Regular Communications
• Add OLP Webmasters
• Invite your membership to create OLP accounts

These Training Sessions are an excellent overview of the most commonly used features of membership management, communications, and financial and dues features.

Join us at our Groupable: Live when you have an in-depth question! AMA Sessions where we can dive into specific topics and questions.

Past and Current Groupable: Live! Session Topics:

(Click the link for more details about these topics.)

• AMA (Ask Me Anything): Come with your post-training questions after getting some hands-on practice!
• AUTOPAY: Accept auto-renewal payments and installments
• DISTRICT USERS: Using groupable|m2 and OLP as a District Officer
• FRESH START: How to clean up historical entries and close prior budget periods so you can make meaning of your financials.
• GROUPABLE PAYMENTS: Info Session or Setup Instructions. Increase your renewal rates. Get your Groupable Payments WePay account active to turn on AutoPay and accept installment payments ASAP!
• GROUPABLE ROADMAP: Learn about upcoming product development plans.
• INCREASING MEMBER RENEWALS: Multiple ways to slow "churn" or retain and engage your membership.
• OLP WEBMASTER: Using OLP as a Webmaster (for local, district, and grand line users)
• SEASONAL TRAININGS: (end of year, dues season, and more)
• Any other questions about Groupable|m2 and OLP are answered live.

We look forward to seeing you Live!

Sincerely,

The Groupable Team