Groupable|Live! Training Schedule

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

We invite you to join us this month for our live training sessions! Attend our Daytime Office Hours or our Groupable Membership and Financial Management sessions, available in both daytime and evening slots.

SPECIAL SUMMER 2024 ANNOUNCEMENTS

Introducing our New Processor: Stripe!

WePay Payments (JPMorgan Chase Manhattan Bank) shuts down at the end of August (more information). Groupable is committed to providing the tools that best streamline your operations.

To continue accepting online payments beyond August, you must switch to our new, upgraded processing solution when it goes live.

Why:

• WePay will discontinue its services on August 31, 2024.
• Stripe Payments allows greater flexibility in making dues & other payments
• Lower payment processing rates compared to PayPal
• Streamlined signup for Local Groups – never leave the Groupable platform
• 24/7 Payment Support.
• More advanced payment options are coming!

Click here for onboarding instructions.

NO ACTION TODAY. ONBOARDING BEGINS SOON. WATCH YOUR EMAIL FOR ANNOUNCEMENTS. 

Introducing Our Next-Gen Member Portal: groupable|connect!

Bringing the OLP Member Portal into the groupable ecosystem with an intuitive user experience compatible with the new Stripe Payments.

For your members:

• Easier to use 

• Smooth transition—log into OLP, and we'll provide the login link to the new Member Portal!

• Your username and password come securely from OLP

• Easier account creation/login/recovery

• Greater flexibility and control over notifications & contact preferences

• Enhanced Online Payments for Dues & Donations

• Expanded "My Membership" view! Upload Member Photos!

• Cleaner, more modern look

• Always looking to better serve our clients and users.

For your officers:

• All of the above benefits PLUS

• Use your groupable|m2 username/password for member portal AND groupable|m2

• Immediate sync with groupable|m2 database

• All historic OLP data ported into groupable|connect

• Easier for Local, District, and Group Webmasters to post News, Events, and Files

• Advanced District/Group Webmaster tools to support Local Webmasters

• No changes to Groupable|m2 restricted access

What you need to do:

• • Nothing! Once groupable|connect is enabled for your group, when you log into OLP, we'll provide the login link to the new Member Portal, which can also be accessed by your group's groupable|m2 site.

2024 Training Schedule

All sessions are in EASTERN TIME.
Registration is required.

Types of Training:
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). 

SECRETARY/OFFICER TRAINING (1-hour block): See the agendas in the schedule below. 

September 2024

Secretary Training: Setting up Dues for 2024 (Register)
Every Tuesday in September 2023, 6:30 pm EDT, 5:30 pm CDT
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, September 11th, 1-3:00 pm EDT, 12-2:00 pm CDT
Come ready to screen share and get your questions answered!

Secretary Training: Groupable Member Management (Register)
Thursday, September 12th, 1:00 pm EDT, 12:00 pm CDT
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 12th, 7:00 pm EDT, 6:00 pm CDT
Learn how to add members, change their status, add or edit contact information, and other biographical data.

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

Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, September 26th, 1:00 pm EDT, 12:00 pm CDT 
You will learn how to streamline financial record-keeping for your local group. We also detail why Groupable Finances will help you and your local community decrease NPD rates.

Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, September 26th, 7:00 pm EDT, 6:00 pm CDT
You will learn how to streamline financial record-keeping for your local group. We also detail why Groupable Finances will help you and your local community decrease NPD rates.

October 2024

Groupable Office Hours (Register)
Wednesday, October 9th, 1-3:00 pm EDT, 12-2:00 pm CDT
Come ready to screen share and get your questions answered!

Secretary Training: Groupable Member Management (Register)
Thursday, October 10th, 1:00 pm EDT, 12:00 pm CDT
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 10th, 7:00 pm EDT, 6:00 pm CDT
Learn how to add members, change their status, add or edit contact information, and other biographical data.

Groupable Office Hours (Register)
Wednesday, October 23rd, 1-3:00 pm EDT, 12-2:00 pm CDT
Come ready to screen share and get your questions answered!

Secretary & Treasurer Training: Groupable Finances (Register)
Wednesday, October 23rd, 7:00 pm EDT, 6:00 pm CDT
You will learn how to streamline financial record-keeping for your local group. We also detail why Groupable Finances will help you and your local community decrease NPD rates.

Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, October 24th, 1:00 pm EDT, 12:00 pm CDT 
You will learn how to streamline financial record-keeping for your local group. We also detail why Groupable Finances will help you and your local community decrease NPD rates.

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 provide an excellent overview of the most commonly used features of membership management, communications, and financial and dues features.

Join us at our Groupable:Live or Office Hours when you have an in-depth question! 

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!
• 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|connect MEMBER PORTAL: Learn all about our new member portal (FALL 2024)
• 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.
• 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