Groupable|Live! Training Schedule

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.

All times are Eastern (ET), with Central (CT) in parentheses. Registration is required for every session.

October 2026

Parent group only sessions

Open sessions

Groupable Office Hours · 2 hours

Come ready to screen share and get your questions answered!

• Wednesday, October 14, 1:00 to 3:00 PM ET (noon to 2:00 PM CT) · Register
• Wednesday, October 21, 1:00 to 3:00 PM ET (noon to 2:00 PM CT) · Register
• Wednesday, October 28, 1:00 to 3:00 PM ET (noon to 2:00 PM CT) · Register

Secretary & Treasurer Training: Groupable Finances · 1 hour · agenda

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.

• Wednesday, October 14, 7:00 PM ET (6:00 PM CT) · Register
• Thursday, October 15, 1:00 PM ET (noon CT) · Register

Officer Training: Groupable|Connect & Engagement · 1 hour · agenda

Join us to learn how to use Groupable|Connect for webmasters and members. Watch our introductory video.

• Wednesday, October 21, 7:00 PM ET (6:00 PM CT) · Register
• Thursday, October 22, 1:00 PM ET (noon CT) · Register

Secretary Training: Groupable Member Management · 1 hour · agenda

Learn how to add members, change their status, add or edit contact information, and other biographical data.

• Wednesday, October 28, 7:00 PM ET (6:00 PM CT) · Register
• Thursday, October 29, 1:00 PM ET (noon CT) · Register

Types of sessions

• Leadership Briefing (1 hour): for Grand Body officers and office staff. What's new that your office and your locals can use now, and what to bring back to your leadership.
• Office Hours (2 hours): 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): see the agendas below.

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 Connect (assistant secretary; webmaster)
• Set up and Accept Payments for Events

Secretary Financial Management Training Agenda

• Overview: What is a Financial Controls System? (Controllers and Treasurers)
• Manage the Financial Chart of Accounts
• Bank Accounts and Named Funds
• Budgets: Set Up and Track Actual Against Budget
• First-Time Dues Set Up
• Set Up New Dues Year
• Dues Notices and Charitable Donation Solicitations
• Record Member and Non-Member Payments (single year, arrears, and payments split across funds)
• Where to get instructions to set up Groupable Payments (credit cards)
• Edit Dues/Bulk Edit Dues
• Officer Funds Transfer (Cash to Treasurer)
• Disbursement Authorizations and Tracking Expenses
• Invite additional users to m2 and Connect (treasurer)
• Set up and Accept Payments for Events

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, Google Calendar, and Facebook pages.
• Create your account
• Email and other Mailings in groupable|m2
• Weekly Updates
• Connect Public Sites, Member Portal, and App
• Calendars & Events
• Set up and Accept Payments for Events
• Announcements & Reminders
• RSVP, comments, messaging
• Impact of Regular Communications
• Add Webmasters
• Invite your membership to create Connect 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! sessions 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.)

• BANK ACCOUNTS AND FUNDS: More than one bank account per local, and named funds (Building, Charity, Scholarship) each with its own balance.
• MIP (MEMBER INTERCHANGE PROTOCOL): Certificates of Good Standing between Grand Lodges, now in testing for select Grand Lodges.
• CREDENTIALS: Check-in and attendance with the Credentials module.
• EVENT PRE-REGISTRATION (coming soon): Registration for Grand Sessions and other events, with guests, meal choices and ticket types.
• AMA (Ask Me Anything): Come with your post-training questions after getting some hands-on practice!
• DISTRICT USERS: Using groupable|m2 and Connect 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 the member portal
• GROUPABLE PAYMENTS: Info Session or Setup Instructions. Increase your renewal rates. Set up your Stripe merchant account to accept online payments.
• 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 Connect are answered live.
• Everything else that's new: Groupable Release Notes

We look forward to seeing you Live!

Sincerely,
The Groupable Team