How can we help?
Ask in your own words and we will point you at the page that answers it. Everything on this platform is searchable from the one box below, including every app guide, every worked scenario, and the setup articles.
Setting up
The things organizations most often need to set up or learn before the rest works.
ConnectionsEvery outside service you can connect (Stripe, PayPal, your email tool, social accounts, QuickBooks, Zoom and more), whether it is connected, and the steps for each.
Accepting paymentsConnect Stripe once and donations, dues, tickets and paid forms all start working.
Accounting exportMove gifts, dues and ticket revenue into QuickBooks, Xero or Aplos without re-keying, or connect QuickBooks Online and send the books from Financial Management.
Today and your own listYour next meeting, three next steps, a to-do list of your own with weekly routines, and Write an email.
Video meetingsConnect Zoom or Google Meet so a meeting link is created for you.
Scanning business cardsPhotograph cards on your phone and save them as contacts.
Start with your role
New to the job rather than stuck on one task? These say what to do first, in order.
Every app, explained
Each guide covers what the app does, how to set it up, and the AI automations that come with it.
Longer reads
Useful when you want the whole picture rather than one answer.
Complete GuideEvery app and every platform-wide feature, in one reference.
Scenario PlaybookWorked answers to real situations, organized by app. Start here when something has gone wrong.
Platform WorkflowsWhat to do first, by role. Written for a new director, officer or committee chair.
Still stuck?
If the answer is not here, tell us what you were trying to do and we will help. Support requests are tracked, so nothing gets lost.
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