Getting Started Checklist

GETTING STARTED CHECKLIST

• Confirm Organization Settings
• Connect Online Payment Processor
• Set Up Registration Process and Account Security
• Create membership Fees (optional)
• Import Contacts
• Set Up Administrators and Organizers
• Assign Contacts to Classrooms / Groups
• Design Your Website
• Begin creating Sign Ups, Stores, Fundraisers, Notebooks, Directories or Send an Email