Groupable|m2 HOW TO VIDEO PLAYLIST
Short focused videos demonstrating how to do various functions in the Groupable:m2 system.
If you have any questions about these videos please join us at a Training or Groupable:Live! Event this month (link to schedule).
Updated Sept 2021 with Finances 2.0 materials
1. Getting Help
2. Rough Cuts: October 2020 Updated Intro
3. Find Members
4. Rough Cuts: m2 Member Screen Intro
6. Add a Member Life-Cycle Event
8. Add an Office Held History for a Member
9. Send Bulk Email, Print Labels, and Export Data
12. Manage the Financial Chart of Accounts
15. Charitable Donation Solicitation
16. Record Member and Non-Member Payments
17. Accepting Credit Cards on m2 and OLP
18. Edit Dues
19. Remit/Forgive a Member’s Dues
20. How to Handle a Bounced Check
21. Record a Funds Transfer (Cash to Treasurer)
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