Groupable|Live! Training Schedule – Groupable -- Help Center

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

Please join us this month for our Saturday training, Daytime Office Hours, and Groupable: Live! Sessions (both daytime and evening sessions available).

2023 Training Schedule

All sessions are in EASTERN TIME. Registration required.

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).

GROUPABLE LIVES (1-hour block): Come for a presentation on a topic, guest speakers, or join us for an AMA (Ask Me Anything).

SECRETARY/OFFICER TRAINING (90-minute block): see the agendas in the schedule below.

March 2023

Secretary Training: Groupable Member Management
Tuesday, March 21st, 7:00 pm ET, 6:00 pm CST
Learn how to add members, change their status, and add or edit contact information and other bio data.

Groupable Office Hours
Wednesday, March 22nd, 1-3:00 pm EST, 12-2:00 pm CST
Come ready to screen share and get your questions answered!

Groupable Live! Groupable Payments: Online Payments and AutoPay
Thursday, March 23rd, 1:00 pm EST, 12:00 pm CST
Collect dues and other payments; learn how to prevent arrears with recurring annual dues payments. Save on your time and postal expenses.

April 2023

TENTATIVE: Onboarding with Groupable|m2 Phase 1
Tuesday, April 4th, 7:00 pm EST, 6:00 pm CST
Private Training for OES Michigan. Reach out to your Grand Secretary for the Zoom link. This live session will go over how to create your account, review your roster for your local group, and how to get support.

Groupable Live! Reboot your Groupable Finances for 2023
Tuesday, April 11th, 1:00 pm EST, 12:00 pm CST
Refresh your Chart Of Accounts, Transfer Cash to the Treasurer, and get receivables and disbursements current. Prepare for easy record-keeping in 2023!

TENTATIVE: Onboarding with Groupable|m2 Phase 1
Tuesday, April 11th, 7:00 pm EST, 6:00 pm CST
Private Training for OES Michigan. Reach out to your Grand Secretary for the Zoom link. This live session will go over how to create your account, review your roster for your local group, and how to get support.

Groupable Office Hours
Wednesday, April 12th, 1-3:00 pm EST, 12-2:00 pm CST
Come ready to screen share and get your questions answered!

Secretary Training: Groupable Member Management
Thursday, April 13th, 7:00 pm ET, 6:00 pm CT
Learn how to add members, change their status, and add or edit contact information and other biographical data.

Secretary & Treasurer Training: Groupable Finances
Tuesday, April, 25th, 7:00 pm EST, 6:00 pm CST
You can learn how to streamline financial record-keeping for your local group. Why use Groupable Finances?

Groupable Office Hours
Wednesday, April 26th, 1-3:00 pm EST, 12-2:00 pm CST
Come ready to screen share and get your questions answered!

Groupable Live! Groupable Payments: Online Payments and AutoPay
Thursday, April 27th, 1:00 pm EST, 12:00 pm CST
Collect dues and other payments; learn how to prevent arrears with recurring annual dues payments. Save on your time and postal expenses.

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

Join us at our Groupable: Live when you have an in-depth question! AMA Sessions where we can dive into specific topics and questions.

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!
AUTOPAY: Accept auto-renewal payments and installments
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 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.
OLP WEBMASTER: Using OLP as a Webmaster (for local, district, and grand line users)
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