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).
2022-2023 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.
December 2022 focuses on Dues Payments, New Organization Onboarding, and any end-of-year questions!
December 2022:
Thursday, December 1st, 1:00 pm EST, 12:00 pm CST: Groupable|live! - Groupable Payments: Online Payments and AutoPay - Collect dues and other payments; learn how to prevent arrears with recurring annual dues payments. Save on your time and postal expenses.
Saturday, December 3rd, 10:00 am EST, 9:00 am CST: Onboarding with Groupable|m2 Phase 1: Join this live session to learn how to create your account, review your roster for your local group, and how to get support.
Wednesday, December 7th, 7:00 pm EST, 6:00 pm CST: Groupable|live! - Groupable Payments: Online Payments and AutoPay - Collect dues and other payments; learn how to prevent arrears with recurring annual dues payments. Save on your time and postal expenses.
Saturday, December 10th, 10:00 am EST, 9:00 am CST: Onboarding with Groupable|m2 Phase 1: Join this live session to learn how to create your account, review your roster for your local group, and how to get support. Grand Secretaries or other representatives may be present for assistance creating accounts with new organizations.
Wednesday, December 14th, 1-3:00 pm EST, 12-2:00 pm CST: OFFICE HOURS - Come ready to screen share and get your questions answered before the end of 2022!
Wednesday, December 14th, 7:00 pm EST, 6:00 pm CST: Groupable|Live! New User? Ask Me Anything! Come with your new user questions. This session is designed for new secretaries and other users to ask questions as you become acquainted with Groupable. Grand Secretaries or other representatives may be present for new jurisdictions.
Wednesday, December 20th, 1:00 pm EST, 12:00 pm CST: Groupable|Live! New User? Ask Me Anything! Come with your new user questions. This session is designed for new secretaries and other users to ask questions as you become acquainted with Groupable. Grand Secretaries or other representatives may be present for new jurisdictions.
Wednesday, December 28th, 1-3:00 pm EST, 12-2:00 pm CST: OFFICE HOURS- Come ready to screen share and get your questions answered before the end of 2022!
January 2023
Wednesday, January 4th, 7:00 pm EST, 6:00 pm CST:Groupable|Live! End Of Year Member Management Questions!
Join Groupable for an end-of-year/new years celebration! Join us today if you have questions about how to update your member records before finalizing your annual return numbers for your parent group. This will be an ask-me-anything format session. Next week join us for a Reboot of your Groupable Finances for 2023.
Wednesday, January 11th, 1-3:00 pm EST, 12-2:00 pm CST: OFFICE HOURS - Come ready to screen share and get your questions answered! End-of-Year/beginning-of-year questions are welcomed here as well!
Thursday, January 12th, 1:00 pm EST, 12:00 PM CST: Groupable|Live! Reboot your Groupable Finances for 2023. Refresh your Chart Of Accounts, Transfer Cash to the Treasurer, and get receivables and disbursements current. Prepare for easy record-keeping in 2023!
Saturday, January 14th, 10-11:30 am EST, 9-10:30 am CST: Introduction to Groupable (Onboarding Part 2): This training will focus on Officers that are new to Groupable. This 1-1/2 to 2-hour session will show you how to use groupable: creating your account, user account management, getting help, navigating your organizational directory, finding members, updating contact information, and sending out mailings.
Tuesday, January 17th, 1:00 pm EST, 12:00 pm CST: Groupable|Live!New User? Ask Me Anything! Come with your new user questions. This session is designed for new secretaries and other users to ask questions as you become acquainted with Groupable. Grand Secretaries or other representatives may be present for new jurisdictions.
Saturday, January 21st, 10-11:30 am EST, 9-10:30 am CST: Secretary Training - Member Management: Learn about adding member events, reading timelines, and updating additional information on the member records.
Monday, January 23rd, 7:00 pm EST, 6:00 pm CST: Groupable|Live!New User? Ask Me Anything! Come with your new user questions. This session is designed for new secretaries and other users to ask questions as you become acquainted with Groupable. Grand Secretaries or other representatives may be present for new jurisdictions.
Wednesday, January 25th, 1-3:00 pm EST, 12-2:00 pm CST: OFFICE HOURS- Come ready to screen share and get your questions answered!
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 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 Financials 2.0 Training Agenda:
- From Finances 1.0 to 2.0
- 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!
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