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.
June 2023
Groupable|Live! New User? Ask Me Anything! (Register)
Wednesday, June 7th, 7:00 pm EST, 6:00 pm CST
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.
OESMI Phase 3: Finances Light Overview Training Session
Thursday, June 8th, 1:00 pm EST, 12:00 pm CST
If you are a secretary for this jurisdiction, please reach out to your grand secretary for an invitation.
Tall Cedars Onboarding Session
Tuesday, June 13th, 6:30 PM
If you are a secretary for this jurisdiction, please reach out to your grand secretary for an invitation.
Secretary Training: Groupable Member Management (Register)
Tuesday, June 13th, 7:00 pm EST, 6:00 pm CST
Learn how to add members, change their status, add or edit contact information, and other biographical data.
Groupable Office Hours (Register)
Wednesday, June 14th, 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 (Register)
Thursday, June 15th, 1:00 pm EST, 12:00 pm CST
Learn how to add members, change their status, add or edit contact information, and other biographical data.
NCPHA Phase 1b Training Session
Thursday, June 15th, 6:30 PM
If you are a secretary for this jurisdiction, please reach out to your grand secretary for an invitation.
Tall Cedars Onboarding Session
Tuesday, June 20th, 6:30 PM
If you are a secretary for this jurisdiction, please reach out to your grand secretary for an invitation.
Groupable|Live! New User? Ask Me Anything! (Register)
Wednesday, June 21st, 7:00 pm EST, 6:00 pm CST
Come with your new user questions. This session is designed for new secretaries and other users to ask questions as they become acquainted with Groupable. Grand Secretaries or other representatives may be present for new jurisdictions.
Tall Cedars Onboarding Session
Tuesday, June 27th, 6:30 PM
If you are a secretary for this jurisdiction, please reach out to your grand secretary for an invitation.
Secretary & Treasurer Training: Groupable Finances (Register)
Tuesday, June 27th, 7:00 pm EST, 6:00 pm CST
You will learn how to streamline financial record-keeping for your local group. And we detail why Groupable Finances will help you and your local decrease NPD rates.
Groupable Office Hours (Register)
Wednesday, June 28th, 1-3:00 pm EST, 12-2:00 pm CST
Come ready to screen share and get your questions answered!
Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, June 29th, 1:00 pm EST, 12:00 pm CST
You will learn how to streamline financial record-keeping for your local group. And we detail why Groupable Finances will help you and your local decrease NPD rates.
July 2023
Groupable|Live! New User? Ask Me Anything! (Register)
Wednesday, July 5th, 7:00 pm EST, 6:00 pm CST
Come with your new user questions. This session is designed for new secretaries and other users to ask questions as they become acquainted with Groupable. Grand Secretaries or other representatives may be present for new jurisdictions.
Tall Cedars Onboarding Session
Tuesday, July 11th, 6:30 PM
If you are a secretary for this jurisdiction, please reach out to your grand secretary for an invitation.
Groupable Office Hours (Register)
Wednesday, July 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(Register)
Thursday, July 13th, 1:00 pm EST, 12:00 pm CST
Learn how to add members, change their status, add or edit contact information, and other biographical data.
Secretary Training: Groupable Member Management (Register)
Thursday, July 13th, 7:00 pm EST, 6:00 pm CST
Learn how to add members, change their status, add or edit contact information, and other biographical data.
Tall Cedars Onboarding Session
Tuesday, July 18th, 6:30 PM
If you are a secretary for this jurisdiction, please reach out to your grand secretary for an invitation.
Groupable|Live! New User? Ask Me Anything! (Register)
Wednesday, July 19th, 7:00 pm EST, 6:00 pm CST
Come with your new user questions. This session is designed for new secretaries and other users to ask questions as they become acquainted with Groupable. Grand Secretaries or other representatives may be present for new jurisdictions.
Groupable Office Hours (Register)
Wednesday, July 26th, 1-3:00 pm EST, 12-2:00 pm CST
Come ready to screen share and get your questions answered!
Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, July 27th, 1:00 pm EST, 12:00 pm CST
You will learn how to streamline financial record-keeping for your local group. And we detail why Groupable Finances will help you and your local decrease NPD rates.
Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, July 27th, 7:00 pm EST, 6:00 pm CST
You will learn how to streamline financial record-keeping for your local group. And we detail why Groupable Finances will help you and your local decrease NPD rates.
August 2023
Groupable|Live! New User? Ask Me Anything! (Register)
Wednesday, August 2nd, 7:00 pm EST, 6:00 pm CST
Come with your new user questions. This session is designed for new secretaries and other users to ask questions as they become acquainted with Groupable. Grand Secretaries or other representatives may be present for new jurisdictions.
Groupable Office Hours (Register)
Wednesday, August 9th, 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 (Register)
Thursday, August 10th, 1:00 pm EST, 12:00 pm CST
Learn how to add members, change their status, add or edit contact information, and other biographical data.
Secretary Training: Groupable Member Management (Register)
Thursday, August 10th, 7:00 pm EST, 6:00 pm CST
Learn how to add members, change their status, add or edit contact information, and other biographical data.
Groupable|Live! New User? Ask Me Anything! (Register)
Wednesday, August 16th, 7:00 pm EST, 6:00 pm CST
Come with your new user questions. This session is designed for new secretaries and other users to ask questions as they become acquainted with Groupable. Grand Secretaries or other representatives may be present for new jurisdictions.
Groupable Office Hours (Register)
Wednesday, August 23rd, 1-3:00 pm EST, 12-2:00 pm CST
Come ready to screen share and get your questions answered!
Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, August 24th, 1:00 pm EST, 12:00 pm CST
You will learn how to streamline financial record-keeping for your local group. And we detail why Groupable Finances will help you and your local decrease NPD rates.
Secretary & Treasurer Training: Groupable Finances (Register)
Thursday, August 24th, 7:00 pm EST, 6:00 pm CST
You will learn how to streamline financial record-keeping for your local group. And we detail why Groupable Finances will help you and your local decrease NPD rates.
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!
Comments
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