Secretary Onboarding Process:
- Call your parent group and get your member number if you don't have it.
- Create your groupable|m2 account
- Attend a groupable secretary training (2022 Live Groupable Training Schedule)
- Watch any How-To videos and/or attend AMAs, ask questions to complete the following:
- Check your member list for accuracy
- add any deceased events
- add any new members as "add contact". (they'll then be listed in your "Others" where you can add their initiated dates to their timeline)
- correct dates on member timelines
- add any missing events to member timelines
- Send an email to everyone that you're using a new system to manage members, dues, email blasts, etc
- Attend a groupable secretary Finances training (2022 Live Groupable Training Schedule)
- Set up budget
- Record all payments received back to beginning of current fiscal period/year
- Record all expense authorizations back to beginning of the current fiscal period/year
- Set up and assign dues member types
- Set up dues outstanding balances
- Set up Groupable Payments (if OLP enabled)
- Send dues reminders.
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