Onboarding
- Client Onboarding Guide
- Going Live With Your Members Area
- Administrative Access Controls
- Website Integration
- Data Visibility
- Salesforce Integration
Member Management
- Member Permissions
- Login to the Members Area as a member
- Adding a New Member
- Membership/Quarterage Types
- Creating Segments With The Advanced Search
- Members Directory Profile Visibility
Events Management
- Booking Confirmation PDFs
- Creating Events
- Create & Manage Calendars
- Attendee Search
- Event Ticketing
- Importing Attendees to Perfect Table Plan
Committee Management
- Committees Overview
- Creating a Committee
- Adding or Updating Committee Members
- Committee Member Ordering
- Committee Meetings
- Creating a Committee Meeting