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Getting started
Set up your workspace, bring your members in from another system, configure roles and badges, and get your front desk live by lunch. The articles every new organization works through, in order.
10 articles
- Sign up and set up your workspace
- Bring your members in: ServTracker import
- Bring your members in: Focus import
- Bring your members in: CSV import
- Configure roles and permissions
- Issue badges and ID cards
- Train your front-desk staff in ten minutes
- Set up payment processing with Stripe
- Configure your first communication template
- Your first day on NestPoint
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