Your first day on NestPoint

Your workspace is set up — now it just needs to feel like home. Spend your first day getting comfortable rather than finishing everything. Nothing here is fragile: check-ins undo, imports undo, settings change. Poke around freely.

Sign in and get your bearings

Sign in at your workspace address — something like yourname.nestpoint.org. Down the side you'll find the tools you turned on, in the order you arranged them. Members sits at the top on purpose: it's the spine everything else hangs off. Take a minute to click through the nav so you know what's where.

Start where the day actually happens

For most organizations, that's the front desk. It's the single most-used screen in NestPoint — scan a badge or type a name, and someone's checked in. Get this humming first and the rest can wait. Walk through Check in a member, and if others will work the desk, Train your front-desk staff in ten minutes is your ten-minute script.

Get comfortable with Members

Open a member and look around their profile. This is where badges, membership levels, households, and a person's history all live, and nearly every other module points back here. Once Members feels familiar, the rest of NestPoint clicks into place. The Members guide covers it in full.

Wrap up anything you skipped in setup

The Finish setup checklist keeps a friendly list of everything you set aside during the wizard. If you skipped it there, confirming your time zone is the one thing worth doing first — it shapes every date and time. After that, adding your team is a good early move: Configure roles and permissions walks through it.

Keep this Help Center within reach

Every module has its own guide here, written the same plain way. You don't need to read them ahead of time — just look things up when a question comes up mid-task. That's what this is for.