Help Center
Common workflows
End-to-end walkthroughs for the multi-step jobs that touch more than one module — refunds, funder packets, event-day coordination, the kinds of things you wish your old software made obvious.
15 articles
- Register a member for a class
- Process a refund
- Cancel and rebook a rental
- Send a group communication
- Build a funder packet
- Generate a board summary report
- Handle a chargeback
- Manage waitlists for a program
- Run an event with sign-ups and rides
- Track volunteer hours toward funder requirements
- Export your member data
- Send a payment reminder
- Adjust a member's membership tier
- Process a meal sign-up at the front desk
- Run a recurring badge reprint
Still stuck?
Talk to a real human, not a chatbot.
Our support team knows the product. Email us, or start a trial and try it for yourself.