Launch a new organization

Use this checklist for a new organization. The order prevents invitations, events, or orders from depending on missing places, schedules, or prices.

1. Set organization identity

Open Settings → General and set the organization name, email, legal identifiers that apply, and Colour. Then create reusable places and choose the office and mailing addresses.

Set organization identity, addresses, and places

2. Choose operational defaults

Open Settings → Teams and Settings → Financial. Decide:

when Managers and Leaders can record attendance around an event;
due and reminder offsets;
the first month of the membership accounting year and payment methods;
which abilities, if any, Leaders receive.

Configure event, attendance, and financial defaults

3. Create the team structure

Create the first team. New teams start in simplified mode as a single team. Decide Continuous membership during creation; it cannot be changed later. If the program needs several related teams, switch to the multi-team structure before adding them.

Create and structure teams

4. Add a recurring schedule

Choose start/until dates, days, time, and place. The expected occurrences should appear in Calendar; use event editing for a one-date exception.

Create schedules and manage events

5. Set at least one price

Create the monthly or per-event base price members should see. Then add any limited prices or member discounts the organization offers.

Set prices and member discounts

6. Add people

Add an existing person or create a new one. If they need account access, send the invitation to the correct owner or representative email. Approve any member-submitted join requests from the team’s Pending list.

Add, invite, and approve members

7. Check the member journey

Use a dedicated test Member account to complete this path:

Join or accept an invitation.
Open the team and event.
Select the configured price and create an order.
Complete payment only if the organization has a safe test method.
As a Manager, open the order. It should show the expected person, items, total, and payment state; then record attendance for an active event.
Return to the test Member account. The order, covered period or events, and recorded attendance should be visible there.

Launch readiness

The organization is ready when a Member can join, see the intended team, events, and prices, complete the available payment flow, and see staff-recorded attendance. An assigned Leader should have only the actions enabled in organization settings.