Your set-up checklist, step by step
Who can do this Founding officerSecretaryTreasurer
Before you start
- Have your registration certificate, your bye-laws (PDF) and your officers' email addresses to hand.
Steps
- Open Set-up from the sidebar (or Start set-up on Overview).
- Before activation, complete: 1 Your society, 2 Your rules, 3 Your officers, 4 Your products and 5 Verification.
- When verification is complete, the Treasurer selects Request activation and another approving officer selects Confirm activation.
- After activation, complete: 6 Money in, 7 Your members and 8 First transaction.
- If a step is waiting on another office, select Waiting on Treasurer: send a reminder (the office name shown is whichever office the step needs).
What happens next
Everything saves as you go; you can stop at any step and come back. When all steps are done, the set-up card disappears from Overview.
Common problems
"Only the Secretary or Treasurer can do this step."
Ask an officer who holds that office to sign in and complete it, or use Send a reminder.
Was this helpful?
Still stuck? Contact support, 24/7. Signed in? Press ? → Contact support and your screen is attached automatically.