Account Basics — Dashboard and Settings

Account Basics — Dashboard and SettingsWhen you first log in to CooplyHQ, you'll land on your Dashboard—the home base for managing your co-op. It's designed to be simple and intuitive. Here's what you need to know.## Your Dashboard at a GlanceThe dashboard shows you the essentials at a glance:- Upcoming Events: A quick view of the next co-op meetings, classes, or events. Click any event card to view details or edit it.- Recent Activity: A feed of what's happening in your co-op—new families joining, event RSVPs, or other updates.- Quick Actions: Buttons to create a new event, add a family, or manage schedules without digging through menus.- Co-op Info: At the top, you'll see your co-op name and member count. This updates automatically as families join.## Finding Your SettingsYour account settings are in the upper right corner—look for your avatar or initial circle. Click it to see:- My Profile: Update your name, email, and password- Co-op Settings: Manage your co-op name, description, and branding (like your logo)- Preferences: Control notifications, calendar sync, and other personal settings- Billing & Plan: View your subscription and payment history (if applicable)## Editing Your ProfileTo update your personal information:1. Click your avatar in the upper right2. Select My Profile3. Edit your name, email, or password as needed4. Click SaveYour changes take effect immediately.## Co-op SettingsTo configure your co-op:1. Click your avatar2. Select Co-op Settings3. Update your co-op name, description, or upload a logo4. Click SaveThese settings appear on your public co-op page (if you have one), so families see your branding when they join.## Quick Tips- Keyboard shortcut: Press ? on any page to see available shortcuts- Search: Use the search bar at the top to quickly find families, events, or documents- Dark mode: Toggle dark mode in your preferences (under your avatar menu)## Next StepsNow that you understand the dashboard, you're ready to create your first event. Head over to the Creating an Event guide to set up your first meeting or class.---Need help? Check our FAQ or contact support at support@cooplyhq.com