Account Basics — Dashboard and Settings
Account
Once Basicsyou're —logged Dashboard and SettingsWhen you first log in to CooplyHQ,in, you'll landspend onmost of your time in the dashboard. Here's what you need to know to get started.
Your Dashboard—the
The dashboard is your home base for managing your co-op. It'sFrom designedhere, toyou becan simplecreate events, manage members, and intuitive.track Here'sschedules.
Manage Your DashboardAccount atSettings
To GlanceTheupdate dashboardyour showsprofile youinformation or change your password:
From the essentialsdashboard, atclick ayour glance:-profile Upcoming Events: A quick view of the next co-op meetings, classes,icon 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 top-right corner—lookcorner.
Select or"Account initialSettings" circle.from Clickthe itdropdown tomenu.
Update your name,email email, and password- Co-op Settings: Manage your co-opaddress, 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.needed.
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 pageChanges" to seeconfirm.
What's Usenext
Read 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 meetingco-op orgathering.