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How to Configure Your Co-op Settings

Overview

Before inviting families to your co-op, take a few minutes to configure your co-op's identity. CooplyHQ gives you two places to do this:

    Co-op Profile (Draftin the setup wizard on your dashboard)uploadingset images)your co-op's name and tagline Website > Site Settings — configure your logo, contact email, header display, and signup options

    This guide walks through both.


    Step 1: Set your co-op name and tagline

    When you first log in, your dashboard shows a "Let's get your co-op set up" card. This is your setup checklist.

      Sign in to your admin panel at yourcoopname.cooplyhq.com. On the Dashboard, locate the setup checklist card. Click Start next to Co-op Profile.

      Admin dashboard showing the setup checklist with Co-op Profile and a Start button — desktop view

      Admin dashboard setup checklist — mobile view

        In the dialog that opens, enter your Co-op Name (required). This name appears on your website and throughout the admin panel. Optionally, enter a Tagline — a short phrase describing your co-op (for example, "Learning together, growing together"). Click Next to save and continue with the setup wizard, or close the dialog to return to the dashboard.

        Step 2: Navigate to Site Settings

        Your website branding settings — logo, contact email, header display, and more — live in the Website section.

          In the left sidebar, click Website.

          Website Pages list with the Site Settings button highlighted in the top right — desktop view

          Website Pages — mobile view

            On the Website Pages screen, click Site Settings in the top right corner.

            The Site Settings page opens on the Branding tab.


            Step 3: Configure branding settings

            The Branding tab has four sections:

            Site Settings — Branding tab, desktop view

            Site Settings — Branding tab, mobile view

            Upload your co-op's logo (max 2 MB, JPG or PNG). This image appears in your public website header.

            Header display

            Choose what appears in your website's header:

            Option What visitors see Logo and co-op name Your logo image next to your co-op's name Logo only Your logo image, no text Co-op name only Your co-op's name in text, no logo

            You can also set a separate Header display (mobile) if you want a different layout on small screens. Leave it set to Same as desktop to use one setting for all devices.

            Favicon

            Upload a small browser-tab icon for your website (max 500 KB, ICO or PNG).

            Hero Image

            Upload a default banner image that appears at the top of your website's homepage (max 5 MB, JPG, PNG, or WebP).

            Tagline and Contact Email

            Scroll down past the image uploads to find two text fields:

              Tagline — A short description of your co-op, displayed on your public website. If you already entered a tagline in the setup wizard, it appears here pre-filled. Contact Email — A public contact email address shown on your website (for example, info@yourcoopname.org).

              Step 4: Configure signup settings

              Still on the Branding tab, scroll to the Signup Settings section:

                Enable Signup Button — Toggle this on to show a "Join Us" button in your website header, which families can click to apply for membership. Button Text — Customize the label on the signup button (default: "Join Us").

                If you are not yet ready to accept new members, turn the toggle off.


                Step 5: Save your settings

                Click Save Settings at the bottom of the page. A confirmation message appears at the top of the screen confirming your changes were saved.


                What's next

                Now that your co-op's settings are configured, you're ready to invite families. See How to Invite Families and Manage Your Member Directory for next steps.