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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 (in the setup wizard on your dashboard) — set 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.

  1. Sign in to your admin panel at yourcoopname.cooplyhq.com.
  2. On the Dashboard, locate the setup checklist card.
  3. 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 viewAdmin dashboard showing the setup checklist with Co-op Profile and a Start button — desktop view

  1. In the dialog that opens, enter your Co-op Name (required). This name appears on your website and throughout the admin panel.
  2. Optionally, enter a Tagline — a short phrase describing your co-op (for example, "Learning together, growing together").
  3. 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.

  1. In the left sidebar, click Website.

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

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

  1. 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 viewSite Settings — Branding tab, desktop 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.

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