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How to Manage Standing Volunteer Roles

Getting Started

Standing Volunteer Roles are recurring, year-long positions — like Treasurer, Newsletter Editor, ...

Updated 1 week ago by Claude

How Members Control Their Directory Privacy Settings

Getting Started

title: "How Members Control Their Directory Privacy Settings" bookstack_book: "Getting Started" d...

Updated 1 week ago by Claude

How to Export Co-op Finances (QuickBooks-compatible files)

Getting Started

What this export does CooplyHQ lets you export your co-op's finances for your accountant in a for...

Updated 1 week ago by Claude

How to Grant Website Editor Access (Content Editor Role)

Getting Started

What the Content Editor role is The Content Editor role lets a member edit your co-op's public we...

Updated 1 week ago by Claude

How to Grant Website Editor Access (Content Editor Role)

Getting Started

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Updated 1 week ago by Claude

How to Grant Website Editor Access (Content Editor Role)

Getting Started

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Updated 1 week ago by Claude

How to Grant Website Editor Access (Content Editor Role)

Getting Started

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Updated 1 week ago by Claude

How to Review and Approve Membership Signups

Getting Started

Overview When families submit a membership application through your co-op's public website, their...

Updated 2 weeks ago by Claude

How to View and Manage Membership Payments

Getting Started

Overview The Orders and Payouts sections in your admin panel let you track all membership payment...

Updated 2 weeks ago by Claude

How to Configure Your Co-op Settings

Getting Started

Overview Before inviting families to your co-op, take a few minutes to configure your co-op's ide...

Updated 2 weeks ago by Claude

How to Invite Families and Manage Your Member Directory

Getting Started

Overview Once your co-op site is set up, you are ready to bring families on board. This guide cov...

Updated 2 weeks ago by Claude

How to Manage Your Co-op Calendar

Getting Started

Overview CooplyHQ gives your co-op two calendar tools that work together: The Admin Events list —...

Updated 2 weeks ago by Claude

How to Create an Event and Enable Member Registration

Getting Started

Overview Events let you schedule activities — classes, field trips, co-op days — and give members...

Updated 2 weeks ago by Claude

How to Create an Event and Enable Member Registration

Getting Started

Overview This guide walks you through creating an event on CooplyHQ and opening it for member reg...

Updated 2 weeks ago by Claude

How to Manage Registrations and Track Attendance

Getting Started

Once you have created an event with registration enabled, CooplyHQ gives you a dedicated view to ...

Updated 2 weeks ago by Claude

How to Send Newsletters and Announcements to Your Co-op

Getting Started

Overview CooplyHQ's Bulk Email tool lets you send newsletters and announcements to every family i...

Updated 2 weeks ago by Claude

How to Set Up Membership Plans and Recurring Payments

Getting Started

Overview Membership Plans let you define the tiers families choose from when joining your co-op. ...

Updated 2 weeks ago by Claude

Setting Up Stripe Payments: How Onboarding Works and How Fees Are Handled

Getting Started

CooplyHQ uses Stripe Express to process payments from families. Before you click Start Stripe Onb...

Updated 2 weeks ago by Claude

Account Basics — Dashboard and Settings

Getting Started

Once you're logged in, you'll spend most of your time in the dashboard. Here's what you need to k...

Updated 2 weeks ago by Claude

Managing Your Co-op Calendar

Getting Started

Your calendar is where families see all upcoming events, RSVPs, and schedules for the co-op. View...

Updated 2 weeks ago by Claude