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Getting Started

Learn how to set up and use CooplyHQ for your homeschool co-op

Create a CooplyHQ Account

Getting Started

Get your homeschool co-op online in minutes by creating a CooplyHQ account. Steps Go to cooplyhq.com and look for the "Get Started" button on the home page. Enter your email address and create a secure password. Agree to the Terms of Service and confirm your e...

Creating an Event

Getting Started

Events are how you schedule co-op meetings, classes, and gatherings. Here's how to create one. Steps From your dashboard, click the "Create Event" button or navigate to the Events section. Click "New Event" to start. Fill in the event details: Event Title: Giv...

Inviting Families to Your Co-op

Getting Started

Once your co-op is set up, you'll need to invite families so they can see the calendar and RSVP to events. Steps From your dashboard, go to the Members section. Click "Invite Family" or "Add Member" to start sending invitations. Enter the email addresses of fa...

Managing Your Co-op Calendar

Getting Started

Your calendar is where families see all upcoming events, RSVPs, and schedules for the co-op. View Your Calendar From your dashboard, go to the Events section to see all your co-op events. Here you can: See upcoming events at a glance View event details by clic...

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 know to get started. Your Dashboard The dashboard is your home base for managing your co-op. From here, you can create events, manage members, and track schedules. ...

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 Onboarding, here is exactly what to expect — so there are no surprises partway through. To begin: go to Admin → Payouts & Billing → Stripe Connect in your co-op admin...

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. Each plan can have a name, a description, feature bullets, and one or more billing intervals (monthly, semester, or annual). Once you save a plan it becomes active...

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 in your co-op (or a specific group) in just a few steps. You can write a custom message or use a saved template, preview the email before it goes out, and send imme...

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 manage who is coming and to track attendance on the day. Step 1: Open the Event Registration List Sign in to your co-op admin panel. In the left sidebar, click Eve...

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 registration. After completing these steps, the event will appear on your co-op's events page and members can register directly from their dashboard. Part 1: Create t...

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 a way to register directly through your site. This guide walks you through creating an event, configuring registration and pricing, publishing it, and what your m...

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 — where you create and manage events The Public Event Calendar — a month-view grid where members and families browse your schedule This guide covers both. Step 1: O...

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 covers: Sending a membership invitation to a family What the invited family sees when they follow the link Tracking invitation status Viewing and searching the member...

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 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 ...

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 activity and monitor funds deposited to your bank. Orders — every payment transaction tied to your membership plans Payouts — the Stripe transfer history showing ...

How to Review and Approve Membership Signups

Getting Started

Overview When families submit a membership application through your co-op's public website, their application lands in the Membership Signups queue. You review each application and approve, decline, or put it on hold. Note: The screenshots below were captured ...

How to Grant Website Editor Access (Content Editor Role)

Getting Started

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