Here is what you need to configure to get started using ChMeetings:
Get ready to use ChMeetings:
- Create a Demo or Permanent account.
- Customize your account by going to Settings - Account Settings
- Manage your subscription by going to Settings - Subscription
- Configure people profile fields by going to Settings - Profile Fields
- Configure user roles and permissions by going to Users & Roles - Roles & Permissions
- Set up text messaging
- Set up email communication
- Import your data by going to the Tools menu. (If you have a paid plan, we can import it for free. Please contact us to receive this service.)
- Configure automated tasks (Very Small Plan and higher)
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Add required integrations (Very Small Plan and higher)
Get started using ChMeetings:
- Add and manage people from the People area
- Create groups by going to the Groups area
- Start organizing your Events and Calendar, via the Events and Calendars sections
- Configure the Member Portal
- Create forms, via the Forms section
- Follow up with people, using the Follow Up area
- Manage contributions and configure online giving, via the Contributions section
- Configure Accounting (Small plan and higher)
- Set up Appointments (Small plan and higher)
- View Reports from under the Reports section