Here is what you need to configure to get started using ChMeetings:

Before you can start using ChMeetings:

1. Create a Demo or Permanent account.
2. Customize your account by going to Settings > Account Settings
3. Configure people profile fields from within Settings > Profile Fields
4. Manage your subscription in Settings > Subscription
5. Configure user roles and permissions by going to Users & Roles > Roles & Permissions
6. Import your data using the Settings > Tools menu. (If you have a paid plan, we can import it for free. Please contact us to receive this service.)

When you are ready to use ChMeetings:

1. Add and manage people from the People area
2. Create groups by going to the Groups area
3. Start organizing events, via the Events section
4. Provide your members with access to ChMeetings, by going to Member Portal
5. Create forms, via the Forms section
6. Follow up with people, using the Follow Up area 
7. Receive and manage contributions, via the Contributions section
8. View Reports from under the Reports section