Welcome to Join It!
We’re thrilled to have you on board! Join It is here to help you seamlessly manage your Memberships, connect with your community, and streamline your organization’s processes. Whether you’re setting up your first organization or enhancing an existing one, we’re excited to guide you every step of the way!
Schedule a Live Onboarding Meeting
Our Team is here to help during a live 1:1 Onboarding Meeting to help walk you through these tasks and answer any question that you may have.
You can pick a time that works well for you here.
Setting Up Your Organization
Once you're ready to get started, these essential steps will guide you through setting up your account smoothly and efficiently.
Set Up Your Membership Types
You'll want to configure your Membership options by choosing:
A name for the membership
The price of the membership
The billing type (subscription vs. expiration)
Whether the membership is for individuals or groups
Here's a complete guide to setting up your Membership types.
Description of screenshot: Adding a new Membership Type
Add Members to Your Organization
There are a couple of different ways to add members to your account:
You can start by adding a few Members manually—here's a helpful guide to walk you through it.
We're also happy to help process a bulk import if you have existing Members you'd like help with adding into your account.
Description of screenshot: Manually adding a Member
Review Your Profile
Take a moment to check your Member Portal (located in the bottom left-hand corner of your Dashboard). This is what your Members and prospective Members will see. From here, you can:
Grab your Member Portal URL to link it to an existing website.
Edit your Member Portal under the 'Member Portal' section of your dashboard.
Description of screenshot: Displaying where to find the Member Portal button
Manage Your Communications
Under the Communications tab, you can send out Quick & Easy Emails to Members and you can also set up your Automated emails to save time and streamline communication.
You can learn all about the Communications tab here.
Connect to Stripe to Accept Online Payments
To accept online payments from your Members, you'll need to connect your Stripe account. You can do that here, and this helpful guide will walk you through the setup process.
Go Live
The final step in setting up your account is to Go Live - that can be done here. This enables your online payments to process and allows you to send emails to your members seamlessly. Once your account is live, you'll be fully equipped to manage your memberships with ease!
You're All Set!
Once you've completed these steps, your Organization will be looking great and ready to go!
If you have any questions, we're always here to help, via Email (Support@joinit.com), Live Chat, or Phone Support.