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Onboarding services

Need help setting up your account? We're here for you!

Leah Pelkey avatar
Written by Leah Pelkey
Updated over a year ago

Getting started with a new program can be challenging, that's why we're here to make it as simple as possible for your Organization.

Here's a guide of the support we can provide:

  • Settings Review

    • Take your onboarding survey so we know where to focus

    • Help with setting up your Membership types, Custom fields and other setting

  • Onboarding call

    • Schedule a live 1:1 onboarding call with our team to help answer any questions you have an walk you through onboarding here.

  • Member Import

    • We’ll help format your current Members data to make Bulk importing a breeze.

  • Website Integration

    • Assist with linking to your Website

While we're still primarily a self-service program, we're happy to help with the initial onboarding of your Organization to make sure everything is quick and easy for you!

Questions? Please reach out to Support@joinit.com 7 days a week or chat us here.

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