Skip to main content

Onboarding Services

Need help setting up your account? We've got you!

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

Summary

Starting a new membership program can feel overwhelming, but Join It is here to make the process simple, efficient, and tailored to your organization. From setting up your Membership Types to importing your existing members, we provide the guidance and tools you need to get up and running smoothly.

With personalized onboarding calls, on-demand video tutorials, and our dedicated support team available seven days a week, you’ll have everything you need to feel confident and in control of your membership program from day one.

Schedule Your Onboarding Call

After you’ve purchased your Join It package, the next step is booking your personalized onboarding session. During this video call, our team will walk you through key setup steps, answer your questions, and help tailor Join It to your organization’s needs.

What You’ll Cover During Your Call:

  • Setting up Membership Types

  • Importing your existing members

  • Linking Join It to your website

  • Configuring automated emails

  • Tailoring the platform to your organization’s needs

Our goal is to ensure you feel confident and supported as you get started.

Learn at Your Own Pace

Prefer to get started on your own? Explore our Setup Series of videos, which guide you step-by-step through setting up your organization’s dashboard. These on-demand tutorials are a great way to learn the basics at your own speed and revisit topics anytime you need a refresher.


Have Questions?

Our team is here to help every step of the way. We’re available 24 hours a day, during the business week and also provide weekend support as well!

Whether it’s before your onboarding call or after you’re up and running, we’ll make sure you get the support you need.

Did this answer your question?