Step by Step Guide to Setting Up Your Organisation
Step 1: Create yourself an account with WebCollect
Click on Sign in or Sign Up in the top right hand corner of the site. Once you have completed your details, you will be taken to your personal home page on WebCollect. Click here for more details on joining WebCollect.
Step 2: Add your organisation
Under the section My organisations, click on the link to add your organisation. You will be asked to fill out a few details about the organisation. Information that is required is marked with a *. Click here for more details on completing the form.
Step 3: Decide which features you would like to use
What you set up next depends on how you want to use WebCollect. Below are links to help pages for the things that you can set up:
- Import my member list; or
- add members manually if you only want to add a few
- create a membership form
- Set up subscriptions (e.g annual membership) for my members to purchase
- Create some events
- Set up my organisation to accept payment online
- Give access to WebCollect administration panel e.g to other committee members
- Set up some custom reports so that I can export data to an accounting package
Other Help
Watch the videos
For those of you who find reading all this detail far too boring, we have made some videos to give you some action packed excitement (well, perhaps not but they do give you a really good idea of just what the system can do..)
Click here for the overview video
Click here for the full list of videos and choose your topic.
Tips and advice as you go along
Throughout the administration panel you will see little blue question marks. Hover over these for tips and advice on the specific issue you are on. If you need more detailed help, click on the "Need Help" link top right, to see the full article relating to the page you are on.
