Add New Agreement
On the left-hand side of the screen in the navigation bar, select Agreements under Member. This will take you here:...
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Add New Charge
Within the left side bar under ACCOUNTS, select Charges. This will take you here: In the horizontal navigation bar, select... -
Add New Committee
Within the left side bar under MEMBER, select Committees. This will take you here: In the horizontal navigation bar, select... -
Add New Event Order For A Member
On the left hand sidebar under EVENTS, select Events. This will take you here: Select the desired event. This will... -
Add New Event Order For A Non Member/Guest
On the left hand sidebar under EVENTS, select Events. This will take you here: Select the desired event. This will... -
Add New Table
Within the left hand sidebar under EVENTS, select Events. This will take you here: Select the desired event. This will... -
Add Package Types
Click on the Settings icon (the gear) located to the right of the search bar. This will take you here:... -
Add Parading Organization
On the left-hand side of the screen in the navigation bar under EVENTS, select Parade. This will take you here:... -
Add Payment to Invoice
On the left-hand side of the screen in the navigation bar, select My Account. This will take you here: Click +... -
Add Payment To Invoice Through Member Account
Search member (see: Search Members). Select View in the top right corner of the pop up. This will take you here:... -
Add Payment Types
Click on the Settings icon (the gear) located to the right of the search bar. This will take you here:... -
Add Pictures To An Existing Gallery
Within the left side bar under NEWS & CALENDAR, select Gallery (not the Gallery option at the top of the... -
Add Ticket Order
On the left-hand side of the screen in the navigation bar, select Events. This will take you here: On the Events... -
Add User to Business Account
Business Accounts are for the grouping and tracking of multiple user accounts that are managed by a company or organization.... -
Admin – Add Payment To Invoice
On the left-hand side of the screen in the navigation bar under Accounts, select Payments. This will take you here:... -
Admins – Add Invoice (From Member Page)
At the top of the screen is a box titled Search. In this box enter the full or partial first... -
Allow Members’ To Pay Later When Ordering Tickets
On the left-hand side of the screen in the navigation bar under Events, select Events. This will take you here: In the... -
ANNOUNCEMENTS: How to add announcements
On the left-hand side of the screen in the navigation bar under News & Calendar, select Announcements. This will take... -
Apply Bulk Invoices
Within the left side bar under ACCOUNTS, select Invoices. This will take you here: In the horizontal bar at the... -
Approve Agreement For Member Who Signed Outside Of The System
Go to User Details of selected member (see: Search Members). Select View Details on the top left of the pop-up box. This will... -
Approve Substitute Member
On the left-hand side of the screen in the navigation bar, select Substitute(s). This will take you here: Select the name... -
Assign Lieutenants/Groups To A Non-Member/Guest Order
Click on the Settings icon (the gear) located to the right of the search bar. This will take you here: In the... -
Assign Members On Float
On the left-hand side of the screen in the navigation bar under MEMBER, select Group(s). This will take you here: From... -
Change Member Statement Layout
Administrators have access to update elements of the Statements created for Member Accounts. On the top navigation, click the Gear... -
Change Member to Substitute Member
Go to User Details of selected member (see: Search Members). Select View Details on the top left of the pop-up...
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