Related Articles
Understanding the Dashboard
Logging In Logging In is the very first step in accessing your Membership Toolkit Account. The video below will show you how to log in and access the Dashboard. The Dashboard The Dashboard is the control center for everything related to your ...
Getting Started - Webinars
Customer Webinars Our customer webinars are free and are designed to help customers learn to use ALL of the amazing tools that are part of their Membership Toolkit account. The webinars are recorded and available for you to watch. We offer longer ...
Introduction to Accounting Webinar
One of the best (or most powerful) features in Membership Toolkit is that your online sales are integrated with your accounting tools! Learn the basics on how our accounting tools work. This recorded webinar is a great workshop for incoming ...
Year End Transition Webinar
Be prepared to complete the year end transition. This includes an overview of how the contact database works and how to assure that your year end transition does not leave you with a messy database. This does NOT cover how to close out your ...
FAQ - How can we add volunteers to our volunteer database online?
We have a volunteer form BUT we also had people fill out paper forms at a meeting. How can we add those volunteers to our volunteer database online? If you need to add a volunteer for a particular volunteer opportunity: Use the Search field on the ...