Browse all topics

Screenshots are being refreshed

Some screenshots are currently out of date while we update them. The written steps are accurate.

Getting Started

• New Officer? Start Here
• New Member? Start Here
• Understanding Your Dashboard
• Inviting New Members
• Joining from an Invitation
• Configuring Club Roles
• Why Do Members Have To Accept?

For Members

• Managing Your Role Assignments
• Viewing Meeting Agendas
• Creating an Absence
• Viewing Schedule Archives and PDFs
• Viewing Your Role History
• Volunteering for Meeting Roles
• Requesting a Speaking Spot
• Speaker Signup Pool
• Sending Feedback

Pathways (Toastmasters)

• Pathways Tracking
• Recording Your Progress

For Officers - Scheduling

• Agenda Builder
• Agenda Back Page
• Creating and Publishing Schedules
• Managing Holidays
• How Scheduling Works
• Prioritize New Speakers
• Managing Speaking Requests
• Meeting Types
• Special Event Meetings
• Marking Meetings Complete

For Officers - Members

• Managing Absences
• Importing Members in Bulk
• Import Role History
• Managing Member Profiles
• Tracking Role Declines
• Officer Roles and Permissions
• Role Opt-Outs
• Club Settings

For Officers - Dues

• Getting Started with Dues
• Billing Periods
• Invoice Templates
• Create and Send Invoices
• Onboard New Members with a Join Invoice
• Record Payments
• Stripe Setup

For Officers - Communication

• Email Communication Tools
• Reminders and Notifications
• Marketing Emails and QR Codes

For Officers - Advanced

• Managing the Speaker Pool
• Managing the Fast Track Pool
• API Access
• Club Files
• Executive Meeting Minutes
• Pathways Administration

OurClub.site

• Create a Free Website
• Set Up Your Website
• Member Directory
• Track and Manage Visitors
• Check-In QR Codes
• Marketing Emails

Billing

• Subscription and Billing Guide
• Refer a Club, Earn 3 Months Free
• View and Pay Your Dues
• Update Payment Method
• Cancel or Reactivate

Account & Security

• Managing Your Profile
• Changing Your Password
• Two-Factor Authentication
• Your Privacy and Data Rights
• Exporting Your Data
• Deleting Your Account