Now that you have claimed your new instance of Communal, it's time to discover how the system can help you save time and increase community engagement.
The Communal Support team and EFCL will be hosting a series of group training sessions over the coming months, and you can find the registration links below. After each session, the recording will be uploaded to this article. Additionally, there is a series of help articles below that will guide you through the basics.
When you're ready, the next step in the implementation guide is to upload your current membership information. Learn more here.
Training Sessions:
- Thursday, October 19th from 6:30 pm - 7:30 pm: Watch recording here
- Wednesday, October 25th from 6:30 pm - 7:30 pm: Watch recording here
- Thursday, November 2nd from 6:30 pm - 7:30 pm: Watch recording here
- Wednesday, November 8th from 6:30 pm - 7:30 pm: Watch recording here
- Thursday, November 16th from 6:30 pm - 7:30 pm: Watch recording here
- Wednesday, November 22nd from 6:30 pm - 7:30 pm: Watch recording here
- Thursday, November 30th from 6:30 pm - 7:30 pm: Watch recording here
Training Articles:
Managing Your Members & Membership Database
- Assigning a Membership Manually (cash, cheque, etc)
- Viewing/Editing Individual Membership Records
- Creating Admin Account
- Digital Membership Cards
- Capturing Volunteering Areas of Interest
Communications & Emails
Finances & Reporting
- Reporting on Membership Numbers
- Refunding and Cancelling Transactions
- Online Accounting Software Integration (QuickBooks, Sage, etc)
Click here to move to the next step in the onboarding process (Importing Membership Data)
