Contacts Module – Contact & Smart Lists
Here is a video that will show you how to make both Contact Lists and Smart Lists.
Event Registration Widget
The Event Registration Widget gives visitors the option to register for an upcoming event directly through your website. Follow the steps below to set up and embed this widget. Step 1. First, after clicking on Organization Settings (the gear icon on the top … Read More
Configuring membership types
Configuring membership types You can add, edit, or deactivate membership types in the Membership Types section of Membership Settings. To make changes to your organization’s membership types, click the double-gear icon located in the platform’s top navigation bar to open … Read More
Creating and Managing Custom Invoices
Overview You can create custom invoices to process any charges* for services, goods, projects, etc., that you wish to track with the Glue Up platform. The invoice status and payment method can be easily tracked and accessed in the Finance … Read More
Voiding payments
Voiding Payments You may want to void a payment if you need to provide a refund while maintaining a clean financial record system. Follow the procedure below to void a payment: Voiding a payment Go to the Payments section in … Read More
Managing invoices
Managing invoices Invoices can be generated for payments processed with the Glue Up platform. All required fields in the Finance Settings section must be completed before invoices can be generated. Only team members who have access to the Finance module … Read More
Publishing an event
Publishing an event Once you have created an event, you can adjust event settings, tickets, content, and website information by going inside the event you want to edit and entering any event-specific sections in the Event module’s left sidebar navigation … Read More
Contacts Module – Introduction
This video gives you a quick overview on how to navigate the Contacts module: Find out here how to manage Contacts and Companies:
My Glue Overview
My Glue Overview The My Glue section of the platform allows any Glue Up user to access all their events and membership information in one place. My Glue is the main portal for users to interact with organizations that use … Read More
Archiving Events
Archiving Events Archiving events can be a useful way of cleaning up your organization’s published events. Archived events will no longer be available in your organization’s public event list, and event links online will no longer work. Follow the processes … Read More