Managing Custom Invoices

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
Custom HTML Emails

Custom HTML Emails

Custom HTML Emails Import your own HTML email design to fully customize the look and feel of your email campaigns. Creating your own personalized email campaigns ensures you communicate the precise message you want to deliver. Note: This feature is … Read More
Creating and customizing fields for member application forms

Creating and customizing fields for member application forms

Creating and customizing fields for member application forms In the Application Forms section of Membership Settings, you can add, edit, or delete custom memberships fields for all individual and corporate members. To make changes to the application form and membership … Read More
Archiving Events

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
Managing invoices

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
Voiding payments

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
Validating new member requests within corporate memberships

Validating new member requests within corporate memberships

Validating new member requests within corporate memberships Any members invited by a corporate membership’s primary member can be managed in the Member Validation subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar … Read More
Publishing an event

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

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

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