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Processing member renewals

Processing membership renewals Your organization’s membership renewals can be managed in the Renewals subsection of the Membership module’s Workflow Manager. The Workflow Manager can be accessed in the left sidebar navigation menu. Managing and tracking membership renewals Membership renewals are … 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

Configuring Invoice and Receipt Workflow Settings

Configuring Invoice and Receipt Workflow Settings Configuring your organization’s invoice and receipt settings is an important component of using the platform’s Finance Module. To make changes to your invoice and receipt settings, click the double-gear icon located in the platform’s … Read More

Setting up your event community

Setting up your event community When creating an event, there is an option to activate an event community to promote engagement among your attendees. Attendees will be able to see who else is attending the event, add contact information to … Read More

Event Module – Customizing event website

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. Click the gear icon on the top right corner of the … Read More

Event Session Registration

Introduction Event session registration is a feature that allows organizers to create tickets with different sessions for their events. This guide will provide a step-by-step overview of how to set up and manage event session … Read More

Badge Printing Instructions – USB Connection – Zebra GX430t

USB Connection – Zebra GX430t Updated May 2018 These instructions are for a third-party device that can be configured for the Glue Up platform. Printer, browser, and operating system settings may vary. If you need any assistance, please contact support@eventbank.com. … 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

What is the First Time filter for Memberships?

There is now a new filter for memberships. This new filter will allow you to check which of your members are in their first payment cycle (first term). You can then create smart lists that allow you to target members … Read More

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