Tips & Best Practices
Get the most out of your organization settings by following these recommendations. Whether you are just getting started or looking to optimize your existing profile, these tips will help you present a professional, trustworthy organization to your community.
Start Here
If you are setting up your organization for the first time, start with the Settings Guide -- it walks you through everything from completing your profile to configuring community settings.
Guides
| Guide | What You Will Learn |
|---|---|
| Settings Guide | Profile completion checklist, choosing the right org type, team setup, visibility configuration, and a quick-start checklist |
Key Takeaways
- Complete your profile first -- a fully filled-out profile builds trust and credibility before you launch events or memberships
- Choose the right organization type -- this helps people discover you in the right category
- Set up your team early -- officers on your profile show that you are an established organization
- Configure visibility thoughtfully -- show only what you actively maintain and can respond to
- Keep information current -- review your settings quarterly and update as your team or contact details change
What's Next?
- Read the full Settings Guide for detailed recommendations
- Set up your Payment Profile to accept payments
- Create your first Event or Membership