At the top of the Membership Module, you will find four tabs for complete membership management: Members, Attendance, Reports and Configuration. Members Primary, day to day management…
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Compass-360
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Configuration
Setting up your Membership Module is fairly straightforward. If you have existing membership data (levels, members, etc), see the existing membership data setup. If your organization is…
Read moreMembership Module
Manage, track and sell memberships. Design different levels and allow for recurring and automatic renewal and payments. Create secure membership access accounts to allow members the ability…
Read moreCampaign Set-Up
To get started, you need to first set up a campaign. If you are creating a new campaign similar to a historical one, you can duplicate it…
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From crowd-funding (think GoFundMe) campaigns to United Way-stylized internal giving campaigns, Compass-360 offers complete campaign management. Campaign portals are essentially customized donation portals where you can control…
Read moreEmail Notifications
Compass-360 can send automatic email notifications to team members for various activities managed in the database. These notifications are sent immediately upon submission and contain the information…
Read moreUpdating the Compass-360 Admin Password
Compass-360 comes with a default Admin account set up when you initially install the software. To best protect your Compass-360 security, reset the password for your Admin…
Read moreSetting your Default Tax Rate
Set up a tax rate that can be applied toward purchases made through Compass-360. Navigate to the Site Setup Module. From “Select list to manage” section on…
Read moreSetting Default Color Themes for Your Compass-360 Portals
You can set the Default Theming of colors that will appear on all portals that you create in Compass-360. If you have created any portals prior to…
Read moreInstalling Compass-360
First, download Compass-360. Choose the version you need, download and run it. Follow any instructions, clicking the Next button to run through the install. When you click the Finish,…
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