Welcome to OrgBaseHQ Documentation
Learn how to use OrgBaseHQ to manage your organization effectively. Select a module below to get started.
Quick Start
- 1Add your members - Import via CSV or add them manually in the Members module.
- 2Set up dues periods - Create billing periods and assign dues to members.
- 3Define your structure - Create positions and assign officers in Governance.
- 4Plan your first activity - Create an event and track attendance.
Modules
Dashboard
Your command center with stats, quick actions, and getting started guide.
Members
Manage member profiles, import/export data, and track membership status.
Governance
Define organizational structure with positions, officers, and org charts.
Dues
Track membership dues, payment periods, and collection status.
Donors
Manage donors, donations, sponsors, and sponsorships.
Activities
Plan events, track attendance, manage budgets, and document activities.
Calendar
View activities and member birthdays in a calendar format.
Finances
Track accounts, transactions, and manage your organization's finances.
Reports
Generate reports across all modules with filtering and export options.
Settings
Configure your organization, team, billing, and preferences.
Need More Help?
Can't find what you're looking for? Contact your organization administrator or reach out to our support team.