Guided walkthroughs for getting started with ThirdSectorBee. Each one takes you through a real task from start to finish, explaining what you see along the way. If you’re new, work through them in this order.
- What is ThirdSectorBee?: what it does and which modules it includes.
- Set up your organisation: from sign-up to your first contact record.
- Find your way around: the sidebar, header, account menu and home page.
- Your first-week checklist: a day-by-day plan for getting your beehive ready.
- Your first import: bring a small file of contacts into your beehive.
- Run your first Gift Aid claim: from a declaration to an exported claim schedule.