Your first week with Flok

You do not have to set everything up before you start. This is the order that saves you the most work later — each step takes a few minutes, and you can stop after any of them.

1. Get your members in

Everything else hangs off your member list, so do this first. If you are coming from Excel, bring the file as it is — you do not need to tidy the columns beforehand.

See Importing your members.

2. Decide what a membership costs

Rates are set once and assigned to members. One rate can carry a maximum age, which is how junior rates work, and one can be the default for everybody who joins later.

3. Send your first invoice

Nothing bills itself. You decide when to invoice, from a member’s own page.

Note

This surprises people, so it is worth saying plainly: Flok does not raise membership invoices on a schedule. There is no yearly run that starts on its own.

4. The rest can wait

Events, newsletters, the member portal and the books are all there when you want them, and none of them has to be set up now.