** Pre-release Software **

If you are seeing this screen, chances are that you are new to using NeatClubs.COM. This checklist can help you quickly get this website tailored for your own business, club or organization. We would be pleased to help you get the system setup with a quick web conference if you'd like. If you would like to receive a phone call or other assistance, contact us by sending an e-mail to support@neatclubs.com.

Setting up the system for the first time may required someone who has some technical experience. Once the system is configured however, virtually anyone can manage it. NeatClubs.COM is designed to be as simple as possible. This on-line checklist will appear until you feel comfortable enough with the system to replace this page with a home page of your own design. By that time you won't need these instructions anymore and you can rely on the on-line help system in case you get into trouble.

Step 1: System Setup

The first thing you'll want to do is setup the system for your own organization. In order to do this, you will need 'administrator' privilege. When you see the term 'admin', this is referring to a user that has 'extra super powers' on the system.

Login as the Administrator

Before you start you should login as the system administrator. The default username and password combination is 'admin / admin'. If this does not work for you, then someone probably got to this site before you did and changed the password. In this case, contact support@neatclubs.com in order to have the password changed back or reset to a known value.

If you can login, you should create an account for yourself and give yourself administrator privileges. Follow these steps in order to do this:

1. While logged in as the administrator, select Manage Members from the menu on the left, followed by New User/ Member. Enter your personal information and use the help feature on the lower right hand corder if you get stuck. If you are logged in as the administrator you can create login accounts for anyone. Are you feeling drunk with power yet? :-)

2. After you have created your own user account, the next think to do is to give yourself administrator priveileges. Do this by clicking on Manage Members on the left hand menu. When you do this, you should see a list of users of the website appear that includes the Admin account (the one you are logged in with) as well as the new account that you created. Selected the icon that looks like a pencil beside your account that you just created for yourself to update it.

3. Assuming you are able to edit the record, you will see three buttons across the top of the edit member data screen. Select Permission Related Information and set the Administrator Privilege for this account to "Yes". Make sure that you save these settings by clicking on the save button. Once you have given yourself admin privileges, you can logout by clicking on "Logout" in the top left corner of the screen, and you can then login using the unique login ID and password that you setup for yourself when you created your account. It is a good idea to reset the password to a secret value that only you know for the Admin account. You can do this at any time by logging in using the "admin" account and selecting the Password Related / Change my Password option using the menu to the left of the screen.

Congratulations!

You have now setup your own login account and made the system secure so that other users cannot login. As long as you keep control of the admin account, you will have complete control over the site and all your users. The next steps you will want to perform are listed below. While you can do these out of order if you wish, it is a good idea to do them roughly in the sequence that they are listed.

1) Setup your organizations default settings under System Setup / Setup Database / Setup my website. This is reasonably straightforward as long as you read the help messages available for each field.

2) Setup your organizations Member Types. You can use your own terminology to define what membership types you will allow on this website depending on the needs of your own organization.

3) Setup Document Types. We'll spend more time on documents later, but the NeatClubs.COM system allows you to incorporate both on-line documents and add external document types such as Microsoft Word, Excel and Powerpoint. (In fact, you can store virtually any type of documents in NeatClubs. (more about this later)

4) Setup Picture Types. The same applies to pictures or images that you might want to upload to the site. You can select system specific categories for these pictures in order to help you categorize them when viewing or sortin pictures later on. For example, you might choose categorird like 'Portraits of Members', 'Event related Photos' or 'Graphics for Website'. Giving meaningful names helps you locate pictures more easily later on. (avoid very specific names like 'Summer 2006 Volleyball Tournament' since you will have the opportunity to provide specific event names later on.

5 & 6) Finally, if you are feeling brave, you might want to customize the included database fields or define your own additional database fields. It is recommended that you might want to ask for help if you are planning to customize the database signficantly, especially with early releases of the system.