Getting Started

Set up your organization and learn the basics.

Creating your organization

How to create a new organization and set it up with the AI wizard.

Create your organization

After signing up, you'll be prompted to create your first organization. Give it a name and slug (URL-friendly identifier).

AI Setup Wizard

New organizations are automatically directed to the AI setup wizard. Simply chat with our AI assistant — it will ask about your organization and suggest membership levels, dues structures, and a welcome email.

Click "Apply suggestions" to create everything in one click, or keep chatting to refine the suggestions.

Manual Setup

You can skip the wizard and set things up manually via Settings. Create membership levels, configure email templates, and set up your public page from the dashboard.

Dashboard overview

A tour of the main dashboard and navigation.

Dashboard Overview

The dashboard is your command center. The sidebar is grouped into Manage, Marketing, Insights, and Configure, and related pages nest under a parent — click a parent (or its chevron) to expand its sub-pages.

Manage

Members (→ Renewals) — view, search, filter, save views; who's due or overdue
Events (→ Today's check-in, Appointments) — ticketing, registration, the front-desk check-in board, and 1:1/PT booking
Programs — applications and forms members submit, with review
Payments (→ Shop) — dues and donations via Stripe; sell merch/supplements

Marketing

Marketing — your marketing home, and under it: Communications (email broadcasts + automations), Mynd AI Calls (AI phone agent), Messages (two-way SMS), News, Promotions, and Subscribers
Website — your public, branded org site

Insights & Configure

Reports — membership, revenue, events, and email analytics
Audit Log — a record of admin actions
Settings (→ Team, Integrations, Import, Billing) — org profile, levels, custom fields, payments, SSO

Tip: hover the small ℹ next to any sidebar item for a one-line explainer and a link to the relevant help section.

AI Member Queries

On the Members page, use the query bar to ask natural-language questions like "How many members joined this month?" or "Who hasn't renewed in 90 days?"

Inviting Team Members and Assigning Roles

Invite staff and volunteers to your Mybers organization and control what they can see and do with roles.

Inviting team members

Open Settings → Team and choose Invite member. Enter the person's email address, pick a role, and send the invite. They'll receive an email with a link to set a password and join your organization.

Available roles

Owner — full access, including billing, integrations, and the ability to delete the organization. There is always at least one owner.
Admin — manage members, events, payments, and email, but cannot change billing or delete the organization.
Editor — create and edit members, events, and broadcasts, but cannot change settings.
Viewer — read-only access to members and reports.

Custom access (per area)

For finer control, edit a member and choose Custom access, then set each area to None, View (read-only), or Edit independently — for example a treasurer with Payments on View and everything else None, or someone who can edit Events but only view Members. Start from the Editor or Viewer preset and adjust. The Who can do what table on the Team page shows every member’s effective access at a glance.

Changing or removing access

From the same screen you can change someone's role from the dropdown next to their name, or use Remove to revoke access immediately. Pending invites can be resent or cancelled before they're accepted.

Tip: give volunteers the Viewer or Editor role rather than Admin so day-to-day helpers can't accidentally change billing or integration settings.

Asking Questions with Mynd AI

Use plain-English questions to pull instant answers about your members, payments, and events.

What Mynd AI does

Mynd is the built-in assistant that answers questions about your own data in plain English. Instead of building a report, you type what you want to know and Mynd reads your members, payments, and events to answer.

Asking a good question

Open Mynd from the top bar and type a question such as:

How many members lapsed in the last 90 days?
Show me everyone whose membership renews this month
What was our total dues revenue last quarter?
Which events had the most check-ins this year?

Be specific about time ranges and the group you care about. If a result looks off, refine the question by naming the membership level, status, or date range you mean.

Acting on results

Many answers come back as a list you can export to CSV or turn into a broadcast audience. Mynd reads your live data, so results always reflect the current state of your account.

Mynd answers questions about your data — it does not make changes on your behalf. To edit members or send email, use the relevant tool.

Your Public Website and Member Directory

Every Mybers org gets a public website with a join page, event listings, and an optional member directory.

The public website

Each organization gets a hosted public website with a join/renew page, event listings, and an optional searchable member directory. Manage it under Settings → Website.

Themes

Pick from the built-in themes and set your logo, colors, and a custom banner. Changes preview live before you publish. You can also point a custom domain at your site.

The member directory

Turn the directory on or off under Website → Directory. You control which fields are visible (name, organization, city, etc.) and whether the directory is public or restricted to logged-in members. Individual members can opt out of being listed from their member portal.

The directory only ever shows fields you explicitly mark as visible, so private contact details stay private by default.

Mynd AI Calls — your AI phone agent

How Mynd's AI voice agent answers inbound calls and places outbound renewal and event calls.

Mynd AI Calls

Mynd Voice is an AI phone agent that talks to your members and prospects like a real person.

Inbound

It answers your line 24/7 — explaining membership, answering common questions, qualifying the caller, and dropping every lead onto your dashboard. No staffer required.

Outbound

It places calls for you: friendly renewal nudges, event confirmations, and lapsed-member win-backs — logging the outcome and transcript on each member's record.

Setup (bring your own number)

Mynd Voice runs on your own Twilio number connected through Integrations (AI voice). You keep full control of the number and only pay for the calls you make (usage-billed, Pro and up). If you already run an AI agent, Mybers can plug into it instead.

The rest of the Mynd suite

Mynd also includes the Copilot (ask your member data in plain English), Writer (AI email drafting), and Concierge (AI setup) — all built into your plan.

Multi-chapter organizations

Run a national or multi-location organization with a parent org and child chapters, roll-up dashboards, shared levels, and flexible billing.

Parent and chapter orgs

Multi-chapter (Enterprise) lets a parent organization manage regional chapters or locations. Each chapter is its own org with its own roster and events, while the parent gets roll-up dashboards across all of them.

What carries across

Roll-up reporting — aggregate members, revenue, and events from the chapters overview.
Shared membership levels that cascade from the parent.
Cross-chapter events with visibility controls.
Roster sharing between parent and chapter.

Billing

Choose parent-pays (the parent covers all chapters) or chapter-pays (each chapter bills independently). Multi-chapter is available on the Enterprise plan.