Organization Management

This section covers the tools for configuring your organization’s settings and shaping the profile that members see.

The Meetings Management category contains the tools organizations use to create, manage, and evaluate their meetings. This includes meeting setup, meeting scheduling, registrations, and attendance.

Learn how to create, edit, and archive your organization's chat rooms.

This category contains articles related to subscribers and the subscription process. Learn what subscribing means, how to manage subscribers, how to use subscription settings to control access, and how to customize the information you collect through the intake form and related tools.

This category contains articles about storing and sharing important materials such as documents, images, reference materials, and more.

The Team Members category explains how to manage the people who have access to your organization’s administrative tools. It covers team roles, permissions, and the steps for adding, editing, and removing team members.

The Surveys and Feedback category contains the tools organizations use to collect and review subscriber input before and after meetings. This includes subscriber ratings and comments, optional post‑meeting surveys, and optional pre‑meeting surveys.

Learn about managing meeting payments, donations, refunds, coupons, and transferring funds to your organization’s bank account.

This category contains articles that explain the reports available in HeyPeers and the different export files administrators can generate across the platform.