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Getting Started with AMS

This guide walks you through creating your organization, selecting your engine, and managing your first members and events.

Step 1: Create Your Organization​

  1. Open Hub and navigate to Billing
  2. Add The One AMS subscription
  3. Once activated, open AMS from the waffle menu
  4. You'll land on the organization selection screen

If this is your first time, click Create Organization to begin the setup wizard.

Step 2: Select Your Engine​

The setup wizard asks you to choose your organization type. This selection configures the entire platform — terminology, available modules, billing workflows, and default settings.

EngineChoose This If You Are
AssociationA professional association, trade group, or industry body
NonprofitA nonprofit, foundation, or charitable organization
HOAA homeowner association or property management community
ChamberA chamber of commerce or business networking organization
ClubA social club, hobby group, or community organization
💡You can change module settings after setup, but the engine type determines your core terminology and workflows. Choose the one that best matches your organization.

Step 3: Configure Organization Settings​

After selecting your engine, configure:

  1. Organization name — Your association, nonprofit, or community name
  2. Timezone and locale — Sets default formatting for dates, currency, and language
  3. Currency — Primary currency for dues and billing (multi-currency available for international orgs)
  4. Branding — Upload your logo and set your accent color

Navigate to Settings at any time to update these values.

Step 4: Set Up Membership Tiers​

Membership tiers define the levels in your organization. Navigate to People → Membership Tiers and create your first tier:

  1. Click New Tier
  2. Enter the tier name (e.g., "Individual Member", "Corporate Member", "Board Member")
  3. Set the dues amount and billing frequency (monthly, quarterly, annual)
  4. Define which benefits and module access this tier grants
  5. Save the tier

Create as many tiers as your organization needs. Members are assigned to a tier when they join or are imported.

Step 5: Add Your First Members​

Navigate to People to begin building your member directory:

Add manually:

  1. Click New Member
  2. Fill in profile fields — name, email, phone, address, membership tier
  3. Save

Import in bulk:

  1. Click Import in the People toolbar
  2. Upload a CSV file with member data
  3. Map CSV columns to AMS fields
  4. Review the preview and confirm import

Each member gets a complete profile with contact information, membership history, payment records, event attendance, and engagement metrics.

Step 6: Create Your First Event​

Navigate to Events and click New Event:

  1. Enter the event title, description, and date/time
  2. Set the location (physical address or virtual meeting link)
  3. Add ticket types with pricing (free or paid)
  4. Configure registration settings — capacity limits, waitlist, RSVP deadlines
  5. Optionally add sessions, speakers, and check-in settings
  6. Publish the event

Members can register through the admin interface, the member portal, or your AMS-built website.

Step 7: Send Your First Communication​

Navigate to Communications and click New Campaign:

  1. Choose the channel — Email, SMS, or Newsletter
  2. Select or create a template
  3. Choose your audience — all members, a specific tier, or a custom segment
  4. Compose your message
  5. Preview and send (or schedule for later)
ℹī¸SMS messaging requires phone numbers to be configured in Communications → Phone Setup. Email campaigns use your configured email domain or the default platform sender.

Key Concepts​

TermMeaning
EngineThe organization type that configures terminology and available modules
ModuleA functional area of AMS (People, Events, Finance, etc.) — enable or disable as needed
Membership TierA level of membership with associated dues, benefits, and access
Digital CardA shareable digital membership card generated for each active member
Automation RuleA trigger-action pair that runs automatically (e.g., send welcome email when member joins)

What to Expect in the First Week​

  • Day 1: Set up your organization, import members, and configure membership tiers
  • Day 2–3: Create your first events, set up communication templates, and configure billing
  • Day 4–5: Explore modules relevant to your engine — learning, volunteers, advocacy, HOA properties, or chamber directory
  • Ongoing: Members engage through events, the portal, and communications; analytics dashboards populate with real data

Next Steps​