AM Progress Meeting
August 25, 2026

Topics Include: 
Website Builder, QuickBooks and Sage Integration, Improvements to Reports, Mass Invoice Mailing, Communication Click Tracking, AI Help Bot, Skills and Assessments Feature

AM Progress Meeting
May 5, 2026

Topics Include: 
Club Portal, Client Relations Management, Membership Cards in virtual wallets, Duplicating Invoices, Creating Multiple Invoices at once, Communication Templates, Encrypted Questions, Quiz Feature, Form Tags and Organization, Calendar Events

AM Progress Meeting
January 22, 2026

Topics Include: 
 Coach evaluations, Perks of NSO and PSO using Activity Messenger, Notification Based on Selection Question, Sample Questions, Stripe, Interac E-Transfer, Memberships, Coach Registration Form and Microsite, Waitlists

AM Progress Meeting
September 23, 2025

Topics Include: 
Memberships, Shuttle Bookings, Coach Portals, Activity Messenger Fees, Seating Maps, Collecting Member Fees From Clubs, Pulling Accounting Reports, Ledger Codes, Newsletters, Embedded Calendars

AM Progress Meeting
March 25, 2025

Topics Include: 
Staff Management, Staff Scheduling, Point of Sale Transaction Portal, Online Store, Ledger Codes

AM Progress Meeting
November 6, 2024

Topics Include: 
Crowd Funding, Interac E-Transfer Payments, Bilingual Forms

How to use the Terms and Conditions Menu

How to Connect to My PSO Hub / Client Portal

How to add your President or ED information

How to modify your President or ED information

How to update your board members

How to save a form

How to export completed documents as an Excel file