Getting started

Before you start

• One place your records already are. A sheet, an email label, a calendar, a folder, a chat or a photo of a sign-up sheet. Add the rest later.Google SheetsGoogle DriveGoogle DocsGmailGoogle CalendarGoogle FormsWhatsAppPhotos and filesMore sourcesMicrosoft 365SlackTelegramTelegram export
• The names of your programmes, and the other names people use for them (“LC” for Legal Clinic).
• The names of your staff and regular volunteers, so they are never counted as people served.
• An account that can already open those records.

Nothing changes for your volunteers.

The seven steps

The times are our estimates.

1. 1

   About your organisation

   Your name, the kind of work you do and your timezone.

   1 minute

2. 2

   Your programmes

   One to eight, and the other names people use for them.

   2 minutes

3. 3

   Your team

   Staff and regular volunteers, so they're never counted as people served.

   2 minutes

4. 4

   Connect your first source

   Pick one, and what it may read. You can skip this.

   2 to 5 minutes

5. 5

   Reading your data

   Evidently reads it. You can leave the page.

   Depends on the size

In your first week

Next steps, in the app, lists what's left.

1. 1

   Connect the rest of your sources. Each adds to the same numbers.

2. 2

   Answer the questions in Review. The made-up charity has 89 for you to try.

3. 3

   Check your team list and programme names in Settings.

4. 4

   Invite a colleague in Settings, Members. A contributor can upload and check. A viewer can only look.

Ready to try it with your own records?