MatchUP Help

How To Video's

Sending an Email

Impersonate an Entity

Making an Appointment

General Concepts for the MatchUP System:

Organizations use the MatchUP system to select and schedule meetings with each other.  The system times and locations are fixed.  The users only have to select the organization they wish to meet with.  The system keeps track of all users schedules and will ensure no conflicts occur.  The system allows easy scheduling and viewing of appointments.

Member Login:

The URL will depend on your installation. Refer to the link sent to you by your account manager. In general the link will be the base address for your application with "administrator" on the end. For example: http://nonprofitapps.net/abc1/  where you would replace "abc1" with your organizations alias.

Basic functions for managing content are as follows:

Adding an Appointment

Confirming an Appointment

Reserving Timeslots

Adding an Appointment

- SelectMake Appointments from the top menu

- Choosea Company from the list which has an opening and select the "+" icon to add it to your list

- You may repeat this process with other companies

- When you have finished selecting companies you need to "Confirm" these appointments by selecting the "Confirm Pending Appointments" button

Note: You can use the filter or search function to search for a company. You can sort or filter by column heading.

Confirming an Appointment

Reserving Timeslots for Personal User

In order to hold timeslots so the system will not schedule appointments you can "Reserve" timeslots.

- Select Reserve Timeslots from the top menu

- Check the timeslot you wish to reserve, and enter an optional label for this timeslot.  This label will only be visable to you.