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Knowledge base

How to do it in Daviah

Step-by-step how-tos for the work you do in Daviah — each one checked against the product, from the first click to the finished result.

Getting started

Assign roles to your officers and editors

Give your officers, editors and committee members the right level of access in your organisation's admin panel.

Build and preview your site before choosing a plan

Walk through setting up your site, previewing it on its real address, and reaching the Stripe checkout to activate a plan.

Choose a paid plan and publish your site

Subscribe to a Daviah plan through Stripe and launch your public website from the office in a few straightforward steps.

Invite someone to help run your organisation

Send a secure password-set link to a new administrator and add them to your organisation with the roles you choose.

Report a problem or ask Daviah a question

Learn how to file a support ticket from your CMS admin so Daviah can help with bugs, feature requests, and questions.

Run multiple organisations from one account

Learn how to move between churches, clubs, schools, restaurants, or any other organisations you manage, all from one Daviah account.

Sign in with Google or Microsoft

Let your team sign in to Daviah using their existing Google or Microsoft account instead of a separate password.

Sign up and create your organisation

Walk through every step to create your Daviah account, set up your organisation, and get your site ready to launch.

Members

Create and manage committees for your organisation

Step-by-step guide to creating, filling out, and managing committee records for your organisation in Daviah's CMS.

Export your member records to a spreadsheet

Download a CSV file of your organisation's member records, or any other record set, straight to your computer from the Reports screen.

Give a member access to their private portal

Link a member's sign-in account to their member record so they can reach their private portal on your organisation's website.

Import your members from a spreadsheet

Bring your existing membership list into Daviah in one go by uploading a CSV file and reviewing it before anything is saved.

Let visitors request to join from your website

Set up a public join page so visitors can request membership or book a trial, with payments handled automatically through Stripe.

Prepare and submit Grand Lodge returns

How lodge secretaries and officers prepare, verify, and record the submission of annual Grand Lodge returns using Daviah.

Record officer terms and run the annual rollover

Step through the lodge year rollover: stand down outgoing officers, install new ones, and advance your lodge year in one atomic action.

Update a member's details and view their history

Step-by-step guide for secretaries and administrators to edit a member's record and review their full membership history.

Money

Add a donate or pay button to your website

Put a payment or donation button on any page of your organisation's website by adding an Invitation section with a link to your payment provider.

Raise the year's dues and collect them online

Set the year's dues amount, assess every eligible member in one action, and collect payments securely through Stripe.

Waive or correct a member's charge

Adjust what a member owes or waive a charge entirely without deleting records, keeping your books clean and auditable.

Meetings

Approve and amend meeting minutes

Step-by-step guide to approving submitted minutes and recording amendments with a full audit trail on Daviah.

Schedule a meeting and record the minutes

Create a meeting, run it with live notes and markers, then prepare, submit, and approve the official minutes.

Set up a recurring weekly class or session schedule

Learn how to create a repeating weekly class or session so individual meeting records are generated automatically, without manual entry.

Set up a tablet for door check-in at your venue

Pair a tablet to your organisation so members can check themselves in at the door without staff involvement.

Take attendance at a meeting

Mark each member present, excused, or absent for a meeting and record named visitors, all from your Daviah office.

Events

Draft event wording with the AI writing tool

Use Daviah's built-in AI writing tool to produce descriptions, announcements, captions, reminders, and thank-you messages for your events.

Generate artwork and a flyer for an event

Use Daviah's AI artwork tools to create promotional flyers and images for your events, then attach the finished artwork directly to the event record.

Manage RSVPs, guests and the waiting list

Track who is coming to each event, manage guest counts, handle waiting lists, and record telephone replies on behalf of members.

Website

Build a page using the block editor

Learn how to create and publish a page for your organisation's website using Daviah's block editor and live preview.

Choose or change your website design

Apply a ready-made section arrangement to any page on your website, or add one on top of what is already there.

Give someone website editing access

Invite a person to your organisation as a Website Editor so they can update pages and web content without touching membership, finance, or admin controls.

Post a news announcement to your public website

Learn how to write and publish a news notice so it appears publicly on your organisation's website news page immediately after saving.

Publish a page on your website

Step-by-step guide to creating and publishing a page on your organisation's website using Daviah's CMS.

Review enquiries sent through the contact form

Learn how to find, read, update, and file contact form enquiries sent through your organisation's website.

Set your organisation's brand colours

Choose the three hex colours that define your organisation's look across every page of your public website.

Upload a document and control who can see it

Learn how to upload a document to your organisation's CMS, set its category, and choose exactly who can read it.

Upload a photo album and set its visibility

Learn how to create a photo album, upload photographs, reorder them, set who can see them, and publish the gallery on your Daviah site.

Messages

Send a message to a committee

Send an email to every committee member who has an address on file, straight from your Daviah office.

Send a newsletter to your website subscribers

Step-by-step guide to writing and sending a newsletter email to everyone subscribed through your Daviah website.

Send an email to your members or a group

How to send a drafted message to all your members or a specific group, with a live preview of who will receive it before you commit.

Shop

Enable online ordering and accept your first order

Set up Stripe, configure your ordering settings, publish a price list, and accept your first paid order through the Order Station.

Pause ordering or limit it to your opening hours

Stop orders immediately or restrict them to your opening hours so customers only order when you are ready to serve them.

Publish a menu or product catalogue on your site

Set up your price list, add sections and items, then drop a menu or shop block onto any page so visitors always see live prices.

Refund a customer's online order

Step-by-step guide for lodge admins and treasurers to issue a full or partial refund against a charged online order through Stripe.

Account

Close your sign-in account

Permanently delete your Daviah sign-in account, removing your credentials and memberships while leaving all authored records intact.

Reactivate your organisation after a lapsed plan

How to pay an overdue invoice through the Stripe Billing Portal so your website and office are restored after a lapsed subscription.

Switch to annual billing to save money

Save money by switching your organisation's subscription from monthly to annual billing through the Stripe billing portal.