Configuration Checklist

We’ve created a simple checklist to help you configure your new Bilby site. Once you’ve completed the following steps, you’re ready to start running activities!

Configure Your Bilby Site

1. Site Settings
   • General Settings
   • Date & Time Settings
2. User Configuration
   • Create User Types
   • Add Fields to User Types
   • Create User Tags
   • Update User Settings
   • Create Member Products
   • Update Default Privacy
3. Activity Configuration
   • Create Activity Types
   • Add Fields to Activity Types
   • Add Activity Tags
4. Connect Payment Provider
5. Import or Create Records
6. Create and public Activities!

Help with Configurations

We understand that adopting a new system can be challenging. If you need any help with your Partner site, we’re here to support you throughout your Bilby journey. Simply Contact Us us, and we’ll be happy to guide you!