- Industries
- Non-profit, club
A sample day
Non-profit, club
Memberships, dues, events and volunteers: the board and the volunteers work in one place.
A day with Octyo
The moments Octyo helps, from opening to closing time.
- Forms & surveys
New season sign-ups
The membership form on the club’s website has new responses. Each one creates or finds the member’s contact record, with their consents.
- Payments
Dues paid online
The treasurer sends each new member a payment link for their dues. They pay by card or SEPA direct debit, without creating an account.
- Events
Next month’s regatta
The club publishes the regatta: a members-only ticket unlocked with a code, and a paid ticket for the public. The event also appears on the club’s website.
- Wiki & procedures
The safety procedure
The technical lead updates the procedure for going out to sea. Instructors must read it and confirm “I have read and understood”; he can see who has.
- Calendar
The board meeting
The chair finds a free slot for the whole board and books the clubhouse room in Calendar. Everyone gets the invitation by email.
- Chat
Volunteers get organised
In the volunteers’ channel, reception and refreshment stand duties for the regatta are shared out. One message tells the whole channel about the prep meeting.
- Email marketing
The members’ newsletter
The club newsletter announces the regatta, with a button to the ticketing page. It goes to members who agreed to receive it.
The industry pack
The first time you open Octyo, it suggests this industry’s pack, which you can find later in Studio. It prepares the following, and you adjust it your way.
- Membership number, Member type, membership dates, Volunteer and Photo consent fields
- Categories: dues, tickets, activities and courses, refreshment stand and merchandise
- CRM stages for partners and sponsors, up to agreement in principle
- Reception, Supervision, Refreshment stand, Ticketing and Logistics positions in Shift planning
- A reminder: only eligible organisations can issue donation receipts
The apps for this industry
Highlighted in your Octyo when you choose this industry. The others stay one click away.
Other industries
- Restaurant, barFrom the lunch rush to the evening close, the dining room, the kitchen and the team work from the same tools.See the day
- Bakery, pastry shopFrom the bakehouse to the counter, sales, stock and the team are tracked in one place from the early hours.See the day
- Retail shopIn store and online: one stock, one loyalty card and one customer list.See the day
- Online storeFrom paid order to delivered parcel, each step passes from one app to the next with no retyping.See the day
- Trades, constructionFrom signed quote to invoice, from job site to call-out, the business follows its crews in the field and at the office.See the day
- Business servicesFrom the first meeting to invoicing the time spent, the engagement runs without switching tools.See the day
- Beauty, hairdressingOnline bookings, checkout, products and the team schedule: the salon runs on a single tool.See the day
- Health, wellnessSessions, classes and memberships are booked, paid for and invoiced in one place.See the day
- Animal careOwner appointments, clinic stock and counter sales are managed together.See the day
- Hotels, lodgingFrom the morning handover to a seminar enquiry, the team and group stays are managed in one place.See the day
- Transport, deliveryRoutes, vehicles, proof of delivery and driver hours are tracked from the depot to the invoice.See the day
Your day, with Octyo.
The first time you open it, Octyo asks about your industry and highlights its apps. You start with one app, for free.
