Phase 1: Visual & Branding Setup

Navigate to the Home page

Hover over the main cover image

Click the three dots in the top-right corner of the image

• [ ] Edit Cover Image: Upload a high-quality image that represents your community (this is the first thing users see)
• [ ] Edit Community Information: Ensure the community name and basic details are correct

Phase 2: Configure "Discover" (Service Shortcuts)

• [ ] Locate the "Discover" section on the Home page
• [ ] Click "Go to →" to view the full list
• [ ] Click the Cogwheel icon ⚙️ in the top-right corner to enter edit mode
• [ ] Select Services: Choose which services (e.g., Bookings, Events, Issues) should appear as shortcuts
• [ ] Reorder Services: Arrange them in order of importance so the most used tools are first
• [ ] Pin Services: Ensure critical services are "Pinned" in their respective service settings so they appear here automatically

Phase 3: Content Sections Configuration

Configure "Latest Messages"

• [ ] Check Channels: Ensure you have active channels with public or targeted messages, otherwise this section will be empty

Configure "Groups"

• [ ] Set Favourites: Go to the Management section and set important public groups as "Favourites" so they appear on the Home page

Configure "Meet the Team"

• [ ] Profile Visibility: Have Community Managers set their profile visibility to "Community" (not Private)