Here you’ll find step-by-step guides, troubleshooting tips, and key information for YPO chapter platforms including Cvent, Chapter Management Hub, Connect, Canva, and more.
Use the search bar above to find what you need, or browse the collections below.
Still stuck? Your regional manager or CRCM is just a message away - don’t hesitate to reach out for support!
Getting Started
Your getting started guide to YPO's digital platforms
4 authors10 articles
Officer Approvals and Actions
Guides for chapter officers who need provide approvals or take specific actions.
2 authors4 articles
Forum
Guides for managing your chapter forums and managing chapter forum trainings.
3 authors22 articles
Membership
Guides for renewals, managing contact details and process chapter membership portal requests.
2 authors20 articles
Leads
Explore guides for understanding the steps for YPO leads and prospect processing.
2 authors8 articles
Chapter Events
Plan and execute impactful events with guides and best practices tailored for YPO chapters.
4 authors47 articles
Leadership and Operations
Guides for officer identification, training data, and uploading operational documents like chapter bylaws.
3 authors10 articles
Reports and Dashboards
Learn more about reports and dashboards in the CM Hub and Cvent.
2 authors9 articles
Chapter Communication
Find templates, tips, and tools to help you communicate clearly and effectively with your members.
4 authors38 articles
Chapter Manager Learning
From onboarding and workday - find your guides here!
1 author1 article
Commitments/Health Metrics
Learn how to measure, monitor, and maintain the overall health and success of your chapter.
2 authors14 articles