GETTING STARTED

Your First 7 Days on AMS Platform

A practical day-by-day guide to get your association fully operational.

🚀

Day 1

Account & Branding

Create your admin account at /signup
Upload your association logo and set brand colors
Configure your subdomain (e.g., pasha.amsplatform.com)
Set organization name, tagline, and contact details
Choose your default currency (PKR, GBP, HKD, USD)

👥

Day 2

Members & Tiers

Define membership tiers (Student, Individual, Corporate, Founding)
Set pricing for each tier — annual and monthly options
Import existing member database via CSV/Excel upload
Configure auto-renewal and grace period settings
Set up welcome email template for new members

💳

Day 3

Payments & Finance

Connect PayFast, JazzCash, or Easypaisa gateway
Set up bank transfer details for offline payments
Configure invoice templates with FBR-compliant format
Enable automatic payment reminders (7/3/1 day sequences)
Test a sandbox payment end-to-end

📅

Day 4

Events & Communication

Create your first event (AGM, workshop, webinar)
Set up event registration with tiered pricing
Configure Tri-Mode Chat (WhatsApp, Discord, Slack)
Set up notification preferences per membership tier
Draft your first member announcement email

🤖

Day 5

AI & Automation

Enable AI Document Intelligence for CNIC/NTN verification
Configure document auto-classification rules
Set up automation: renewal reminders, event follow-ups
Configure MoU management workflow (draft → review → sign)
Set up your advocacy center with policy tracking topics

📊

Day 6

Analytics & Reports

Configure executive dashboard widgets
Set up scheduled reports (weekly digest, monthly financial)
Define KPI targets for membership growth, engagement, revenue
Enable the engagement scoring algorithm for members
Customize report exports (PDF, Excel, CSV)

🚢

Day 7

Go Live!

Review all settings in the launch checklist (below)
Send launch announcement to imported members
Post your member portal link on social media
Monitor first-day metrics on the dashboard
Celebrate! Your association is now digital-first 🎉

Typical Timeline

1

Day 1

Sign up & configure

2

Day 2-3

Import members

3

Day 4-5

Customize & test

4

Day 6-7

Go live! 🎉

🎬 Video Tutorials

Platform Overview

Quick tour of all modules and features

5 min

Member Management

Import, manage, and engage members

8 min

Event Setup

Create and manage in-person & virtual events

6 min

Payment Collection

Set up gateways and collect dues online

7 min

AI Document Processing

CNIC verification and auto-classification

4 min

Reports & Analytics

Dashboard customization and scheduled reports

5 min

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