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Step-by-step instructions for the most common tasks.

How to Reset Your Password

  1. 1 Go to the login page and click "Forgot Password".
  2. 2 Enter the email address linked to your account.
  3. 3 Check your email for a reset link (check your spam folder too).
  4. 4 Click the link and enter your new password.
  5. 5 Log in with your new credentials.

How to Add Members to Your Group

  1. 1 Log in and go to your group dashboard.
  2. 2 Click "Members" in the left sidebar.
  3. 3 Select "Invite Members".
  4. 4 Enter the member's email address or copy the join link to share.
  5. 5 The member will receive an invitation email or can use the join link.

How to Record a Contribution / Payment

  1. 1 Navigate to "Invoices" in your group dashboard.
  2. 2 Find the relevant invoice in the list.
  3. 3 Click "Record Payment".
  4. 4 Enter the payment amount, method (M-Pesa / bank / cash), and reference.
  5. 5 Save — the payment will appear in your financial records.

How to Generate a Financial Report

  1. 1 Go to your group dashboard and click "Reports".
  2. 2 Select the reporting period (month, quarter, or custom range).
  3. 3 Choose the report type (contributions, invoices, or summary).
  4. 4 Click "Generate Report".
  5. 5 Download as PDF or view on screen.
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