User guide / Get started Get started Register your society, set up your page and invite your team.
User guide / Events & webinars Events & webinars Create events, take registrations, run webinars and check people in.
User guide / Memberships & payments Memberships & payments Create memberships with a link, approve requests and check receipts.
User guide / Certificates Certificates Design a certificate, issue it to everyone who attended and let anyone verify it.
User guide / Team, members & messages Team, members & messages Roles, your member list, announcements and answering questions.
User guide / For members For members Joining a society, tickets, your member card and getting help.
User guide / Get started Register your society
Ask for your society’s space on Socievy. A person checks every request.
1 Open the form Press Register your society on socievy.com. It takes a few minutes.
2 Tell us about your society Add its name, the address you want (for example socievy.com/robotics), its type, where it is based and who you are.
3 Send it We check every request by hand, usually within a couple of days. You’ll see the status when you sign in, and we email you the outcome.
4 Go live When it is approved, sign in at socievy.com/portal/login. It takes you straight to your admin area.
Good to know Pick your address carefully. It is used in every link and QR code you share, so changing it later breaks the ones already printed.
User guide / Get started Sign in and find your way around
Where your team signs in, and what each part of the admin area is for.
1 Sign in Use socievy.com/portal/login, or your society’s own sign-in page. You can use Google, or your email and password.
2 Use the left bar On a computer the icon bar on the left lists every area your role can see. On a phone it is a bar at the bottom: slide it sideways for more.
3 Start on Overview Overview shows what needs you today: receipts to check, requests waiting and what is coming up. The Needs you pill at the top counts them.
4 Use search Press / to search members, events and payments, or to jump to any page.
User guide / Get started Set up your society’s page
Add your logo, colours and a few lines about who you are.
1 Open Website In the admin area choose Website & Branding .
2 Add your logo and write about you Upload a logo, add a one-line tagline and a short about text. These appear on your page at socievy.com/yourname.
3 Add your links Add Instagram, LinkedIn, WhatsApp or your own website so people can find you.
4 Choose what to show You can switch sections of your public page on or off, like events and the certificate checker.
5 Check it Open your page in a new tab and look at it on your phone too. Then share the link.
Good to know Open Settings too. Set your time zone and a certificate prefix, and add a support email members can write to.
User guide / Get started Add your payment accounts
Tell members where to send money. You only do this once.
1 Open Settings Go to Settings and find Payment accounts .
2 Add an account Choose a name such as JazzCash, Easypaisa or a bank. Add the account title and number and any instructions, like “send the exact amount”.
3 Keep it current Turn an account off if you stop using it. Events and memberships can limit which accounts they accept.
Good to know Socievy does not take card payments. Members pay into your account and upload a receipt, and you approve it.
User guide / Get started Invite your team
Give each person a role, so they see only what they need.
1 Open Team & Roles Choose Team & Roles in the admin area.
2 Invite someone Enter their email and choose a role. They get an invitation that works for 7 days.
3 They accept They sign in or create an account with that same email address, and they are in.
4 Change a role any time Open the person in the team list to change their role or remove them.
Good to know Turn on two-step sign-in for admins from Security in your account menu (top right).
User guide / Events & webinars Create an event
Set the date, place, seats and price, then publish it.
1 Start Choose Events , then New event (or press N ).
2 Fill in the basics Title, date and time, a description, a banner picture, and whether it is online or in person with a location.
3 Set seats and price Add a seat limit if you have one. Leave the price at 0 for a free event, or set a fee and an optional lower price for members.
4 Choose who can join Everyone, members only, or a member group. You can also ask to approve each registration yourself.
5 Certificates Turn on certificates if people who attend should get one, and pick the design.
6 Publish Save it as a draft to keep working, or publish it so it shows on your page and people can register.
Good to know Anything you put in the registration questions is asked of every person who signs up.
User guide / Events & webinars Seats, waitlists and prices
How full events and fees behave.
1 Seats When the seat limit is reached, new people join a waitlist instead of being turned away.
2 When a seat opens If someone cancels, the next person on the waitlist is moved up and notified inside the app.
3 Paid events A person who registers for a paid event is sent to checkout, pays into one of your accounts and uploads a receipt. Their place is confirmed when you approve it.
4 Member prices Set a lower price for active members. Socievy picks the right price for each person.
User guide / Events & webinars See and manage registrations
Who is coming, who is waiting and who still needs approval.
1 Open Registrations Choose Registrations (shown as Sign-ups on small screens) and pick an event.
2 Approve or decline If you turned on approval, new requests wait for you. Open one to approve or decline it.
3 Add someone by hand Use the add button to register a person yourself, for example someone who paid in cash.
4 Export the list Download the list as a CSV from Reports & Exports .
User guide / Events & webinars Run a webinar
Your own Zoom, Meet or Teams link, with registration, attendance and questions handled.
1 Create it Choose Webinars , then create one. It works like an event: date, seats, price and who can join.
2 Add your link Paste the Zoom, Google Meet or Microsoft Teams link. Socievy does not host video, so you start the meeting yourself.
3 People join from a page A little before the start, registered people get a notification and a join page opens. When they join they are marked present.
4 Answer questions People can send questions from the join page. You see them in the webinar’s control room.
5 Share the replay After the session, add the recording link so people can watch it.
Good to know Attendance is marked automatically, so certificates can be issued straight away.
User guide / Events & webinars Check people in
Scan tickets or share a live code.
1 Open Attendance Choose Attendance and the event.
2 Scan Use the scanner to read a ticket or member card QR code.
3 Or share a code Make a live code and send it to everyone registered, as a notification inside the app. People enter it on their phone.
4 Fix mistakes You can mark someone present by hand from the attendance list.
Good to know People marked present are the ones who can receive certificates.
User guide / Events & webinars Use the planner and calendar
One calendar for everything your team has on.
1 Open Planner Choose Planner . Events, webinars, deadlines and renewals show up together.
2 Add tasks Add your own tasks and reminders for the team.
3 Subscribe Copy the calendar link into Google Calendar or Apple Calendar to see it there too.
User guide / Memberships & payments Create a membership and share its link
Each membership has its own link you can post anywhere.
1 Open Memberships Choose Memberships . You start on 1. Memberships .
2 Press New membership Give it a name, a fee (0 is free), how long it lasts and a few benefits.
3 Choose how it works Say whether an admin approves applications, which payment accounts it accepts, and whether it shows on your home page.
4 Copy the link Each card shows its link, like socievy.com/yourname/membership/general. Copy it and post it in your group chats or on Instagram.
5 Turn it off Use Turn off to stop new applications. The link still opens but says it is closed.
Good to know A membership that is not listed on your home page still works through its link.
User guide / Memberships & payments Choose the questions people answer
The same short form for every membership.
1 Open the questions On 1. Memberships , open Questions people answer when they apply .
2 Add and arrange Add short answers, long answers, choices or a file upload (for example a student card). Mark what is required.
3 Keep it short Ask only what you need. People finish short forms.
User guide / Memberships & payments Approve membership requests
Look at each request, then approve, decline or ask for more.
1 Open Requests Choose 2. Requests . A number shows how many are waiting.
2 Read the application Open a request to see the person’s answers, their uploaded files and any receipt.
3 Decide Approve it, decline it with a reason, or ask for more information. The person is notified in the app.
4 For paid memberships The request appears once the person has uploaded a receipt. Check the receipt in Payments, and approve the request when it is right.
Good to know When you approve, the person gets their digital member card straight away.
User guide / Memberships & payments Member cards and renewals
Who is a member now, and who is about to expire.
1 Open Members Choose 3. Members to see everyone with a membership. Filter by active, expiring soon or expired.
2 The card Each member has a digital card with a QR code. Scan it at the door to check them in.
3 Renewals The Overview and this list show who expires in the next 30 days. Members see a Renew button in their own app.
4 Suspend or cancel Open a member to suspend or cancel a membership, and add a note for your team.
User guide / Memberships & payments How members pay
The receipt flow, from the member’s side.
1 They see the amount At checkout they see how much to pay and your accounts, with a copy button for the number.
2 They pay They send the money from their own banking or wallet app.
3 They upload a receipt They upload a screenshot or PDF, with the amount, date and an optional transaction ID.
4 You approve The receipt joins your queue in Payments . Once you approve it, their registration or membership is confirmed.
Good to know Members are told inside the app when their payment is approved or needs attention.
User guide / Memberships & payments Check and approve receipts
Keep money tidy with one queue.
1 Open Payments Choose Payments . The first tab is the Verification queue .
2 Open a receipt Compare the amount, date and reference with your account or wallet app.
3 Approve or decline Approve it if it is right. If not, decline with a reason; the person is told and can upload a new one.
4 Fixing a wrong approval You can mark a payment as refunded and note a refund due, so your records stay true.
Good to know Only people with the right role can approve payments. Every approval is written to the activity log.
User guide / Memberships & payments The ledger and exports
A clear record of every payment.
1 Open the Ledger In Payments , open the Ledger tab. Filter by status, event, method, dates or person.
2 See totals The top shows what is approved, what is waiting and what has been refunded.
3 Export Download the ledger as a CSV for your treasurer or your end-of-term report.
User guide / Certificates Choose or upload a certificate design
Start from a designed template, or use your own.
1 Open Certificates Choose Certificates , then the Templates tab, and press New template .
2 Pick a design Choose from the ready-made designs, set your accent colour and add up to two signatures with their pictures.
3 Or upload your own Upload a full-page PNG, JPG or one-page PDF made for the same page shape. Socievy places the name, event, date and QR code on top.
4 Name it and save Give it a name and save. You can use different templates for different events.
Good to know Names with letters outside the Latin alphabet cannot be printed on certificates yet.
User guide / Certificates Use the drag-and-drop editor
Place, resize and style everything on the certificate.
1 Drag things where you want them Click an item to select it, then drag. Pink guide lines show when it lines up with another item or the centre of the page.
2 Resize and turn Use the corner squares to resize and the round knob above an item to turn it.
3 Add things From the Item tab add text, shapes, a QR code, your logo or your own pictures. In custom text you can insert placeholders like {name}.
4 Line things up Drag a box around several items, then use the toolbar to align them or space them evenly. Use Layers to reorder, hide or lock items.
5 Check it Use Try with to test a very long name, then Preview PDF to see the real file.
6 Undo Ctrl+Z undoes and Ctrl+Shift+Z redoes. Nothing is saved until you press Save template .
Good to know The Guide tab inside the editor lists every shortcut.
User guide / Certificates Issue certificates
Send certificates to everyone who attended.
1 Open the Issue tab In Certificates pick the event. It shows how many people attended and who is still waiting.
2 Issue Press issue. Each person gets a PDF with a unique ID and a QR code, and a notification in the app.
3 Automatic Turn on automatic issuing for an event to send certificates as soon as attendance is final.
4 Fix a mistake You can reissue a certificate with corrected details, or revoke one that should not be valid.
Good to know Only people marked present are eligible.
User guide / Certificates How people verify a certificate
Anyone can check that a certificate is real.
1 Scan the QR code Every certificate has a QR code. It opens the verification page on your society’s site.
2 Or enter the ID People can also type the certificate ID into the checker on your public page.
3 The result They see the name, the event, the date and whether it is valid or has been revoked.
User guide / Team, members & messages Roles and what they can do
Give people only the access they need.
1 Super admin Everything, including the team, settings and payments.
2 Program manager Events, webinars, registrations, planner and feedback.
3 Registration team Registrations for events.
4 Finance Payments and receipts, and reports.
5 Attendance Check-in and attendance.
6 Certificates Templates and issuing certificates.
7 Communications Notification Center and the member inbox.
Good to know Every action is written to the Activity log, so you can see who did what.
User guide / Team, members & messages Manage your members
Add people, import a list and open any profile.
1 Open Members Choose Members to see everyone. Search, filter and sort.
2 Add a person Use Add member , or share your society link and let people create their own accounts.
3 Import Import a CSV to add many people at once. Check the preview before you confirm.
4 Groups and tags Put people in groups (for example the executive team) so you can message them or limit an event to them.
5 Open a profile See someone’s registrations, payments, certificates and membership in one place.
Good to know Google sign-ups must finish their profile (WhatsApp number, city, university) before they can register or apply.
User guide / Team, members & messages Send an announcement
In-app notifications to everyone, a group or an event’s people.
1 Open Notification Center Choose Notification Center and press New message .
2 Write it Add a title and message. You can add a button that links to an event or a page.
3 Choose who Everyone, members, a group, or people of an event (registered, attended, absent or unpaid). The count updates as you choose.
4 Send or schedule Send now, or choose a date and time. You can save a draft or send a test to yourself first.
Good to know Everything is sent inside the app as a notification. Socievy does not send these by email.
User guide / Team, members & messages Automatic reminders
Reminders that go out on their own.
1 Open Automatic In Notification Center open the Automatic tab.
2 Choose what to send Event reminders before the start, webinar “starting soon” notices, and membership expiry reminders.
3 Quiet hours Set quiet hours in Settings so reminders wait until morning.
Good to know A webinar’s join notice ignores quiet hours, because a live session cannot wait.
User guide / Team, members & messages Answer members’ questions
A simple inbox, not a live chat.
1 Open the Inbox In Notification Center open the Inbox tab. A number shows questions waiting.
2 Reply Open a conversation to read it and write a reply. The member gets a notification and sees your answer in their Messages.
3 Use quick replies Under the box are the answers you wrote for the suggested questions. Tap one to insert it.
4 Mark it done When it is finished, press Mark as done . If the member writes again, it opens again.
5 Edit the suggested questions Under the list you can change the questions members see, and add a quick answer to each so people sometimes don’t need to ask.
User guide / Team, members & messages Reports and exports
Download your data and your end-of-term summary.
1 Open Reports & Exports Choose it in the admin area.
2 Download a CSV Pick a topic (members, memberships, events, registrations, attendance, payments, certificates and more), add dates if you like, and download.
3 Get the summary Download the activity report as a PDF, or everything as one ZIP.
Good to know Exports follow your role: you only get what your role lets you see.
User guide / Team, members & messages Security and the activity log
Keep your society’s account safe.
1 Turn on two-step sign-in Open Security from your account menu and set up two-step verification. Super admins are asked to.
2 Check the Activity log Activity shows who did what and when.
3 Keep your own details current Choose My profile and photo in the account menu to change your name or photo.
User guide / For members Join a society and sign in
Your account belongs to one society.
1 Open your society’s link It looks like socievy.com/yourname. Ask your society for it.
2 Create an account Use Continue with Google , or your email and a password. Email sign-up sends a one-time code to confirm it.
3 Finish your profile Add your WhatsApp number, city and university. You need these to register for events and apply for memberships.
Good to know One account belongs to one society. To join another, use a different email.
User guide / For members Register for an event and get your ticket
From “Register” to a QR code on your phone.
1 Find an event Open your society’s page or your dashboard and pick an event.
2 Register Free events confirm straight away. Paid events take you to checkout.
3 Pay and upload Send the money to one of the accounts shown, then upload your receipt. You’ll be notified when it is approved.
4 Show your ticket Your ticket has a QR code. Open it from Events and show it at the door.
Good to know If an event is full you join the waitlist and are told if a seat opens.
User guide / For members Pay and upload your receipt
The two steps at checkout.
1 Pay Pick one of the accounts shown and send the exact amount. Use the copy button for the account number.
2 Upload Upload your screenshot or PDF, enter the amount and date, and add the transaction ID if you have one.
3 Wait for the check A person checks it by hand. You’ll be told when it is approved, or why it needs another look.
User guide / For members Your membership card
Apply once, then keep your card on your phone.
1 Apply Open the society’s membership link or Plan in your app. Choose a membership and answer the questions.
2 Pay if there is a fee Paid memberships go to checkout. Free ones go straight to the society.
3 Get your card When you are approved your card appears under Plan , with a QR code to show at events.
4 Renew A Renew button appears when your membership is close to ending.
User guide / For members Certificates and verification
Download yours and share it.
1 Find it Open Learning in your app. Certificates for events you attended are listed there.
2 Download Open one to download the PDF.
3 Share it Anyone can scan the QR code on it to check it is real.
User guide / For members Ask the society a question
Messages, not a chat room.
1 Open Messages Choose Messages in your app.
2 Pick a question or write your own Tap a suggested question. If it has a quick answer you’ll see it first.
3 Send it Add a few details and send. The team replies inside the app and you get a notification.
Good to know Replies show in the same conversation. You can write back at any time.
User guide / For members Put Socievy on your phone
Use it like an app.
1 On Android Open your society’s page in Chrome and choose Install app or Add to Home screen .
2 On iPhone Open the page in Safari, tap the share button and choose Add to Home Screen .
