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Welcome to Locable: A Quick Guide for New Staff & Volunteers

Learn the basics, discover key resources, and find the tools you'll use most often.

Available for all plans on the Locable Marketing Platform

 

This article is designed to help a new staff member, volunteer, board member, intern, or contractor understand the basics of your organization's Locable account and point you toward the resources you'll need most often.

Locable Communities benefit from Local Connections™ which provides content and data infrastructure for communities to automate calendars, directories and more, while enabling local businesses to tie together their digital presence (website, Facebook Page, Google Business, and Main Street / Chamber / Tourism site directories).

Our software comes in 3 modules we call Cores, in addition to the tools for small businesses. Explore each below:

Start with Our Introduction Video

Before jumping into specific tasks, we recommend watching our Introduction 'Demo On Demand' for a quick overview of the Locable platform and real-world examples of how the various tools work together.

This brief video will introduce you to:

  • The basic layout of the platform
  • Common tools and features
  • How content is connected across your website and marketing tools
  • Where to find important resources

Popular Features & Activities

Jump to the sections below

Understand Your Role

Every organization uses Locable differently. 

Before spending time learning every feature, connect with your organization's administrator, supervisor, or team lead to understand:

  • Which tools you'll be responsible for using
  • What types of content you'll manage
  • Any internal processes your organization follows
  • Who to contact when questions arise

Most users only need access to a small portion of the platform to successfully perform their responsibilities.

 

Common Tasks in Locable

Depending on your role, you may be responsible for one or more of the following activities:

Posting Events

Many organizations use Locable to promote:

  • Community events
  • Meetings and workshops
  • Fundraisers
  • Festivals
  • Classes and programs
  • Member events

Creating complete event listings helps keep your website current and may support additional promotional efforts depending on how your organization uses Locable.

Helpful Resources:

Publishing News, Blogs, & Announcements

Blog and news content helps keep your website fresh while sharing updates with your community. Common examples include:

  • Organization news
  • Business spotlights
  • Event recaps
  • Community announcements
  • Success stories
  • Volunteer highlights

Helpful Resources:

Managing Contacts & Organizations

Your organization may use Locable's CRM tools to manage:

  • Businesses
  • Members
  • Sponsors
  • Community partners
  • Volunteers
  • Contacts

Keeping this information accurate helps ensure directories, communications, and reporting remain up to date.

Helpful Resources:

Updating Website Content

Many users are responsible for keeping website content current. Common updates include:

  • Creating new pages or editing page content
  • Updating images
  • Adding buttons or links

Helpful Resources:

 

Additional Features Your Organization May Use

Not every Locable account includes the same tools. Your access will depend on your organization's subscription and setup.

Express Email Newsletters

Some organizations use Locable's Express Email Newsletter tools to communicate with members, businesses, sponsors, or community subscribers.

Helpful Resources:

Membership Management

Organizations with Membership Management enabled may use Locable to manage memberships, renewals, payments, and member records.

Helpful Resources:

Forms & Registrations

Many organizations use forms to collect registrations, inquiries, applications, sponsorship requests, and other submissions.

Helpful Resources:

 

Need Help?

Your organization's administrator or supervisor is typically the best resource for questions about internal processes, responsibilities, and workflows.

For questions about how a specific Locable feature works, visit our Help Center for step-by-step guidance and best practices.

Help Center

If you cannot find the answer you're looking for, contact our support team. We're happy to answer specific questions and, when appropriate, may recommend a brief support call focused on a particular feature or task.