Quick Start

Getting started with Orbit takes just a few minutes. No credit card required.

Create Your Portal

  1. Click Get Started on the top right of the Orbit homepage
  2. Enter your organization name and email address
  3. That's it — your portal is generated and ready to go

All new accounts start with a 30-day free trial on the Pro plan, giving you full access to every feature while you get set up.

Guided Setup

When you first enter your portal, we'll guide you through making it your own. The onboarding process walks you through four key areas:

1. Import Your Data

If you're coming from an existing platform or have data in spreadsheets, we'll help you get it into Orbit right away. You can import:

  • Members and users — bring in your existing member list
  • Events — import upcoming and past events
  • Courses — import course catalogs
  • Resources — import files, links, and videos
  • Announcements — import existing news and updates
  • Directory entries — import member profiles

You can import from spreadsheets, by pasting links to existing content, or by copying and pasting raw data. See Importing Data for all the options.

If you'd prefer hands-on help, almost all plans include a white glove onboarding service — just contact us and we'll handle the migration for you.

2. Customize Your Theme

Make your portal look and feel like your brand. Set your colors, upload your logo, and choose a navigation style — or let our AI theme generator create a theme based on your existing website or a text description. See Theming for details.

3. Connect Your Tools

Set up integrations with the services you already use:

  • Stripe — connect your Stripe account to accept payments for memberships, events, and courses
  • Zoom — connect your Zoom account for virtual events with automatic meeting creation and registrant enrollment
  • Google Login — enable sign-in via Google for your members
  • Custom OAuth2/SSO — connect your own identity provider (higher tier plans)

See Integrations for the full list.

4. Configure Your Portal

Fine-tune how your portal works:

  • Feature toggles — enable or disable features (events, courses, resources, directory, etc.) to match what your organization offers
  • Membership levels — set up your membership tiers with pricing and benefits
  • Member dashboard — customize the widgets on your members' homepage
  • Email branding — set your logo, colors, and sender details for all outgoing emails
  • Terms of service — configure custom terms of service and privacy policy if needed
  • Custom domain — connect your own domain (higher tier plans)

What's Included

Your portal comes with a full suite of features out of the box:

Feature What it does
Membership Membership tiers with pricing, billing, and member management
Events In-person and virtual events with registration and payments
Courses Online and in-person training with a built-in LMS
Resources Content library with files, videos, and links
Announcements News articles and updates for your members
Member Directory Searchable member directory with profiles and map view
Email Email campaigns, newsletters, and automated notifications
Payments Stripe-powered payment processing with no commission
Analytics Built-in traffic and engagement tracking
Website Integration Embed any feature on your existing website

Getting Help

  • Browse this Knowledge Base for detailed guides on every feature
  • Contact us for onboarding assistance or any questions
  • Check the Roadmap to see what's coming next

See how Orbit can work for you

Get a personalized walkthrough and see how associations like yours are simplifying their operations.

Talk to our team

Get tips on running a better association — delivered to your inbox.

Stay as long as you’d like. Unsubscribe anytime.