Embedded Files
This information is relevant to the team member who is responsible for holding the overall partnership between your organisation and Lively.
This information is relevant to the team member who is responsible for holding the overall partnership between your organisation and Lively.
- Attend a kick-off meeting
After Lively's Partnerships Manager has formalised our agreement with your organisation, we will set up a meeting to introduce you to a designated coordinator from our Matching team, who will be your day-to-day contact. At this meeting we will:
Set up a regular monthly meeting with your Matching Coordinator to check in on progress (if the program will last for longer than a month).
Provide a formal onboarding to the following systems and processes to relevant team members whom you wish to invite:
Submitting requests for services or a program
Viewing session schedule
Billing
Tracking progress
Incident reporting and management
2. Set up your portal profile
2. Set up your portal profile
We will set up your main contact as a user on our Partner Portal, where they will be prompted to fill out the organisation's details:
Add any other team members who need access to make requests or see member info.
Add local resources.
Add a shared inbox email or email for the person for our Matching team to correspond with.
Financial information for billing.
Contact email for incidents.
Page updated
Report abuse