Checklist to set up Circles Step 1 - Set Up Sign up as participant Configure user fields Add Circles Add links Check email Launch your Circles Step 2 - Add new or existing users Recruit for new Circles or add existing Circles Add existing participants to correct Circles (optional) Backdate Circle pay-ins (optional) Backdate Draw and payout statuses (optional) Update participant invite and email (optional) Invite participants to their dashboard (optional) Step 3 - Run Circles Add new participants to Circles Manage users in Circles Run Circle Pay-ins Run Circle Draw Run Circle Pay out Thank you!
