How the App Works Step by Step
Follow these steps to effectively use the estockvel app for managing your group savings.
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Step 1 – Sign In
- Enter your phone number.
- Enter the default code "123456".
- Provide your personal information.
- Enter a security PIN.
- Confirm your security PIN.
- Accept the Terms & Conditions.
- Complete your profile.
Step 2 – Create a Group
- Create a new group.
- Enter group information (e.g., name, purpose).
- Click "Next" to skip loading executive info (optional).
- Review and click "Confirm" to save group details.
Step 3 – Add Members and Beneficiaries
- Select the "Member" tab and click "+" to add a member.
- Add member details and save.
- Select a member, then click "+" to add a beneficiary.
- Add beneficiary details and save.
Step 4 – Start Processing Contributions, Claims, Joining Fees, Opening Balances, Income & Expenses
- Select the "Joining Fee" tab, click "+" to add a record, and save.
- Select the "Opening Balances" tab, click "+" to add a record, and save.
- Select the "Contributions" tab, click "+" to add a record, and save.
- Select the "Claims" tab, click "+" to add a record, and save.
- Select the "Incomes" tab, click "+" to add a record, and save.
- Select the "Expenses" tab, click "+" to add a record, and save.
Step 5 – Schedule Meetings, Add Meeting Resolutions, Vote on Resolutions, Record Attendance Register, and Chat with Members
- Select "Meetings" from the main menu, click "+" to schedule a meeting.
- Add meeting details and save.
- Record the attendance register.
- Click "+" to add an apology for an absent member, then enter apology information and save.
- To add a meeting resolution/motion, click "+".
- Add motion/resolution information and save.
- To vote on a resolution/motion, click on it and cast your vote.
- Start chatting with other members by clicking on "Chat".
Step 6 – Add Monthly Bank Statements
- To add a copy of a monthly statement, click "+".
- Add statement information, attach a copy, and save.