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ChilliDB Essentials: Member Portal Configuration Quick Start
When setting up a membership package in ChilliDB, users are provided with the option to allow members of that package to log-in to a...
Jason Wilson
6 days ago8 min read
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Membership Module User Guide
This article will explain how to setup and use the Membership Module. We will create a non-paying Membership package and then step...
operations16
Mar 1, 20242 min read
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Create Membership Package
1. Navigate to the Add Membership screen, available from the Membership menu, and select Create 2. We will enter full for...
operations16
Feb 27, 20241 min read
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Add Members
You are now ready to add members to your membership package. You will arrive here after creating a membership package or from selecting...
operations16
Feb 21, 20242 min read
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Using the Actions Menu to Interact with Your Memberships List
Once a membership package has been created, it can be accessed by navigating to the Memberships main menu item and selecting 'Maintain'...
operations16
Feb 15, 20241 min read
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Automatic Membership Cancellation
Maintaining memberships can be difficult, especially if they contain lots of members. To make it easier to keep track of current members...
operations16
Feb 14, 20241 min read
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Membership Distribution Lists
If you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...
operations16
Feb 11, 20241 min read
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System Managed Distribution Lists
Some Distribution Lists are system managed and not able to be managed by users to protect their integrity. This is the case for those...
operations16
Feb 8, 20241 min read
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Filtering memberships
If you chose to automatically generate Distribution Lists for your Membership Package you can then send electronic communications such as...
operations16
Feb 5, 20241 min read
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Using Notification Rules to Schedule Emails for Memberships and Events
Using the Notification rules feature, you can configure emails to be sent at a scheduled time, or relative to a time in the membership or...
operations16
Jan 31, 20241 min read
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Importing Members Into A New Member Package
Each year you should create your Membership Packages for the year ahead. You can then Import your members (Prospects, Members, and...
operations16
Feb 8, 20221 min read
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