ChamberMaster Staff Training

Hear highlights of the Events, Job Postings, Hot Deals, News Releases, MarketSpace and Information Request modules. Learn all of the tools available for getting assistance with your software. 

Learn the initial setup functions within the database including configuring your association information, setting up your staff, managing directory categories and setting up membership types

Learn how to send emails and letters, search communication history, use the correspondence editor, create signature block, use mail merge feature, send attachments.

This session covers best practices for some of the common-but-underused features of the email and template editor.

This recorded workshop takes you through the inviting members to events, managing the guest list & sponsors, creating nametags, generating your roster and checking people into your event.

Learn how to create new members, drop members and manage existing members. Also addressed is sending an email and the Member Information Center. This session covers the Members module in detail. 

A membership application is provided that may be custom tailored by you through menu-driven selections, and then integrated with your website so that applicants may complete the form online. Learn how to setup and process the integrated membership application form. 

The Member Information Center (MIC) is the place where your members connect with you and each other. This tutorial goes over the basics you need to get started.

The Groups module is where you will create and maintain a mailing list group. This group may then be selected at the appropriate time throughout ChamberMaster when you desire to send them email or print mailing labels and letters for them.

Benefit tracking makes it easy and efficient way for you to track member benefits, such as free or discounted admission to certain events or free/discounted usage of facilities or other tangible items as part of their membership. In this session, participants will learn how to setup and manage benefit packages.

One of the benefits you can offer your membership is the opportunity to share special discounts or “Hot Deals” with other members and your community. With Plus edition or greater, you can also offer Member to Member Deals.

Learn how to setup your Chart of Accounts, fee items. Setup custom customer messages, payment terms, payment methods, credit card defaults and set system-wide defaults. 

An overview of the daily activity as it relates to billing: creating invoices, posting payments, issuing credits, running reports, etc. Includes information on what the difference is between a payment and a receipt as well as when to use credits, discounts and write-offs

A tutorial on how to set up the billing features in your database.

A tutorial on how to set up the billing features in your database.

A 24 minute tutorial on how to set up and work with Bundled Fees.

A tutorial on working with various transactions (invoicing, payments, refunds, etc.)

A tutorial on creating batches, analyzing A/R reports, and managing collections.