1. Home
  2. Docs
  3. Workflows
  4. Ongoing Member Management

Ongoing Member Management

Reset or Edit Business Password

Before logging in to your site, your members can reset their password by clicking on the ‘lost password’ link on the member account page.

Members change password

member-account-page

Track Payments

Track Member Manager invoices

Review overdue invoices

Track WC Payments orders

Review over due orders

Automate renewal reminders


Reporting

Export Paid Invoices (Member Manager)

Export list of new members for the month

Export list of all members per membership level

  • Go to Chamber Dashboard >> CD Settings >> Import/Export.
  • Step 1: Select Businesses
  • Step 2: Select ‘Limit by Membership Level’ & choose your level.
  • Step 3: Select the fields you’d like to see. If you just need a count, select name only to keep your list simple.
  • Click ‘Download CSV’.

Deleting a Business

If a member Business closes or decides not to renew their membership, here are the steps to remove all Business data from your website:

  • Open the Business Record, click thru to close or delete all connected invoices.
    • NOTE: If you are using WC Payments plugin, you’ll want to delete connected orders as well.
  • Click thru to delete connected People records.
  • Click thru from People record to delete connected WP user.
  • Delete the Business listing.
Was this article helpful to you? Yes No