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Onboarding members to Chamber Dashboard

Once you have imported your member Business Listings, you do not need to manually create invoices / orders for membership renewal.

Please Note:

  • Member Manager plugin uses invoices to process payments.
  • Member Manager Pro uses orders to process payments.

Auto-Populate Membership Renewal Date

To Auto-populate the Membership Renewal Date (MRD) in the Business record, you can simply send your members a link to your renewals form when it is time to renew. When an existing member completes payment via the renewals form, the MRD in their Business record will automatically be updated. You can then use the MRD as a reminder to send out future renewal notices.

NOTE: Also when a new member completes payment via the membership form, the MRD in the Business record is automatically updated.

Auto-Generate Renewal Reminders

If you are using the Recurring Payments plugin, simply enter an MRD in the Business record for each member. The Recurring Payments plugin will automatically generate and send a renewal email including a payment link to your members when the MRD matches the notification time-frame you have selected. When the member completes their renewal payment, the MRD will be automatically updated.

Manual Invoices / Orders

If you do find a need to manually create an invoice or an order, we recommend that you use the membership or renewal form as if you were the member. We also recommend thoroughly testing your setup before going live.

Welcome Email New Members

Automatically send a welcome email to new members from Mailchimp.

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