Edit Current and Next Year Executives & Directors : Learn how to set up and edit, Current and Next Year Executives and Directors.
How to add and assign a Member Designation : Learn how to add and assign a Member Designation
DUES & BILLING: Learn how to set up billing rosters, generate invoices and distribute them to your club members by print or email.
DUES & BILLING: Learn how to manage account statements, make a payment entry, how to add a credit or debit adjustment, and how a member can pay dues online.
BIRTHDAY & ANNIVERSARY REPORT: Generate, print and download your club's birthday and anniversary reports.
DOWNLOAD MEMBER DATA: You can download your Club membership data in a text format to be used in mail merge, or to import into your handheld, laptop, etc. The file will be in .csv format, compatible with most spreadsheet software.
Learn how to manage your Friends of the Club and the Online Newsletter Signup
Learn how to integrate with Rotary International in this video. Duration: 7 minutes.
When adding a new member to the Active Member List, you may encounter a "login already exists" error message. Learn how to save the profile successfully
Editing the profile and possible error messages
MEMBERSHIP MANAGER: Learn how to Add, Edit and Terminate members in ClubRunner.
In this video you will learn how to use the Compare and Synchronize Function. Duration: 3 minutes.
CLUB ACCESS LEVELS: EXPLAINS ACCESS LEVELS, SHOWS EXAMPLES OF EACH LEVEL, & HOW TO CHANGE A MEMBERS ACCESS
MEMBER DATA DOWNLOAD: -Download Customized Member Data Report -Export to CSV -Save the Custom filter settings for Future Retrieval
COMMITTEE MANAGEMENT: Learn how to fully utilize Committee Management.
This video provides you with a complete breakdown and introduction to the most important functions of the Volunteer module. Duration: 18 minutes VIDEO TOPICS Basic and Enhanced Versions - 0:45 Creating a Signup List - 2:50 Managing Volunteer Tas...
This video provides an overview of the ClubRunner contacts module. Duration: 18 minutes