Member Wizard new client checklist

For Member Wizard to set up your organisation please provide the following information to support@memberwizard.com.au

MEMBER WIZARD NEW U3A CLIENT CHECKLIST

1.       A spreadsheet of members showing all details you wish to record as per the Importing Members into Member Wizard fact sheet.

2.       For U3A clients or any other organisation running classes for members, a list of classes currently running and the members of each. The list should include the time/date and location of the class and the name of the tutor.

3.       Timetable of teaching periods for instance does your organisation run terms? Can members pay for classes for a term, a block or for each class individually?

4.       The membership types and prices

5.       The membership period eg January to December or rolling membership

6.       The finance period eg July 1 to June 30

7.       A copy of the last P&L and Balance Sheet or the Cash book showing balances for the end of the period after which you will be recording transactions in Member Wizard.

8.       A list of any income or expenses for the month to date including if possible the creditor/debtor name

9.       The current bank balance of all accounts from the start of the period after which you will be recording transactions in Member Wizard, Account name, BSB and Account number of all accounts.

10.   A jpg file of the organisations logo plus the postal and street address of the organisation, its registered name, web site, Facebook/Twitter url and ABN

11.   The names and roles of all people on the committee

12.   The name of whoever is going to be responsible for replies to system emails eg receipts etc