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Setting up and Managing your Organisation
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Knowledgebase Setting up and Managing your Organisation

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Using Member Wizard to Manage Your Organisation - An Overview

If you are setting up your organisation in Member Wizard for the first time below is a checklist of the order in which you should do this. Please note if you do not see the Settings menu item in the m...

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Import Members Excel spreadsheet template

Please note: Member Wizard offers a FREE upload of your members. We suggest that you avail yourself of this service rather than attempting the task yourselves as we are able to immediately delete the ...

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Set up your Organisation

When you first start using Member Wizard you have to set up your Organisation's details in the system. Click Settings, Organisation Details. Yo

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Uploading your Logo

Your logo appears on a number of Member Wizard resources - receipts, reports, events etc. To upload your logo go to Settings, Upload Logo in the left hand navigation. Logo images can be up to 1MB in s...

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Creating Custom Fields

Member Wizard has two categories of data which it can store for your members - Standard and Custom. Standard Fields are those such as First name, Last name, Email address, Phone and others which are...

532
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Importing Members into your database

Preparation of your spreadsheet Many organisations use Excel spreadsheets to record and keep track of their membership details.

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Creating Membership Types

If you intend entering your members manually then you will need to firstly create your Membership Types. Member Wizard has a standard default membership type of Unclassified” but you can create othe...

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Setting up Bank Accounts

One of the most useful functions of Member Wizard is managing an organisation's finances. In order to use the financial aspects of the software you must first set up which bank accounts to use for rec...

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Setting up Account Categories

In order to manage receipts and expenses you firstly need to create the categories you wish to record. The Settings, Account Categories section enables you to create new Financial Categories, Membersh...

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Setting up New Member Application

Member Wizard can make it easy for you to grow membership by providing a link for you to use on your web site for members to apply and pay for membership. What's even better is that their information ...

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Renaming fields on your member contact record

Member Wizard allows you to rename some of the fields in your member's contact record.  Phone Names Member Wizard offers 3 fields in which to store Phone Numbers

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Member Payments: Setting Up Member Payment Details

You can configure your organisation's set up in Member Wizard to reflect the means of payment for membership fees. These details are used both when sending out Membership Invoices by means of includin...

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Member Payments: Setting up Stripe

WHAT IS STRIPE? Stripe is a company that allows businesses of any size to accept payments and manage their business online.

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Member Payments: Accepting Direct Deposit Payments

Click the Allow Direct Deposit box then provide your BSB, Account number and Account Name and SWIFT code (if required) for your organisation's bank account. Once again, you can check the Enable Donati...

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Member Payments: Debit/Credit card payments

Configuring this option will permit members to pay Reminders and also Member Online Applications using their Credit / Debit Card. Member Wizard uses independent banking system Stripe to provide this f...

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Automatic top ups for SMS's and allowing members to register for the security code for the Portal by SMS

In order for your organisation to be able to send SMS Messages you must first register a Payment Card in Settings/Payment Cards to be used in the purchase of SMS credits. Go to Communications/Buy SMS ...

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Renewing Member Details Online

Just as members can join your organisation online, so can they renew their existing membership and, if you have Stripe set up, pay online. Just as when you email your members a Membership Invoice they...

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End of Year/Period Processes

Below is a set of processes suggested for closing down both your current year membership period and your last period of class activities. End of Membership Year Processes When your

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Registering a Payment Card for SMS purchases

You can register a credit or debit card for your organisation in Member Wizard for use for topping up of your SMS credits automatically in Settings/Payment Cards. You can enter more than one card but ...

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New Member Online Form Layout

You can change the layout of the New Member Form Layout. The fields you do not wish members to fill out online can be clicked and dragged into the Unused column If you do not track the data of a part...

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Member Form Layout

You can change how the Member Record Form for a member appears. If there are some fields you do not use or for accessibility reasons you wish to move from one tab to another you can simply click, drag...

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