Member Wizard Help Desk

The Processes Library Project

This project is designed to develop a set of documented processes undertaken by most organisations throughout the year. We encourage anyone with a adaptation or change to any of these to please downlo...

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How members can enrol in a class via the Web Class List

A step by step guide showing members how to enrol in a class via the web class list.

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Instructions for admin staff on front counter processes

While every organisation operates differently you can use this document and edit it to suit your organisation.

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Open Day Membership drives - suggested processes

This document details a number of actions and processes you can use to help your Member Sign Ons run smoothly. Please use this as a basis and edit to suit.

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Member Wizard for Treasurers

This guide is designed to assist new Treasurers using Member Wizard.

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Membership Renewal Process

This document outlines the steps involved in sending out and processing Membership Reminders.

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Archiving Classes

This document covers the Archive Only section of the Archive/Copy Class process.

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End of Year Processes

A guide of what to needs to occur during end of year processes.

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How to Receipt Membership Payments

A guide on how to manage membership payments with different payment types.

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How to manage payments at the counter for muliple items

A guide to assist counter staff to accept member payments for a variety of activities as well as membership

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Suggested knowledgebase articles:

Knowledgebase Processes

Articles in this category