New Customer Check List

Welcome! Your data has been converted and brought into your database. Walk through the items below to get up and running quickly. Find this check list any time at or by logging into your software.

Prepare to Use ChamberMaster / MemberZone (For All Staff)

• Watch the recorded “Overview of ChamberMaster / MemberZone” webinar or attend a live webinar
• Set browser software settings

Review Imported Data (For Administrator)

• Spot check about 20 - 30 of your members. Look at all the tabs of information in the Members area to make sure everything was imported properly; i.e., General, Reps, Web, Communication, Account, etc.
• If your billing history was imported, please make sure to look at the Account tab thoroughly to be sure all invoices and payments were imported properly
• A few other areas of interest you may want to double check: Groups, Business Descriptions, Notes/Comments, Membership Fees, Custom Fields, Drop Dates and Reasons

Administrator Setup (For Administrators)

• Watch the recorded “Administrator Training” webinar or attend one of the live webinars
• Setup additional staff logins
• Assign business category QuickLinks
• Upload your logo
• (Optional) Define/modify custom fields
• (Optional) Customize Membership Types

Integrated Billing (For Finance/Administrator)

• Watch “Billing I: Getting Started” webinar
• Review or setup these items: your Chart of Accounts, Fee Items, and Fee Assignments
• Select billing preferences and invoice template.
• Watch “Billing II: Day to Day Activities” webinar
• Learn how to create a batch of invoices

Credit Card Setup (Optional)

Note: Requires Plus Edition or greater

• Schedule credit card setup with our customer support team

Starting Out (For All Staff)

• Watch “Member Management Basics” webinar
• Learn how to add a new member, find a member, and edit member info