Dues & Billing - 2 New Reports Available

You asked for it and we listened! We've added 2 new reports within the Dues and Billing module which you can now access to easily view your club accounts.

You can now pull a report on all Debits and Credits, within a specified date range and can export the data to excel. The Members Debits and Credits Report lists the names of members, the start and end balance (based on the chosen date range) as well as the total debit and credit amount. Also available, you can generate a Monthly Balance Report to display the amount owed by each member per month, within the specified date range.

These reports are accessible through the Dues and Billing module. We are open to your suggestions as to the types of reports we should incorporate within this module. We'd love to hear from you with your feedback. Join the conversation in our Community forum.

Visit us at our Booth at the 2012 International Assembly!

The 2012 Rotary International Assembly officially kicks off on Monday and we're very excited to be part of it! If you're attending, visit us at our booth, #122 to participate in some interactive product demonstrations, tips & tricks sessions to share best practices among fellow ClubRunner users, discussions with the ClubRunner Product Team, and so much more!

There will be lots to do and to see during this power packed, 5 day event! We look forward to seeing you!

RI Integration - Club Officer Information Goes Live!

On November 1, 2010, ClubRunner became the first vendor to introduce the RI Integration feature to Rotary Clubs. Over the past year, we've worked close with the staff at Rotary International to improve this module so that it features more synchronizations.

Club Officer Information

We're extremely proud to announce that ClubRunner customers that have activated this feature can now sync their Club Officer information to RI's databases in realtime. Currently, only available through ClubRunner, clubs can now define their club officers for 2012-2013 and the information will be reflected on RI's database in minutes! For instructions on updating your club executive and officer information please click here.

Club Meeting Information

Now available, clubs can sync their club meeting information to RI's database in real time as well. Updates made to the club's meeting place as well as the meeting date and time will be reflected on RI's databases in minutes. For more information, please click here.

We're proud to be leading the way in providing our customers with this revolutionary feature! Learn how this database integration feature will automate member and club officer updates between your ClubRunner database and RI's Member Access Portal, while maintaining full control and privacy to Rotary Clubs and Districts by attending our live webinar on January 27 at 4pm EST.

ClubRunner's Holiday Schedule

Please note that ClubRunner's hours of operation will be reduced during the holiday season as noted below:

December 23, 2011 - 9:00am - 12:30pm EST
December 26, 2011 - Closed
December 27, 2011 - Closed
December 28, 2011 - 9:00am - 5:00pm EST
December 29, 2011 - 9:00am - 5:00pm EST
December 30, 2011 - 9:00am - 5:00pm EST
January 2, 2011 - Closed

We will resume our regular office hours on Tuesday, January 3. For assistance, please continue to use our help resources to access FAQ's and instructional guides:
Knowledgebase
How to Guides
On-Demand Videos
Submit a Ticket

Now Available - A New Cancellation Feature in MyEventRunner!

In our efforts to improve the MyEventRunner feature, we've introduced a new cancellation feature. Now event chairs can cancel a registration on MyEventRunner, while still maintaining a balance owing. A new button is now available in the "View Registration" screen to allow you to cancel a registration

Clicking on the button will prompt you for an optional cancellation fee, specified either as a percentage of the registration amount, or a flat fee. This will update the balance and keep that registration under a 'Cancelled' status. This means that the particular registrant will now longer appear in the various reports and nametags, but you will still be able to view the registrations within the online report, highlighted in red.

For more information on MyEventRunner or for any assistance, please contact our Client Services team.

Dues & Billing Update!

Did you know that the Dues and Billing module now features a new batch report for printing multiple invoices?

Now available, you can select specific members and download a single PDF document containing all their printable invoices, which makes it easier to print all invoices in one go. Still available is the ability to print individual invoices as well as to email selected or all invoices.

For further information or assistance, please contact out Client Services team. To view an on-demand tutorial covering the Dues & Billing module, please click here.

Tip of the Week!

Did you know that you can keep track of your dues with ex-members?

Ex-Members now also appear when creating invoices as well as in the Account Statements section of the Dues & Billing module. You can send invoices to ex-members and keep track of their transactions as well as perform credit and debit adjustments easily.

For any questions, please contact our Client Services team.

New Option in MyEventRunner Allows Registrants to Edit Form

Managing your event registrations just became easier. MyEventRunner now features a new option in the Setup page to allow registrants to edit their registration after they have paid.

This can be enabled on a per event basis. The confirmation email that is sent after a successful registration will include a link to allow the registrant to go back and make changes to their registration, provided the resulting total amount is equal to or higher than their original total.

For example, instead of purchasing just one add-on, if the registrant decided they would like 2, this is possible. The link will bring up the original form so that changes can be made, and then the final payment step will request payment of the difference. If the registrants decides to cancel an add-on or downgrade to a lower package, they cannot do so online and will be prompted to contact the event chair as this will require processing a refund according to the event's policies.

For more information on MyEventRunner or for assistance, please contact our Client Services Team.

Start and End Dates and Times added in MyEventRunner

We've added 2 new fields to the Setup page for MyEventRunner - event start date and time as well as the end date and time. We've also incorporated time into the Registrant start and end dates, so you can decide exactly when your event is closed for registration. Please note, however, the times used in these fields are preset to Eastern Time.

For more information about MyEventRunner and our latest changes, contact our Client Services Team.

New Field Available in Member Profile - Preferred Phone

A field that has been requested by many, we've now added a 'Preferred Phone' field in the Member Profile. Now members can select which phone type is their preferred one as it appears in various places such as the website, club directories and printable reports. Located in the Personal tab of the member profile, each member can choose between Home, Business or cell. This field has also been added to the Dynamic eDirectories as an option.