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Create Chapters

Updated

 

The Goal: Create and configure a new chapter, including its name, description, associated calendar, lists/committees, directory, and payment gateway.

Before You Begin:

  • If you plan to associate a calendar with this chapter, create the calendar first. See the creating calendars article for instructions.
  • If you plan to associate a list/committee, create it in advance or be prepared to add a new one during setup.
  • If you plan to display chapter contacts in a directory, ensure the directory exists or be prepared to create one during setup.

Step-by-Step Instructions

  1. Go to Contacts, click All Chapters in the left-hand rail. A list of all chapters currently configured in your system will be displayed.
  2. Click the Add button.
  3. Configure the following fields:
    • Chapter Name — Enter the name of the chapter.
    • Chapter Description — Enter a description of the chapter.
    • Calendar — Select the calendar you wish to associate with this chapter. You may select from previously created calendars in the drop-down list, or click the add icon to create a new calendar. See the creating calendars article for details.
    • Calendar Description — (Optional) Enter a description of the calendar.
    • List/Committees — Select the lists/committees to which contacts in this chapter will belong. Creating a list/committee aligned to this chapter allows individuals to easily receive chapter-related communications. This group will automatically contain all contacts that are part of that chapter. Click the add icon to create a new list/committee. See the creating lists/committees article for details.
    • Directory — Select the directory in which you wish to display the contacts of this chapter, or click the add icon to create a new directory. See Create A New Directory for information on setting up directories.
    • Payment Gateway — Select the payment gateway used by this chapter. You can assign a different gateway to each chapter if needed. When running scheduled billing, the system will look at the assigned chapter on the membership and then apply the associated gateway to that invoice.
    • Owners — Owners may be added to the chapter once the chapter has been saved. (This option does not provide functionality at this time. It is reserved for future use.)
  4. Click Done.

Common Pitfalls

  • Owners field is reserved: Adding an owner at chapter creation does not grant back-office access. Owners functionality is reserved for future use — see Provide Back-office access to Chapter Owners for the current process.
  • Payment gateway per chapter: If your organization uses multiple payment gateways, ensure you assign the correct one to each chapter before running scheduled billing.

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