Membership
- Kick-off call
- Setup Membership Categories
- Test member application process
- Add member application links to your website
Data Import
- Read the perfect import document
- Download & add data to the import template
- Send Import via a Support ticket
- Review a random sample of data to verify the import
Financial
- Confirm you can login to your payment gateway account (Bambora, Stripe, Authorize)
- Schedule gateway setup call with Vishnu at Member365
- Set default currency
- Localization
- Sales tax setup
- Chart of Accounts
- Invoice terms and conditions
- Test purchase & refund using credit card
- Turn on dunning reminders (late payment email notifications)
- Purchase/Refund Policy
Your Organization Profile
- Name, Address, Telephone
- Your logo
- Add default email addresses
- Whitelist DNS (Anti-Spam)
- Add Google Analytics
- Privacy Policy
Member Portal
- Add member portal graphic banner
- Update member welcome message
- Create email subscription lists
- Add member portal link to your website
- Update welcome message for non-member
- Set non-member portal permissions
- Review/update member code of conduct
Member Launch
- Write email sent to members announcing the launch
- Schedule launch call (Sending out the welcome email)
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