Kelli Catts
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Recent activity by Kelli Catts-
Updates to Make to Your Website When Going Live
With all the excitement around launch, we want to ensure every I is dotted and every T is crossed! If your association has an IT staff member, this part should be easy — just let them know your por...
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Scheduling Queries
You can schedule queries to run automatically at specified time periods or intervals. Scheduled queries are helpful when you, a member of your staff, or a member of your board need information on a...
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Configure Publicly Payable Invoice Settings
Publicly payable invoices allow people to easily make a payment on an invoice without logging into the portal, in one simple step. Public payment links are a great option when representatives need ...
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Create a Membership Billing Template
When creating a Billing Run in Rhythm, you have the option to select one of your preconfigured templates or you can make one from scratch. Using a template is a great option when: You want to gene...
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How to Be Your Team’s Training Administrator
While trained users tend to be happy users, the reverse is also true. As your team’s training administrator, you’ll want to make sure everyone on your team has completed their assigned courses befo...
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Query Folder Management
The Query Center has a folder management system for saved queries. This allows users to store all queries into various configurable folders. Upon creating a new query, you can save it to an existin...
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Using Relative Dates
Relative date filters let you filter on date fields using easy-to-understand periods of time. In Rhythm, we have a list of relative dates you can use. Those can be found below: Beginning of the mo...
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Access a Specific Invoice’s Public Invoice Payment Link
Having the unique link for a specific invoice is helpful when you need to assist someone in making a payment when they don’t have or want a portal account. ACCESS A SPECIFIC INVOICE’S PUBLIC PAYM...
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Create a Recurring Membership Billing Run
To simplify membership renewals and billing, Rhythm offers the ability to automate this process with recurring billing runs. Using a recurring billing run is a great option when: You want to autom...
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Gamify Training with Your Staff
While it’s important to make sure your members like the new portal, it’s equally important for staff to feel comfortable with Rhythm. It’s a big change, and there may be some resistance — we get it...