Kelli Catts
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Recent activity by Kelli Catts-
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...
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View a Payment Made with the Public Invoice Payment Link
When someone makes a payment on an invoice using the public invoice payment link, the payment is logged on the related invoice record. VIEW THE PAYMENT Navigate to the appropriate invoice On th...
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Process Auto-Renewal Memberships
By giving your members the option to auto-renew, you're making life easier for your members and your staff while creating a predictable source of revenue for your organization. Let's dive into the ...
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Release Notes 06-01-2021 to 06-30-2021
Thanks for reading! These are our release notes from June 1, 2021 through June 30, 2021. Platform-Wide 💡 NEW Easily preview emails in the console without creating a record in the system. Once a ...
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Create a Form
Use forms to gather important information about your members and other organizational contacts. In Rhythm, you can easily create forms in multiple apps to use in your online portal. Create a Form ...
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Drop Expired Members
Membership Billing Runs are a critical part of maintaining your association's members in Rhythm. However, not all of your members will renew their membership each renewal cycle. Through billing run...
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Release Notes 05-01-2021 to 05-31-2021
Thanks for reading! These are our release notes from May 1, 2021 through May 30, 2021. Platform-Wide 💡 NEW You can now use "relative" dates in queries instead of specific dates. This includes we...
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Assigning a Form to a Process
Once you’ve created a form, you must assign it to a process to make it functional. Assing a Form to a Process From the Rhythm console, navigate to your chosen app: Membership > Setup > Applicat...