Kelli Catts
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Articles
Recent activity by Kelli Catts-
Creating and Managing Tasks
Your association’s staff often needs to follow up with individuals or organizations. Whether it be email outreach, approving a membership application, or following up with a potential sponsor. To m...
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Create a Membership Billing Run from Scratch
When creating a Billing Run in Rhythm, you have the option to select one of your preconfigured templates (you create these yourself based on common billing run actions you perform often) or you can...
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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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Configure Installment Plans
Installment plans offer your constituents the flexibility they need to pay for large purchases over time. Using installment plans is a great option when: You want to allow exhibitors to pay for th...
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Contact Role Compliance
Contact Role Compliance allows associations to set specific parameters for contact roles in their system, maintaining data hygiene and quality. Configure Contact Role Compliance View all your org...
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Create a How-To Video for Your Member Portal Login Process
While change is exciting, it can also be intimidating! For members who weren’t involved in the process of switching AMS providers, the new portal may take some time to get used to. Not to fear — yo...
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Process Membership Applications in the Console
In Rhythm, your association’s prospective members will have the ability to self-serve and apply for membership using the Rhythm portal. However, a member of your association's staff may need to pro...
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Enable the Membership Auto-Renewal Option on Applications
When a member joins or renews, you can encourage them to enroll in automatic membership renewal by adding the option to your membership application forms. Auto-renewal simplifies life for your memb...
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Enable Installment Plans for Membership Packages
Installment plans allow your members to spread the cost of their membership over time. This is a great option when: You want to eliminate the barrier for student members who aren't financially abl...
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Create + Configure Departments in Finance
Rhythm supports three dimensions of sub-ledger entry categorization: G/L Account Departments Accounting Projects Create Departments To create a batch download template in the console, navigate ...