1. Corralling ClubRunner
May 4, 2017
District 5040 PreConference Workshops

2. What does ClubRunner do?
Manages information about members
Member accounts and billing - Statements & Payments
Records Club Executives and Directors
Club committee who’s who
Syncs member information with Rotary International
Reminds members to update their information
Tracks tasks for new members
Tracks attendance - now with more flexibility
Sends Bulletins to members
Send s to members

3. What does ClubRunner do? (Con’td)
Stores Club Documents (Constitution and Bylaws)
Stores photos and display’s photo albums
Print member directories (many formats)
Speakers list
Manages Club sponsor information
Manages Events: Calendar, Sign up Lists, Online/Offline Registration,Online Payments, Confirmation s Oh
It also builds web sites.

4. ClubRunner Designed for the volunteer
Comprehensive help & training resources
Video: ClubRunner 101 (v3.0)
59 Club Edition videos, 18 Recorded webinars, 1200 Knowledgebase articles
Submit a ticket
Facebook, Twitter
Top notch support team
Canadian Company - by Rotarians for Rotarians
Mature
Version 3.0
Legacy functions supported
Implemented in the Cloud
Microsoft Azure technology

5. Your Questions! Session Plan ClubRunner Tour Getting ClubRunner help
Keeping your information updated
Membership reporting
Other support for the Club Secretary
Information about your club
Meetings and Events
Communication
Your Questions!

6. Some Details Wireless ClubRunner Training/Sandbox Site SSID: WMSC
portal.clubrunner.ca/13219
Login Name: {first initial}{last name} eg. MWood
Password: {first name}999

7. Getting ClubRunner help
Angela

8. Keeping your information up to date
Edit My Profile
VIDEO: How to Edit Profile, Change Password, & Upload Photo
Member Designations
VIDEO: How do I add and assign a Members Designation?
Angela

9. ClubRunner Account Types
Member
Active, Inactive or Honorary member
Login
Receive s
Data synced with Rotary International
Other capabilities defined by access level
Other User
Non Rotarian
Friends of the Club
Angela

10. Membership Reporting Club Directory / Club Photo Directory
Member Lists
eDirectory Reports
ClubRunner App
Club Dashboard
VIDEO: Gender Distribution and Club Dashboard Report (v2.0)
Years of Service, Age Distribution, Gender Distribution, Birthdays ..
VIDEO: Birthday & Anniversary Report
Download Member Data
VIDEO: Download Member Data
Murray

11. Other support for the Club Secretary
Rotary International (RI) integration
VIDEO: How to Integrate to Rotary International
Attendance reporting
VIDEO: Attendance Module (v3.0)
Invoicing / billing
VIDEO: Dues & Billing - How to create and setup a bill
VIDEO: Dues & Billing - Managing your account and statements
Angela

12. Information about your Club
Executives and Directors
VIDEO: Edit Executives and Directors
Club Documents
Knowledgebase: How to Edit Club Documents in ClubRunner
Murray

13. Meetings and Events Speakers list Events
Knowledgebase: How to edit a speaker
Events
VIDEO: Manage Your Events Using Events 2.0 Webinar
Murray

14. Communication Email services Bulletins
VIDEO: How Do I Send an ? (v3.0) - ClubRunner Support
Bulletins
VIDEO: Bulletin Design Basics (v3.0)
Murray

15. Angela Harris Murray Wood Thanks! 604-966-7992
@whistlerteacher
Murray Wood
Murray.R.Wood
@murrwood
murrwood

16. Corralling ClubRunner
May 4, 2017
District 5040 PreConference Workshops