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ChilliDB’s Events module enables users to create events for staff and clients. It features multiple functions that allow users to manage the many aspects involved in setting up and staging events their organisation holds, including the creation of the event; management of upcoming events; and the mailing out of event certificates upon completion. Creating an Event To create a new event in ChilliDB, navigate to the Events main menu item and select ‘Create’ from the drop-down menu. On the next screen, enter the details of your upcoming event in the fields provided. Note: Remember, if the event categorisation you require is not available in the drop-down list, you are able to create your own categorisation(s). To see how to do this, click on this link. When entering the details of an upcoming event, users will be prompted to select a product in the ‘Price’ field if they have answered ‘Yes’ to the question ‘Do you charge for this event’ . If this is the first time they have run an event of this kind, and they need to create a new product that reflects the correct pricing structure, they can do so by following the steps below: 1.Click on ‘Select Product’ . 2.If the product/pricing structure you’re looking for does not already exist, click on ‘Create’ in the top-right corner. 3.Enter the details for the new product you wish to use for this event, and then click ‘Save’ If a user selects the ‘Use Sessions’ option to allow them to create multiple sessions for the one event, they will be prompted to add these sessions once the event details are completed and the event is saved. When all the details are as you wish on the event creation page, click on ‘Save Event’ . This takes you to the Event Details Overview page. If you have chosen to create sessions, this is where the 'Sessions' tab will be visible. To add the sessions for this event, click on ‘Create’ in the right-hand corner of the sessions window. This reveals a pop-up window where users can enter the details of the first session and then click ‘Save’ to list that session under the ‘Sessions’ tab. The easiest way to create more sessions for the same event is to click on the session you have just created, choose ‘Create Like’ from the Actions menu, and then modify the date and time to reflect the details of the new session. This can be done as many times as necessary until you have all of the desired sessions listed for your event. At the bottom of the Event Details Overview page are 11 tabs that allow you to work with the event you have just created in a number of ways. The first of these is the ‘Registered’ tab: Registered: Under this tab, users can create entries for people who have registered for this event and paid. To make an entry, first click on the ‘Create’ link on the right-side of the page just below the tabs. On the next screen, users will be prompted to add the relevant information for the attendee they are registering. Once done, click ‘Save’. If users have checked the ‘Send Event Invitations’ box, the next screen will prompt them to confirm the attendee’s email address in preparation for them to compose an invite message to be sent. If this box is left unchecked, users will be taken back to the Event Details Overview page. If these details look correct, clicking ‘Continue’ takes users to the next screen where they can compose and send their invitation. The Send Message screen in Events also features options to work with the message you are creating in different ways. These options can be accessed by clicking on ‘Actions’ and choosing the appropriate option. Once an invitation has been composed and sent, users are returned the Event Details Overview page where any changes are reflected under the corresponding tab - in this case ‘Registered’ . Of the other tabs available to place attendees in in the Event Details Overview section, ‘Registered - Not Paid’; ‘Attendances’; ‘All Registrations/Attendances’; ‘Cancellations’; ‘No Show’ and ‘Waitlist’ all function in much the same way as the ‘Registered’ tab. Users can switch an attendee’s status between these tabs by hovering over the ‘Actions’ link on the top right-hand side of the Event Details Overview section and choosing ‘Manage Registrations’ - ‘Change Registration Status’ . The next screen prompts users to make the necessary changes to attendees. The first step is to find the attendee(s) whose status you wish to change by choosing their current status from the drop-down menu. Next, users choose the appropriate attendee(s) from the list presented. The final step is to choose the status you would like to change them to from the drop-down menu at the bottom of the screen. Once you are satisfied with the changes you have made, click ‘Update’ . Any changes made to attendee’s status will be reflected under the appropriate tabs in the Event Detail Overview section. The last four tabs on the Event Details Overview screen allow users to collate feedback for particular aspects of an event (Statistics) ; view event survey results (Surveys) ; gain an overview of payments made for an event thus far (Payments) ; and create notes for the event (Notes) . Event Details Overview Page: Actions Menu Options In addition to the aforementioned ‘Change Registration Status’ option presented under the ‘Actions’ menu that allows users to change an attendee’s status (and thus move them between the tabs at the bottom of the Event Details Overview page), there are other options available to users from this menu that present them with a number of alternatives for working with the event and its attendees. These options are as follows: 1. ‘Create Like’ : creates a duplicate of the event details displayed so a similar event can be run in the future - all that is required is a change of the dates to reflect the date of the new event. 2. ‘Manage Registrations’ - ‘Add Multiple Registrations’ : allows users to add more than one person at a time to an event and to choose the relevant status for those people as they are added. Once you have selected the appropriate ‘Status’ from the drop-down menu and chosen the contact(s)/organisation(s) you wish to add, click ‘Save’ . 3. ‘Manage Registrations’ - ‘Full Attendee List’ : by selecting this option, users can gain an overview of those currently registered to attend and their status. They can also print/export the list if required. 4. ‘Email Attendees’ - ‘ Email Certificates’ : allows users to send certificates to attendees after the event is complete. The first step is to choose the status of the attendees you wish to send the certificate to and the type of certificate you are sending. You also have the option to store this message as a note against each attendee’s name under their contact/organisation details page. Then click ‘Continue’ . On the next screen confirm the recipient(s) details are correct and click ‘Send’ . 5. ‘Email Attendees’ - ‘Email Online Survey’ : provides the option of sending out post-event surveys to attendees if desired. Simply select the status of the attendees you wish to send your survey to and then search for the survey by typing its title (or part thereof) in the ‘Survey’ search box and selecting the survey category from the drop-down box. Then confirm the attendee’s details are correct and click ‘Send’ . 6. ‘Email Attendees’ - ‘ Send Message’ : using this option, users can send messages out to all attendees/attendees of a certain status. As with the ‘Send Event Invitations’ option when adding attendees to an event, users will then be asked to confirm the attendees’ details they are sending the message to. Once they have done this and hit ‘Continue’ , they are able to compose and send their message on the next screen. 7.' Customise'-'Event Status': This allows users to edit the labels of existing registration statuses in your system. Instead of being stuck with default terms (like "Registered - Non-member", "Attended" ), users can change them to better fit with their needs—such as "Registered - VIP" , "Approved Attendee" , or "Pending Approval." 8. 'Customise'-'Tabs': This action allows users to Hide a tab, Re-order the tabs, Restore the default settings and change the name of a tab (allocate an alias to the Tab). 9. ‘Reports’ : This action allows users to generate Event Certificates; Attendee Signatory Sheets; and Name Tags for an event. i) Example Event Certificate: ii) Example Signatory Sheet: iii) Example Name Tags: Event Search Function Once an event has been created, it can be easily located again for editing/maintenance purposes by navigating to the Events main menu item and selecting 'Search' from the drop-down menu. On the next screen, users are presented with a number of filters to aid them in their search for specific events. These filters are as follows: i) By Title : with this option, users are provided with a search bar to type the title of the event they are looking for. ii) All : this options results in all events entered in the user's organisation's ChilliDB system being revealed. iii) My Events : reveals the events the user has created in the system. iv) New Filter : allows a user to create their own search parameters by selecting filters associated with the various fields related to events.

ChilliDB provides an integrated SMS service that allows organisations to send text messages directly from the system. Before using this feature, administrators must enable SMS within the system settings. Steps to Enable SMS in ChilliDB Log in to ChilliDB Access the system using your administrator credentials. Go to System Management Navigate to System > System Management  from the top menu. Locate SMS Settings Click on the Manage   ChilliDB SMS link. Enable SMS Select the “Enabled”  option from the dropdown menu to activate SMS services. Once enabled, users with the necessary permissions can start sending SMS messages from within ChilliDB. By following these steps, you will be able to activate SMS functionality within ChilliDB and allow authorized users to send text messages directly from the system. Contact Requirements for Sending SMS Before sending an SMS, it's crucial to ensure that the contact numbers are correctly set up in the system. The system only supports sending SMS messages to mobile-type  numbers. This includes: Personal Mobile Business Mobile Custom Mobile Types Note:  Contact numbers saved under phone types such as "Personal Phone" or "Business Phone" will not work for sending SMS messages. To successfully send SMS messages, ensure that each contact or organisation has at least one valid mobile-type contact number listed in their profile. This ensures they can receive SMS messages sent from the system. Sending an SMS from ChilliDB. 1. Sending SMS via the Email Icon One of the easiest ways to send an SMS is by using the Email Icon in the top interface. Here's how to do it: Steps: Locate the Email Icon: At the top of the system interface, click on the Email Icon  to access the messaging options. Select the SMS Option: From the dropdown menu, choose SMS  to proceed with sending a text message. Open the SMS Interface: After selecting the SMS option, a new screen will open where you can compose and send your message. Choose Recipients: In the SMS interface, you can search for recipients using multiple filtering options: Any : Search for any contact in the system. Contact : Select an individual contact. Contact by Organisation : Find contacts based on their associated organization. Organisation : Send messages directly to an organization. Distribution List (DL) : Choose from predefined groups of recipients. Search for Contacts: Enter a name or relevant details in the search box to find the correct recipient. Add Recipients: Once you've found the contacts, click the Add To  button to include them in the message. Compose the SMS: After selecting your recipients, type the content of your SMS message. Send the SMS: Click the Send  button to dispatch the message to the selected mobile numbers. Sending SMS via Advanced Search To send an SMS to a specific group of contacts using advanced search, follow these steps: Steps: Go to the Contact Module and Search for Contacts Navigate to the Contact Module  in the system. Open the Advanced Search  feature. Create a new filter based on your search requirements or search contact By Name . Apply the filter to display the relevant contacts. Select the Contacts After applying the filter, a list of relevant contacts will appear. Check the boxes next to the contacts you want to message. You can select multiple contacts at once if necessary. Choose the SMS Option Once the contacts are selected, click the Chevron Arrow  at the top corner of the search results. From the dropdown menu, select Send Message . Choose SMS  from the list of options. Compose Your SMS A new window will open for composing your SMS message. Write the message content, ensuring it is clear and appropriate for the recipients. Send the SMS Once the message is ready, click the Send  button to dispatch the SMS to the selected contacts. For the Organisation Module , the steps are similar. Navigate to the Organisation Module, apply advanced search, select the organisations, and follow the same process to send an SMS. Sending SMS Using a Distribution List (DL) A Distribution List (DL) allows you to send SMS messages to a predefined group of contacts. Here's how to send SMS using a DL: Steps: Create or Use an Existing DL: Create a new Distribution List (DL)  or use an existing one. Refer to this guide for creating and managing a DL in ChilliDB: Creating and Maintaining Distribution Lists . Ensure the DL type is set to SMS  to allow SMS communication. Add Contacts to the DL: Click on the Create Link in the "Member" tab. Search for the contacts you want to add to the DL. Select the mobile number you wish to use for communication and click Done . Send SMS to the Entire List: Once the DL is complete with valid mobile numbers, you can send SMS messages to the entire list by clicking the Chevron Arrow From the dropdown menu, select Send Message or selecting Email Icon  > SMS option  > Distribution List . Note: Ensure only mobile numbers are used for the DL. Mark the mobile number as "Available for DL"  in the contact details. If this box is unchecked, the number cannot be used for SMS communication in the DL. Configure Rules in Distribution List Settings: If you want to make all existing contact numbers available to the Distribution List (DL)without manually updating each contact or organisation, you can do this by using the configuration settings in the DL. To do this, follow these steps: Go to Utilities → Distribution Lists  → Configure . Select the Mobile Phone Type: On the Distribution List Configuration screen, you see the Allow the following 'mobile' phone types to be available for DL section. Check the box(es) for the mobile phone type(s) you want to make available in the DL. Choose the Action: Update Contact mobile phone types that are 'selected' above to be 'available in DL' : This will add all contact mobile numbers of the selected type(s) to the DL. Update Organisation mobile phone types that are 'selected' above to be 'available in DL' : This will add all organisation mobile numbers of the selected type(s) to the DL. If you want to remove mobile numbers, use the "not selected" options. Save Changes: You click the "Save"  button to apply the changes.

At ChilliDB, we implement a structured and secure backup strategy to ensure business continuity and data integrity. Our backup system is designed to provide both short-term and long-term recovery options, safeguarding critical information. Backup Frequency Nightly Backups  – A complete backup of the CRM database is performed every night, ensuring an up-to-date restore point. Retention Policy  – Daily backups are retained for 30 days, while a single backup is stored for each month over the past 12 months. Backup Retention Strategy Daily Backups  – Maintained for the last 30 days, allowing restoration from any of the previous 30 nights. Monthly Backups  – Retained for the past 12 months, ensuring historical data recovery when required. Customer Access to Backups Customers cannot export or manually back up the database. However, in the event of a request, we will restore the necessary data from our backup system and make it available. Key Benefits of Our Backup Approach Consistent Data Protection  – Regular automated backups mitigate the risk of data loss. Reliable Recovery Options  – Daily and monthly backups ensure flexibility in data restoration. Business Continuity Assurance  – A structured retention policy supports both immediate and long-term recovery needs. Our robust backup infrastructure ensures that essential business information remains protected and readily accessible in case of unforeseen events.

Buy Chillidb today as low as $24 a month* Starting at $33 Per Month* Buy Now Start your ChilliDB organisational journey today with licenses as low as $33 a month* Excluding GST* FREE DEMO LICENSES ChilliDB Quick Start Package Silver ChilliDB Quick Start Package Gold NEED TRAINING Need set up or training ? Take a look at our start up packages, designed to get you set up and ready to use ChilliDB. START-UP PACKAGES

Explore ChilliDB through our demonstration videos. DEMONSTRATION VIDEOS A Membership Database that Helps Deliver Better Programs and Services. ChilliDB is an Australian membership database system designed for and used by Not for Profits, Primary Health, Community Service and Government organisations. DEMOSTRATION FEATURES By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages A USER FRIENDLY PLATFORM A user friendly platform for managing contacts, events, interaction history such as notes, case and stakeholder management and surveys. We have developed a custom set of reporting modules that are unique in the market that makes it stand above any other CRM in this sector. With instant access to ChilliDB’s centralised database, your staff can access, analyse, retain and report on the data at hand, providing improved efficiency and productivity across your organisation. ChilliDB strikes the right balance between value for money, security and accessibility. Demo Web Controls Webcontrols Web Controls - Subscription Find out how your clients can create notes in ChilliDB using the forms web control. Web Controls - Events This video shows how your clients can search for events using a web control. Web Controls - Listings This video shows you how to build a listing web control which allows your clients to search for the details of organisations. Web Controls - Organisations This video shows how you can list a collection or Organisations on your website, choosing what information is shown, what information is searchable and how to filter the organisations which can appear on your website. Web Controls - Membership This video shows you how to build a membership web control form which allows your clients to sign up for a membership. Web Controls - Subscription This video shows you how to build a subscription web control form which allows your clients to sign up to distribution lists. Features Features Geocode Address Show how Geocode data in your Clients addresses can be easily exported and mapped. Staff Timesheet Module The video introduces the staff timesheet module and covers logging time, leave requests and the approval process. Colour Flags Find out how easy it is to use colour flags to find and highlight clients. Adding and Managing Notes See how easily you can add and manage Notes. Adding and Managing Contacts The video introduces the Contacts and how to add and manage them. Adding and Managing Organisations Find out how easy it is to add and manage Organisations Visualisations This short video introduces the visualisation module and shows creating how to view your events by type in a graph on your desktop. Custom Fields This short video introduces the custom fields and shows how to create and edit them. ChilliDB's best feature, allows you to build your own forms and capture information specific to your Organisation needs. Roles and Users This short video introduces Roles and Users and shows how to create them. Categories This short video introduces Categories and Sub Categories and shows how to create them. Categorisation is the most important step to get right. It will define how you work and how information will be reported. Creating Organisations This video shows you how to easily create Organisations. Messaging This video shows you how to use ChilliDB messaging to communicate, with all communications recorded for you. Use Merge Tokens to personalise messages, Alerts to implement workflow, and Templates to style your messages. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Improve your donor relationships. Help track and measure your fundraising efforts with ChilliDB. Donor Relationship management made simple ChilliDB is an easy to use, secure, powerful, yet flexible Client Management tool that will improve donor relationships and help track and measure your fundraising efforts. ChilliDB will revolutionise the way you interact with your clients and enrich the relationships you have with them. GET STARTED WATCH DEMOS By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages DONOR RELATIONSHIP MANGEMENT Need help managing your Client information? ChilliDB for not-for-profits is a leading Client Management Database designed specifically for the Australian associations and not-for-profit sector to enable more efficient operations through better donation management. Communicate easily with your Clients and Stakeholders Gain insights with tailored Reporting Grow your Donor Relationships Benefits Maximise Donor Engagement Through ChilliDB’s extensive mail list management tools, online surveys and event management. Store historical data and combine your organisation’s collective knowledge into one database. Manage relationships more effectively and enrich your client’s experience. Increase Responsiveness By retrieving an individual’s data instantly. View client details, case notes, and a complete history on any client or organisation. Measure Performance With ChilliDB’s extensive reporting suite. Monitor activities, collect statistics and see emerging trends as they occur. Measure the performance of your organisation quickly and unobtrusively. Gain a holistic view of your entire organisation’s activities. Build Donor Understanding From the data your organisation collects. Retrieve information on your organisations programs, view details on who receives help and when. Gain an insight into the difference your organisation is making by viewing the activities of your whole organisation. Collect Client Information With ChilliDB’s intuitive note collection interface. Store conversations, documents, emails and more into the secure ChilliDB Database. Key Features Client and Stakeholder Management Remove duplications by centrally managing information about your clients and stakeholders. Membership Management Easily create and manage members within your membership packages. Track renewal dates and communicate with members that have membership due and overdue. Record all membership fees. Powerful and Comprehensive Reporting Use existing reports or develop your own using the award winning Crystal Reports product. Full reporting capability, data queries and comprehensive search facilities. Never miss out on receiving funding from the government again with OASIS reports integrated into ChilliDB. Dynamic Data Quickly add your own additional fields and make them immediately available for reporting and querying. ChilliDB can accommodate all your information needs. Communication Distribution Lists and Groups Reach your clients easily using groups and distribution lists. Built in fax and SMS methods in addition to powerful email options. Events Management Organise small to large-scale events. Manage sponsors, attendees, dietary requirements, billing and facilities. Session control and event registration. Run attendance lists, name tags and certificates. Donor Management Receive and track donations and add custom fields to manage data. Analyse donor data and gain insights with tailored reporting. Use notes and messaging to track and automate communication with donors and clients. Information Security Assign each user to a specific role and restrict access to only the information you want them to see. Manage sensitivity to ensure private and confidential information remains secure. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO