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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.

This page is to assist those using the ChilliDB Outlook Add-In. A subscription to ChilliDB is required to use this feature. About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us PRODUCT ↓ SOLUTIONS ↓ COMPANY ↓ PRICING ↓ SUPPORT ↓ CONTACT US Outlook Add in Keep your communication records up to date. ChilliDB Outlook Add-In allows you to quickly save emails to the ChilliDB database without leaving Outlook. TRY FOR FREE WATCH DEMOS ChilliDB Outlook Add-In Keep your communication records up to date. ChilliDB Outlook Add-In allows you to quickly save emails to the ChilliDB database without leaving Outlook. Save time by taking advantage of ChilliDB’s Outlook Add-In. Quickly save emails and file attachments to your ChilliDB database without leaving Outlook. Emails are saved as notes which are then filed against the matching contacts of the recipient and sender. Book a Demo Schedule a free demonstration by clicking below. Demonstrations run for 30 minutes and are done online. FREE DEMO Contact Us Have questions? Contact us to find out more. Click below and our team will happily help you. CONTACT US Sign Up To use Outlook Add-In you need a ChilliDB subscription. Click below to find out more. SIGN UP ChilliDB Outlook Add-In lets you: Save emails as notes which can be followed up through ChilliDB Save file attachments Create new contacts and organisations efficiently Keep track of communications Match the sender’s and receiver’s names to the data in ChilliDB Set a category and type for the email Get Started Select the "Home" menu in Outlook and click on the ChilliDB icon after adding to your toolbar. Then enter in your ChilliDB credentials to store an email. Store Emails Save attachment files and images automatically by ticking the "save attachments" check box next to the save button. Find Organisations and Contacts Easily find organisations and contacts by searching for them in the Outlook Add-In. Match the sender's name to the organisation or contact in ChilliDB. Create Contacts and Organisations If you cannot find the sender's contact in the ChilliDB database, you can quickly create one in the Outlook Add-In. After creating a contact, if you cannot find the sender's organisation in the ChilliDB database, you can quickly create one in the Outlook Add-In Select Preferences Customise settings by selecting the note type, category and sub category in the ChilliDB Outlook Add-In. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Buy Chillidb today as low as $24 a month* Starting at $26 Per Month* Buy Now Start your ChilliDB organisational journey today with licenses as low as $28 a month* Excluding GST* FREE DEMO LICENSES License prices increase from the 1st of July 2025 as follows, Essential $30 and Premium $45. 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

View pricing for the Australian cloud hosted web platform without the software install headaches. Priced competitively so you can focus on your business ChilliDB offers three different license plans: Essentials, Premium and Enterprise. Choose the right license for your organisation from our three license plans starting with our Essentials plan from $28 per user per month. GET STARTED WATCH DEMOS PRICING License prices increase from the 1st of July 2025 as follows, Essential $30, Premium $45 and Shared $59. Essential $28 / User / Month* Includes an exclusive user license. Includes unlimited members and contacts (within reason) Suitable for small groups and start ups. FEATURES BUY NOW Premium $43 / User / Month* Offers an exclusive user license. Includes unlimited members and contacts (within reason) Exclusive features including web controls, Outlook plugin and more Suitable for all organisations. FEATURES BUY NOW Enterprise Call us for a quote Supports more users for less cost. Includes unlimited members and contacts. Suitable for Government departments and large enterprises. FEATURES ENQUIRE * All Pricing Excludes GST and System Establishment Fee Shared $56 / User / Month* Most Popular Shared - Concurrent licenses are also avaliable on the Premium and Enterprise plans. Shared licenses allow multiple staff to share a license when only one staff member needs access at a time. These licenses are very cost effective for large staff numbers and infrequent staff access. ENQUIRE *You can buy both a shared account and individual accounts together so those that always need access can. Included Extras Confidentiality of information Your data is stored onshore in Australia Ability to track premium support hours. Access to training videos. 24x7 monitoring for servers and ChilliDB service. Nightly backups of your data. Dedicated URL and SSL certificates for encrypted communication. Ongoing product updates. Access to the ChilliDB Helpdesk: For lodging product questions and requests. In addition to access to the ChilliDB platform, the monthly license includes the following services: Featues Features ChilliDB provides a variety of features to suit your organisation's needs. View the table below to find out which modules are included in each plan. Features Essential Premium Enterprise $28 / User / Month $43 / User / Month Call us for a quote Contact and Organisation Event Management Case Management Membership Management Distribution Lists and Message Templates Donor Tracking Appointments Groups Asset Register Mailchimp Integration Custom Fields Webcontrols Outlook/Gmail Addin Staff Timesheets and Leave Survey Management Document Register ABN Validation Full Address Lookup Data Mining Visualisation Upload your own Reports Xero Integration DB Reporting Account API Client Administration Contract Management Module Builder SMS What People Say “All in all ChilliDB is a well-designed and executed database, and the SQL interface is a key asset for us. The reporting views and direct access to the data tables make it easy to integrate downstream analytics and other data consumer apps.” — Dr Steven Darlow Data analytics contractor (primary health/PHN sector) Australian cloud hosted web platform without the software install headaches Benefits Engage clients and stakeholders effortlessly Deliver Better Outcomes from Programs / Services Improve efficiency and productivity Australian Hosted, secure & accessible anywhere Single Source of Truth Report More Accurately Free support including access to our Help Desk and Help Centre Integrate with your Website in less than 30min Risk free 30 day cancellation ONSHORE DATA ChilliDB is owned by an Australian company which means all of your data remains in Australia! LEARN MORE Some of our clients in the Not for Profit, Community and Health sectors.