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Helpful articles to answer any question you might have about ChilliDB 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 Free Trial Thank you for signing up for a free trial. This web page is designed to be a day-to-day guide to help you get the most out of your ChilliDB trial Step-Through Guides: These provide users with links to articles/videos that guide them in the ChilliDB learning process. Action Tasks: These tasks compliment the instructions provided in the articles/videos by prompting users to perform certain tasks. Events Get started with ChilliDB 1. Create an Event r Step through guide r Create an Event Action Tasks: r Experiment with selecting the ‘Yes’ option for ‘Do you charge for this product?’. Note: you may have to create a product when prompted to ‘Select product’ in the ‘Price’ field. r Experiment with selecting the ‘Yes’ option for ‘Use sessions’. Then set up the sessions via the ‘Sessions’ tab once your event is saved. r Register at least one contact/organisation as an attendee for this event - under the ‘Registered’ tab on the Event Details page. r Add an attendee for each of the other categories in the tabs on the Event Details page - ‘Registered - Not Paid’ to ‘Waitlist’. r Use the ‘Create Like’ option in the Actions menu (top right-hand corner of the page inside the blue band) on the Event Details page to create a similar event at a future date. 2. Events Calendar r Step through guide Events Calendar r Action Tasks: r Find the event you created in Part 1. Create an Event & click on it. r Review the details of this event on the Event Details page. 3. Events List r Step through guide Events List r Action Tasks: r Enter the start date of the event you created in Part 1. Create an Event in the search field at the top of the page. r Click on the ‘Register/More Information’ link & then review the details of this event on the Event Details page. 4. Event Search r Step through guide Events Search r Action Tasks: r Search for the event you added in Part 1. Create an Event by title. r Display all of the events in your system. r Display your events (those you have created/worked with in some way). r Use ‘New Filter’ to create filters to search for an event (try to use at least 2 filters). Then save this filter under ‘My Filters’. r 5. Restricting Event Access By Role 6. Create a Event Web form r r 7. Email Event Certificates Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

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Create Events in ChilliDB. Intergrate with web controls and track your attendees. See who has waitlisted or cancelled and use custom field to collect any extra information. Event Management with ChilliDB ChilliDB Events are ideal for managing your training, workshops and events. As many events don't require sessions you can now create events without sessions, keeping the interface clearer and easier to use! 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 Event Management has become even easier! ChilliDB will also facilitate your event registration, planning and delivery processes by managing event preparation, venue information and scheduling, logistics, speakers and program content preparation, and keep on top of event day activities with custom name tags, sign in sheets and certificates. FREE DEMO TRY FOR FREE Supports Continuing Professional Development (CPD) ChilliDB Events supports Continuing Professional Development (CPD) by allowing you to track point entitlements per session identifying who attended, cancelled, or didn't attend on the day. Maintaining accurate data and allowing you to report that information to the participants or their professional bodies. Receive Reporting Extracts ChilliDB provides report extracts enabling direct uploads into the National Prescribing Services (NPS) reporting system. Integrate With ChilliDB Web Controls Publish your Events listing and calendars onto your website using ChilliDB Web Controls enabling Event Registrations directly into ChilliDB. Set-up Web Controls in minutes Automate data entry and back office administration Customise data captured Send LIVE updates to the ChilliDB database Match the style and formatting of the Web Controls to your website. Explore each of the Web Controls and bring the power of ChilliDB to your Website simply and efficiently. If you would like to access the other Web Controls or find out more, contact sales@chillidb.com . VIEW OUR DEMO SITE Benefits Create Events Create events and add your own custom fields to ensure you collect the right data for your events. Advanced Search Use Advance Search to create filters and save previous searches. Events List View events in a list format. Each list item includes the venue, description and a link to register and for more information. Certificates Create certificates for events participation and completion in our report module. Name Tags Create custom name tags for your event attendees through our report module. Search Events Search Events to quickly find the correct one. Search by fields or through the full list. Events Calendar View your Events visually through the event calendar. Configuration Save event certificate message templates and event certificate reports through the configuration feature. Event Surveys Create surveys for your events to receive feedback or collect relevant information about event attendees Attendee Signatory Sheet Create a sign-in sheet for attendees for an event session through the report module. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

ChilliDB for Community Services comes bundled with features which will allow you to better engage your stakeholders and clients. CHILLIDB TAILORED FOR COMMUNITY SERVICES - AN OUT OF THE BOX SOLUTION Easy-to-use Client management software that c an manage all your information. Track all services and interactions. Designed for the Australian Not for Profit, Community and Health sectors. Client Management made simple. ChilliDB for Community Services drives better service delivery! ChilliDB understands Community Service organisations face challenges delivering services effectively with few resources to many clients with little time, and being in a position to efficiently record and report of all of the activities undertaken to the many separate and different reporting bodies. ChilliDB for Community Services comes bundled with features which will allow you to better engage your stakeholders and clients, achieve greater outcomes for your clients and simplify reporting with support for data extraction to many reporting systems available. DOWNLOAD OUR BROCHURE TRY CHILLIDB FOR FREE No credit card required Some of our clients in the Aus & NZ Health sectors. PHN-Brisbane-North-Logo_JPEG_2x Show More MESSAGING SERVICES Deliver highly personalised messaging ChilliDB allows professional personalised communications to be sent through one system - Letting you keep track of all client information Multiple Messaging options Messages can be sent as Emails, SMS and Faxes Manage your regular communications You can create Distribution Lists for managing your regular communications. Deliver brand consistency ChilliDB allows you to create rich HTML emails for your messages. KEEP DATA ORGANISED Condense your data to one system ChilliDB Events are ideal for managing your training, workshops and events Keep track of all communications All communications between email, website forms and SMS kept in one place. Bulk Uploads Integration Easy integration with xero, Mailchimp, outlook, wix and more. CUSTOMISABILITY Set up a system to your exact needs A powerful feature within ChilliDB is the ability to easily create your own forms and add fields in to those forms without the need for application development. Custom Fields and Cateorgisation Messages can be sent as Emails, SMS and Faxes Website Forms You can create Distribution Lists for managing your regular communications. EVENT ORGANISATION Easily set up events ChilliDB Events are ideal for managing your training, workshops and events Supports Continuing Professional Development (CPD) ChilliDB Events supports Continuing Professional Development (CPD) by allowing you to track point entitlements per session identifying who attended, cancelled, or didn't attend on the day. Maintaining accurate data and allowing you to report that information to the participants or their professional bodies Automate data entry and back office administration With web event forms set up your events in minutes, customise your data captured and automate the registration process. Certificates Create certificates for events participation and completion in our report module. FEATURES User-friendly software with powerful features. Tailored software for Community Services ChilliDB comes bundled as a specialised template and features which will ensure that you are able to meet all of your reporting demands. Contract Management ChilliDB Contracts module allows you to track all of your Contracts, from Prospect or Opportunity through to Contract execution. Discover all features Searching, Reporting, Data Mining ChilliDB includes a number of options to view and find information to meet any user's needs, including the Search Screens Data Mining module, and specialised Reporting tools. Survey, Data Collection Assessment The ChilliDB Survey module provides a powerful built in Survey tool to streamline your data collection and maintenance and inform your business activities. 5-STAR REVIEWS See what our clients are saying . Liaising with the ChilliDB team. Easy to work with! Great customer support and great value for money Dina M PSO Coordinator Medical Practice We chose ChilliDB for their case management module, we at Northern Rivers Childrens Services are very Happy we chose ChilliDB over other systems as it talks to dex unlike other competitors Lindy O'Brien Northern Rivers Children's Services limited I'm really happy with ChilliDB and I would recommend them for anyone needing a great Client management Software Sarah Murphy Advocate Monash Graduate Association Specialised Program Delivery Modules Streamlined Reporting Each of these specialised modules includes streamlined reporting. ChilliDB includes a number of specialised modules specifically for Community Service organisations. Supported Programs Client Administration The ChilliDB Client Administration module supports any Coordinated Care program. Read More Partners In Recovery (PIR) Partners in Recovery (PIR) streamlines the client journey while providing a flexible and comprehensive client and case management solution. Read More Home and Community Care (HACC) Home and Community Care provides funding for services which support the frail older people and their carers. Read More Start your free 30 day trial. No card required. Essential $26 / User / Month* Includes an exclusive user license. Includes unlimited members and contacts (within reason) Suitable for small groups and start ups. TRY FOR FREE Premium $41 / 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. TRY FOR FREE Enterprise Call us for a quote Supports more users for less cost. Includes unlimited members and contacts. Suitable for Government departments and large enterprises. TRY FOR FREE Stay up to date

Helpful articles to answer any question you might have about ChilliDB 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 Donor Relationship management Client Management Event 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 Initial Steps Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. Get started with ChilliDB r Set up a new password r Set up password recovery Personalise ChilliDB layout r r Register for ChilliDB Community Via Help Centre Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

Helpful articles to answer any question you might have about ChilliDB Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. 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 Donor Relationship management Client Management Event 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 Membership Package Get started with ChilliDB Your Membership Package r r Create a Membership Package by navigating to Membership r Add Members to This Package (Via Membership - Maintain) r Make a Distribution List available for this membership package Maintain Membership Page r r Navigate to the Membership - Maintain page Actions Task: Step Through Guides r Change between the ‘Show Current’ and ‘Filter’ options in the top left-hand corner to observe how you can use these to manipulate the membership list. r Click on the ‘Actions’ icon on the top right-hand side of the memberships list to see what options are available to you to work with this data. Membership Search r r Step through guide Navigate to the Membership - Search page. r Action Tasks: Search for one of the members you added in the Membership Package section. r Display all of the membership packages in your system. r Display your membership packages (those you have created/added members to). r Use ‘New Filter’ to create filters to search for a membership package (try to use at least 2 filters). Then save this filter under ‘My Filters’. Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

ZUMBA - JOANNE GREEN STUDIO 2 TUE. AT 7:00 PM BALLET - KAREN KING STUDIO 1 TUE. AT 6:00 PM HIP HOP - RON JAKE STUDIO 2 TUE. AT 5:00 PM JAZZ - ACE SILVERSTEIN STUDIO 1 TUE. AT 4:30 PM

Helpful articles to answer any question you might have about ChilliDB 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 Donor Relationship management Client Management Event 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 Basic Functions Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. Get started with ChilliDB r Add an organisation r Add contacts r Link a contact to an organisation r Create a note r Link a note to a contact/organisation r Creating Contacts without an Organisation r Create a note template r Use ChilliDB’s search function Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

Case Management allows you to assess, plan and monitor the delivery of support to the client, and adhere to milestones. Case Management Software for Building Stronger Cases Providing a framework to follow, backed up with Alerts, Notifications and Escalation of activities to ensure that you are always on track of your business. 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 Donor Relationship management Client Management Event 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 Case Management The ChilliDB Case Management module extends existing Client Administration programs and service delivery, or any Contact based or Organisations based progress driven program or activity. Close cases faster with the right answer every time. ChilliDB provides full Case Management integration, which allows Case Workers and Case Managers to assess, plan and monitor the delivery of support to the client, and adhere to milestones. ChilliDB Case Management provides a framework to support your service delivery The analysis of activities generated from the Case Management module will provide support for planning, reporting and system advocacy, to implement better outcomes through any form of Case Management or Process driven program delivery. WATCH DEMO FREE DEMO TRY FOR FREE TUTORIALS Access our free articles in the Help Centre for step-by-step instructions on how to set up a Case. ACCESS NOW Key Features Work Flow Reusable templates and flexible work flow support staff during intake, assessment, action plan management and exit processes. The workflow can be updated as needed, without compromising existing service delivery or system uptime. Cases All client activities and interactions are recorded in the case. Any client or organisation can have multiple cases attached to their record. It is a complete historical record of all major changes and high level interactions. Phases and Activities The processes can be set into broad groupings (phases) and broken down to specific activity points. Individual activities can have numerous items of information added to it, be it a note, an alert, a document or email. Referrals and Allocation Support facilitators can manage their case load and pass cases to their line supervisor, or refer on those cases. Cases can be accepted, rejected and reallocated. Notifications and Alerts Alerts can be set when case milestones are reached or past due, when activities are done and statuses changed. Allow the storage and linkage of all interactions and communications with clients and other service organisations. Notes can include file attachments also. The Notes Sensitivity function allows the Note creator to assign roles to users and restrict who sees what, particularly useful for sensitive documents. Notes and Role Based Security Case Templates Enable an administrator to specify phases and activities, status and alert types and conditions. Reporting And Data Mining Various data retrieval options support ad-hoc reporting and data exchange: Search screens comfortably manage standard and custom fields (dynamic data) The data mining module mines, groups, aggregates and surmises information for the user An integrated reporting engine enables custom reports base on any available criteria, for upload and circulation to other users, printing, exporting in different formats and emailing A public web based API enables integration with other products and services Custom Fields Enables a user to create any number of custom sections and fields without any custom software development. Sections and fields can be of any type (i.e. date, time, currency, drop downs), and it permits changed work flows, data fields, pre-populated data fields and data sets. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Call us today for more information. Tel: 1300 65 72 43 or subscribe to the ChilliDB newsletter. CONTACT US Discover How ChilliDB Can Help Your Organisation Find out more about ChilliDB and how we can fit your CRM requirements by speaking to someone from our sales team. After we receive your request, we will contact you shortly to organise a time and day for you consultation call. Contract Management Web Controls Membership Management Event Management Client Management And More... Polymorphic Solutions Address: Level 13, 97 Creek St Brisbane, QLD, 4000 Email: info@chillidb.com Telephone: 1300 65 72 43 KEEP UP TO DATE Subscribe to ChilliDB News and keep up to date with our latest releases and new features. EXPLORE CHILLIDB NEWS NEED SUPPORT? Help Desk and Help Centre are available through the Support menu. You can also email the Help Desk at: helpdesk@chillidb.com VISIT THE HELP DESK

ChilliDB Web Controls bring the benefits of ChilliDB to your website with minimum effort. 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 WEB CONTROLS Benefits of ChilliDB Web Controls Often a client’s first exposure to an organisation will be its website. The ChilliDB Web Controls allow you to offer services through your website that clients have come to expect. Set-up Web Controls in minutes Automate data entry and back office administration Customise data captured Send LIVE updates to the ChilliDB database Match the style and formatting of the Web Controls to your website. Explore each of the Web Controls and bring the power of ChilliDB to your Website simply and efficiently. If you would like to access the other Web Controls or find out more, contact sales@chillidb.com . VIEW OUR DEMO SITE Available Web Controls Events Events can be published to your website to allow visitors to your site to view your Events calendar and register for an Event. All data is updated and stored in ChilliDB. Membership Membership allows you to capture Member registrations through your website. ChilliDB Web Controls supports PayPal to capture member payments. Distribution Lists Distribution Lists in ChilliDB can be published out to your website. This allows visitors to your site to subscribe to your lists. Visitor details are then stored in ChilliDB. Listings Listings allows a Service Directory of Organisations or Contacts, or a subset of them to be published on your website. You can choose who is listed and what information is listed. Forms Forms allows you to build any smart form that you may require. These may include, a Contact Us form through to an Intake Form or any other form you may wish to publish to your website. All information is saved securely into ChilliDB Notes and then you can define a workflow once the Note has been created. Publish a Service Directory from ChilliDB in less than 30 minutes! Using the Organisations Web Control, you can choose to publish a listing of Organisations directly from ChilliDB. Setup of your Web Controls should take no longer than 30 minutes! You can customise your Service Directory to display selected Organisations (for example, those who opt in to be published). You can further define which fields are presented on the Search, Listing, and Details pages that the Organisation Web Control presents for you on your website. Benefits You manage your Web Controls from within ChilliDB All information on your Service Directory is LIVE, pulled directly from ChilliDB You can define as many listings of Organisations or Contacts that you need. For instance, to meet different programs, so that clients can use your website to find services you provide through your provider network. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

ChilliDB is a flexible user friendly Client Management System which can be customised to your own individual business model. ChilliDB morphs into your own system, tailored especially for you, by you or with the support from friendly Polymorphic Solutions Staff, making it easily adopted by your staff.  What is ChilliDB ChilliDB is a flexible user friendly Client Management System which can be customised to your own individual business model. ChilliDB morphs into your own system, tailored especially for you, by you or with the support from friendly Polymorphic Solutions Staff, making it easily adopted by your staff. FREE DEMO TRY FOR FREE What does ChilliDB do? We tailor to those that need it the most ChilliDB unites all the functionality that NFP, community and health organisations need. We contain all your contact, event, marketing. cases and more into one user-friendly software. With ChilliDB, you can focus on what's important right now: getting back to delivering exceptional customer experiences. Why ChilliDB What does ChilliDB do? Allow contracts to be managed for organisations and their representatives, with workflow ability enabling staff to track the progress of contract deliverables throughout a Contracts’ lifecycle. LEARN MORE ABOUT CONTACT MANAGEMENT ChilliDB Events are ideal for managing your training, workshops and events. LEARN MORE ABOUT EVENT MANAGEMENT Case Management Software for Building Stronger Cases. Providing a framework to follow, backed up with Notifications to ensure that you are always on track of your business. LEARN MORE ABOUT CASE MANAGEMENT ChilliDB Membership centralises your membership management, leveraging the whole of ChilliDB to support you in your day to day business. LEARN MORE ABOUT MEMBERSHIP MANAGEMENT What do we do for people? Our software helps NFP, Community and health organisations create better lives for others. When you join ChilliDB, you’re not just owning a Client Management software; you’re joining an inclusive community of other oraganisations just like yourself. READ OUR CUSTOMER SUCCESS STORIES Want to learn more about ChilliDB? Contact us Call us at 1300 65 72 43, email us at info@chillidb.com or let us call you back. REQUEST A CALL Free Demonstration Get an free 30 min one on one demonstration to find out what ChilliDB can do for your business. FREE DEMONSTRATION Get started now Try ChilliDB free for 30 days - no credit card required, no software to install. TRY FOR FREE