Changeover Training July 2021
All webinar training resources in one place
Gear up for your upcoming role this year!
To help better prepare you for your role in the upcoming year, brush up on your skills and ClubRunner knowledge with our Changeover Training Series! Click the Register button to signup for each webinar that you're interested in. It's free to attend! Can't attend? Not to worry, all sessions will be recorded and posted on our Community site. You do not need to register to view the recordings.
Note that all times are in NAET (Toronto, Canada time). Contact us if you have any questions or issues with registration. A live, interactive Q&A session will be included at the end of every webinar. We look forward to seeing you!
Please note that all webinars will be recorded. To access the recorded videos after this webinar series is complete please check:
https://www.clubrunnercommunity.com/forums/general.8/
https://www.clubrunnercommunity.com/forums/general.8/
ClubRunner Essentials
This webinar is intended as an introduction to ClubRunner and will give a guided tour of the many modules of our platform.
Thurs., July 8 2021
3:00 - 4:00PM EDT (1hr)
ClubRunner Essentials
Hosted by Mickey D. | Co-host: Michael C.
This will be a brief, general overview of the modules found on the club version of ClubRunner, covering:
- How to find your website and how to login
- Exploring all the top menu tabs found in the member area (admin pages)
- A brief overview of all the major club version functions
Role-based Webinars
These webinars are geared for club and district executive/director roles. Note that these will not cover all modules.
Fri., July 9 2021
5:00 - 6:30PM EDT (90min)
New
Club Executive Training on District Version
Hosted by Michael C. | Co-host: Mickey D.
This webinar is recommended for all club executives who will be using a district website for club administration duties, and whose club doesn’t have their own ClubRunner club website. Topics include, but are not limited to:
- How to gain access to use the district website
- How to add, terminate and manage transferring members
- Managing RI Integration settings
Mon., July 12 2021
5:00 - 6:30PM EDT (90min)
New
Club Executive Training on Club Sites
Hosted by Omar S. | Co-host: Michael C.
Training for all club executives who will be using their ClubRunner club website for administrative duties, covering but not limited to:
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How to add, terminate and manage transferring members
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How to update your club meeting information
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Send email, access documents and committees
Tues., July 13 2021
5:00 - 6:30PM EDT (90min)
New
Club Website Administrator Training on Club Sites
Hosted by Omar S. | Co-host: Shawn P.
This webinar is meant for all users with access level "30" or the club website administrators, some of the topics covered will be:
- Homepage and custom page design
- Navigation menu
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Overview of club events, including an example
Wed., July 14 2021
5:00 - 6:30PM EDT (90min)
New
District Training for District Executives
Hosted by Omar S. | Co-host: Zach W.
Training for all District executives, including Area/Assistant Governors (AGs). Some of what will be covered:
- Viewing/editing the District Org chart
- Sending emails
- Documents, contacts, and events
Thurs., July 15 2021
5:00 - 6:30PM EDT (90min)
New
District Training for District Administrators
Hosted by Mickey D. | Co-host: Omar S.
Training for any member with the “District administrator” access level, advanced topics covered will include but are not limited to:
- Editing club & member information on the district - and why sometimes you won't be able to
- Assisting clubs with their RI integration
- District access levels vs club access levels
Deep Dive Series - Membership and Admin
These webinars will go in depth into the many modules related to managing your membership.
Fri., July 16 2021
3:00 - 4:00PM EDT (1hr)
Dues & Billing
Hosted by Michael C. | Co-host: Zach W.
Learn to create, email and keep track of club dues and invoices. Some of the topics include:
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Creating a bill
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Configuration settings
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Sending bills, adjusting statements, tracking payments
Tues., July 20 2021
3:00 - 4:00PM EDT (1hr)
Attendance
Hosted by Mickey D. | Co-host: Shawn P.
Learn to keep track of member attendance at the club level. Some points that will be covered:
- Track and manage your club's meeting attendance
- Track guests
- Generate attendance reports
Thurs., July 22 2021
3:00 - 4:00PM EDT (1hr)
Membership Management & RI Integration
Hosted by Zach W. | Co-host: Omar S.
Find out how to sync data between your ClubRunner website and MyRotary.org, some topics include:
- Add/edit/manage the members list
- Edit meeting info & club officers
- How to setup RI integration and use compare & synchronize
Deep Dive Series - Communication and PR
These webinars will go in depth into the many modules related to managing your website, events and communication.
Mon., Jul 19 2021
3:00 - 4:00PM EDT (1hr)
Events & Volunteer Management
Hosted by Omar S. | Co-host: Michael C.
Create events and volunteer sign-up lists with online registration for your website. Some of the topics will include:
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Set up online registrations & volunteer lists
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Create email notifications and invitations
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How to handle event payments & refunds
Wed., July 21 2021
3:00 - 4:00PM EDT (1hr)
MyEventRunner
Hosted by Mickey D. | Co-host: Zach W.
Learn to create a MyEventRunner (MER) event with multiple packages & add-ons for attendees to register and select from. Some of what will be covered:
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Create a MER event
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How to handle event payments & refunds
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Advanced MER options such as time ranges, promo codes and questionnaire
Fri., July 23 2021
3:00 - 4:00PM EDT (1hr)
Website Content
Hosted by Michael C. | Co-host: Shawn P.
How to create the content for your website, some topics will include:
- Create stories, news, and links on your home page and bulletin
- Add private club documents and public download files
- Tips and tricks for creating content
Mon., July 26 2021
3:00 - 4:00PM EDT (1hr)
Bulletin Live Designer
Hosted by Zach W. | Co-host: Shawn P.
Create bulletins & monthly newsletters. Some of the webinar topics will be:
- Customize and design your bulletin using our Bulletin Live Designer
- Format and prepare your bulletin to send to all members and friends
- Create and edit stories for your bulletin
Tues., July 27 2021
3:00 - 4:00PM EDT (1hr)
Website Live Designer
Hosted by Shawn P. | Co-host: Zach W.
Learn how to design and preview your mobile-friendly ClubRunner homepage. Some of the topics covered:
- The live designer interface
- Website widgets
- Banners, themes, menu navigation