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Essentials in
Lead the Chapter
Site tour -- ebiz.barbershop.org
Get started using our new customer portal on the web. Want to save this for reference (and a better view of the screen shots? Click the links for SAVE PDF or SAVE ORIGINAL.
Updated: 1/18/2008 3:59:43 PM
New! Watch the Getting Started web video -- http://www.barbershop.org/web/groups/public/documents/pages/ebizsite.html
Welcome to ebiz, your new gateway to quickly conducting member, chapter and district business.
Download this handy tip sheet with step-by-step instructions to keep next to your computer!
Key functions:
Login – home
Use the secure site https://ebiz.barbershop.org/ebusiness
Note the S in https - -this activates a secure session. Look for the lock icon in the status bar.
Login
USE YOUR EXISTING BHS MEMBERID / PERSONID. (Become accustomed to this terminology… we will increasingly refer to every user as a Person, since it includes both BHS members and non-singing customers, friends, families, etc.)
USE YOUR OLD MEMBERS ONLY PASSWORD – FIRST EIGHT CHARACTERS ONLY. The old system only stored eight characters, so if your old password was "speedboatracer", only "speedboat" was actually saved and converted to the new site.
FORGOT YOUR PERSONID? DON'T HAVE A MEMBERS ONLY PASSWORD? Email passwords@barbershop.org with your PersonID and we'll send you an activation code to get into the site. You'll use it with the link for "Forgot your UserID" as follows:
Enter your PersonID
Enter a new passphrase. NOTE: PASSWORDS ARE CASE-SENSITIVE. Choose a passphrase longer than 12 characters. LONGER IS STRONGER when it comes to passwords. Use a four- or five- word phrase phrase plus a few digits. It's easier to type a long phrase of English than a short mish-mosh of characters, and equally secure,
Your password will be changed and you will return to the previous screen. You might logout immediately and test your new password, to be sure you understood the process and verify it has been updated.
Renew your membership
·Sign into https://ebiz.barbershop.org with your User ID (your member number) and Password from Members Only.
·Once signed in, click on RENEW MEMBERSHIP at the top of the page, and then Renew all memberships.
·On the payment page, Enter the pertinent info for any of the 4 major credit cards and Expiration date of card.
·You may not receive a confirmation page, but you will receive a receipt page you can print out for your records.
Update your records
On the main navbar, go to My Records and choose "Change Address / Info."
Edit your user profile to manage core contact info.
- You can now store a cell phone number
- Store two addresses, and choose which is to be the Preferred Address. Future releases will expand addressing available, snowbird date setting, etc.
- Choose what people call you. If your name is John Robert Smith but want to be called, just set the Preferred Name to Nick Name, and you'll show up as Bob in address labels, rosters, etc.
- Store additional email addresses for future uses.
Add topics of interests, skills, and expertise
Look under "My Records | Skills / Interests" to record areas of interest in barbershop hobby, useful skills for advancing the hobby, and career background.
- Click the [+] to pop-down sub-selections. Click any boxes that apply
- Want to sing in a quartet? Want to direct a chorus? Check these boxes and we'll assist others in locating you.
Explore your chapters
My Chapter Roles
First stop under My Memberships | My Chapters is My Chapter Roles, which lists all current chapter offices and roles (including "Chapter Member".) Note that the end date for each office/role is listed here.
Chapter management screen
Clicking the Chapter hyperlink in the first column opens up the Chapter Management screen. For most chapter officers this will include links for
- MEETINGS – Click to edit meeting night and time
- EDIT CHAPTER – Click to edit chapter meeting location
- OFFICERS – Click to view officers. Chapter officers may edit or add additional officers
- DOWNLOAD DATA – Download rosters in Excel or Access formats
- A QUICK ROSTER OF CHAPTER MEMBERS follows. Use it to access an update contact details for other members of he chapter
Chapter Officers screen
By default, the Chapter Officers screen shows only current officers:
CLICKING THE REMOVE CHECK BOX in the last column resets the Chapter Role End Date to yesterday, and drops the officer from the Current view.
You can use the drop-down selector (circled) to choose:
- PAST for terms that have expired (StartDate < today AND EndDate > today)
- FUTURE for terms starting today or in the future, (StartDate > today AND EndDate > today). This is handy when checking your data entry work on new chapter officers.
- ALL to see all entries.
Notice that the BHS Dues Paid Thru column shows red for Expiration dates in the past, and flags members reported as deceased.
Reporting chapter officers for the coming year
Current chapter officers can add officers for the coming year. Enter the PersonID of the officer-to-be, select a role from the drop-down box, and enter the Start and End Dates for the office term.
After adding an office role for the future, you can check your work using the FUTURE selector.
Download chapter rosters
You can reach the Download Rosters page either through the chapter page, or from the "My Memberships" menu. The page will display all rosters you have permission to download, and offer links to download as a Microsoft Excel or Microsoft Access format. File.
A few notes:
- Note that this can take a few minutes to generate and prepare for download. Please only click once.
- Rosters are in a "new format" with new columns of data now available in Aptify.
- Note that deceased members are included. Date deceased is listed as "Important Date #1"
- TO TOP
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