A club list that keeps its own statuses, and the givers CMS says belong in it.
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Monthly givers are the heart of your budget, and many organizations call them the Chai Club. Under Credit Card Charges, the Manage Recurring Givers tab keeps your whole club in one place. Each member is listed with their amount, how often they give, their last donation, and their total for the last twelve months. The status updates by itself, from the cards that are really charged. Active means they're on track. At Risk means a payment is overdue, and Inactive means the gifts have stopped. Not Yet Charged means the first gift hasn't come in. The gear opens the settings. Name the program anything you like, choose which subcategories count as club gifts, and decide how late a payment can be before a member turns At Risk, or Inactive. CMS also finds monthly givers who aren't in the club yet. The banner counts the families giving in Chai Club subcategories who aren't enrolled. Click Review. For each one, CMS suggests a start date, an amount and a period, from the gifts they've already made. Click Enroll. The enrollment is filled in for you. Click Save. Benny Cohen is in the club, and already Active, because his card was charged this week. To add a new member, click Enroll Family, and start typing the family name. Enter the amount: thirty-six dollars, a double chai, every month, starting today. This family already has a monthly bill on their card, so CMS will track it, and won't create a second one. For a family without one, CMS offers to set up the monthly bill for you. Click Save. The Feldmans are enrolled. Their first gift hasn't been charged yet, so they show Not Yet Charged. Their first payment is due today. On Scheduled Charges, find the family, check just their row, and click Charge Cards. Confirm, and the card is charged. Back on the club list, the Feldmans are now Active. Every monthly charge keeps them on track, with no extra work for you. The menu on each member lets you edit the enrollment, or see its history: every change, with the date it happened. When someone leaves the club, choose End. Pick the date and the reason, like Voluntary, and click End Enrollment. They're marked Ended, and their history is kept. On the dashboard, the Chai Club row shows how many members are Active, and how many need attention. The daily CMS Today email sends the same summary every morning. The Chai Club keeps your monthly givers in one list, with statuses that update themselves from real charges, and suggestions for givers who belong in it.