| 1 | |  | PRE-GO LIVE |
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| 2 | | | Register for Billhighway Training Session |
| 08/17/23 | https://billhighway.zoom.us/webinar/register/WN_c8zgFbTjSuGkA1RJu4_UEw
https://billhighway.zoom.us/webinar/register/WN_HEO7qLZFSvGxREtqT7IfIg | August 16th 1pm ET or August 17th 4pm ET |
| 3 | | | Register for Memberplanet EventsTraining Session |
| 08/23/23 | https://billhighway.zoom.us/webinar/register/WN_Wsq8hYcwSWiZTaOY6T0TmQ | August 24th 4pm ET |
| 4 | | | Submit questions and topics you would like to review during the training session |
| 08/16/23 | Training Q&A Submission Form | |
| 5 | | | WEEK OF GO-LIVE |
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| 6 | | | Activate and login to your Billhighway account |
| Week 1 | Activate Your Billhighway Account | |
| 7 | | | Attend Billhighway training session |
| Week 1 | | The training session will be recorded and linked onto the Training Resource Center |
| 8 | | | Review recorded training videos and Billhighway Resource Center |
| Week 1 | Training Resource Center | |
| 9 | | | Update Contact Information for your group within Billhighway |
| Week 1 | Primary Contact Info | This is needed in order to receive notifications for funds coming into your chapter/region |
| 10 | | | Create an initial transfer of $100-$500 from your local bank account |
| Week 1 | Transfer Funds | Navigate to Other Tools > Transfer Funds > Select 'Local Bank Account' as 'Transfer From Account' |
| 11 | | | Download the Billhighway Anywhere App |
| Week 1 | https://apps.apple.com/us/app/anywhere-by-billhighway/id1550942743
https://play.google.com/store/apps/details?id=com.billhighway.anywhere | Download the Billhighway Anywhere App from the Apple App Store or Google Play Store and log in. You'll be able to deposit checks without an Anywhere card reader device. However, if you want to accept card payment via Anywhere, you'll need to order a card reader. |
| 12 | | | Review your dues disbursement from CSI National |
| Week 1 | | Look for an email confirmation to your group's primary contact and review the deposit by navigating to Reports > Transaction Reports > Deposits
*Note: In order to receive the email notification you must update your chapter/region's primary contact info. See above. |
| 13 | | | Order your Billhighway Materials (as needed) |
| Week 1 | | Deadline to order for reimbursement- end of July
CSI National will be reimbursing your chapter/region for initial startup fees (Up to $280) for the below.
Reimbursement will be made in August. |
| 14 | | Week 1 | Order Your Prepaid Card | Navigate to > Cash Out > Prepaid Card > Order Card |
| 15 | | Week 1 | Order Check Stock | Navigate to > Cash Out > Checks > Order Checks |
| 16 | | Week 1 | Order Your Anywhere Device | Navigate to > Cash In > Order an Anywhere Device |
| 17 | | | POST GO-LIVE |
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| 18 | | | Activate and login to your Memberplanet account |
| Week 2 | | |
| 19 | | | Attend Memberplanet training session |
| Week 2 | | |
| 20 | | | Begin using MemberPlanet Events platform |
| Week 3 | | |
| 21 | | | Enter 2023 fiscal year budget into Billhighway |
| Week 3 | Enter Your Budget | |
| 22 | | | Fund your Billhighway account by creating a transfer |
| Month 2 | Funding Your Account | Navigate to Other Tools > Transfer Funds > Select 'Local Bank Account' as 'Transfer From Account'
Be sure to leave a balance in your local bank account to cover any pending or uncleared transactions. |
| 23 | | | All group finances and transactions are initiated and managed in Billhighway |
| Month 2 | | |
| 24 | | | Ensure all checks and transactions from your local bank account have cleared and transfer remaining funds into Billhighway |
| Month 2 | | |
| 25 | | | (Optional) Close your local bank account |
| Month 3 | | Prior to closing your bank account, it is important to request copies of all financial statements through the fiscal year end. |
| 26 | | As Needed | | If you ever have feedback for Billhighway, you can share it here: https://app.smartsheet.com/b/form/aed47f7f4c9c40f39f453ff85e9c7679 |