Onboarding Overview: How to Get Started with Chorus Connection

Here's what it takes to set up your Chorus Connection account and get it ready to roll out to your membership.

Account Setup Process

1. Upgrade to a paid subscription.

2. Schedule your first onboarding phone call with our Customer Success team.

3. Compile your existing member data into a spreadsheet.

4. Fill in content around the site. (calendar, music, dashboard, etc.).

5. Let your members know that they will receive an invitation soon.

6. Import or enter your members.

7. Organize members into special groups and add singers to rosters.

Upgrade to a paid subscription.

Once you're logged in to Chorus Connection, visit the Manage>Billing page. Decide on the number of users you'll need. Choose Monthly or Annual billing. Enter your payment details and submit.

Schedule your first onboarding phone call with our Customer Success team.

During this phone call, we'll help you translate your chorus into the Chorus Connection platform. You don't have to do any part of this alone!

Together, we will configure the core parts of the system like Permissions, Statuses, Sections, Groups, and Concerts. We will also review other features like importing members, collecting online payments, the calendar, music/file storage, attendance, and more.

At the end of your first onboarding call, you'll have a clear picture of your remaining setup steps before you roll out Chorus Connection to your membership.

Compile your existing member data into a spreadsheet.

If your chorus has more than 25 members, you'll likely want to import your existing member data into Chorus Connection. The import process is very straightforward. You will use a basic template to create a spreadsheet with columns that represent member profile data fields. If you have this information in electronic format, it will likely be a simple matter of copying and pasting information into the correct columns. Easy peasy!

Fill in content around the site.

Before you invite your members to start looking around Chorus Connection, you'll want to make sure there's useful content in each of the areas your members will use.

• Enter calendar events for several months.
• Upload a sampling of music files for your members to access.
• Create Custom Fields for any special member profile information you want to store.
• Customize the Dashboard with a welcoming message and other quick-reference information.
• Set up the Store to collect member payments for things like dues, tuition, attire, merchandise, and fees.

Let your members know that they will receive an invitation soon.

One or two days before you're ready to roll out to your membership, send everyone a message to let them know that they're about to receive an email invitation to set up their Chorus Connection account. That's when they'll create their password and finish setting up their profile.

Import or enter your members.

As soon as you add a member manually or as soon as your import file has been uploaded and processed, the system will send an automated email invitation to everyone you entered. Usually, within minutes, you'll see your choristers begin to log in and set up their profiles.

Organize members into special groups and add singers to rosters.

Once everyone has been entered into the system, you can then assign them to Groups (for things like committees or small ensembles) and Attendance Rosters.