Overview

Welcome to the ChamberForge documentation (version 4.0). ChamberForge helps referral groups, chambers of commerce and business associations track the referrals, 1-to-1s, guests, meetings and revenue their members generate.

• Getting Started
• Finding Your Way Around
• Documentation

Getting Started

• What's New in 4.0: the features added since the previous documentation
• Organizer's Guide: set up a group and get it running
• User's Guide: your first steps as a member

Finding Your Way Around

Top header

• Feed: your home page with activity from your groups
• Groups
• Magnifying glass: search your referrals and contacts
• Bell: notifications
• Envelope: messages
• + (Create): Send Referral, Record referral received, Record 1-to-1, Add Guest, Add Guest Attendance and Invite to ChamberForge
• Your picture (account menu):
  • My Account
  • Messages
  • Notifications
  • Create Group
  • Create Organization
  • Submit a Ticket
  • Switching between accounts

Left menu

• Your name and profile link
• Your coffees
• Feed
• Calendar, Referrals, Revenues, 1-to-1s, Contacts, My Network and Reports
• Your groups and organizations. Click one to open its own menu.

The Blog is linked at the bottom of every page. The Discussion Board is linked at the bottom of every page.

Documentation

Your account

• My Account and Profile
• Sign-in and Security
• Notifications

Everyday use

• Feed
• Referrals
• Revenue and Business Closed
• 1-to-1s
• Coffee
• My Network and Messages
• Discussion Board and Blog

Groups and organizations

• Groups
• Members
• Meetings and Calendar
• Guests
• Files
• Reporting
• Organizations

Billing

• Plans and Billing
• Membership Dues

Help

• Help and Support
• API