Member’s Portal – How To

We have now invited all of our members to join the new portal. If you have not yet received an email regarding your login please contact Lisa Thompson at the Dufferin Board of Trade by email at [email protected] or by phone at 519-941-0490 ext: 209.

Having Difficulties with the new Portal? Click on one of the following links to help answer your question.

 

How do I pay my Bills?

In order to pay a bill it should appear on your home tab as an account balance. Click “Pay” on the bill and you will then be presented with a list of your current bills.

If your home page does not show your account balance, click on the general tab “Settings” at the top of your screen. Once there, look to the tabs on the left side of your screen and at the bottom will be a tab called “Billing”. Once you click this tab a dropdown menu of a few options will appear, from here click “Make A Payment”.

Select the bills you wish to pay by clicking the checkbox towards the left side of each row, once all are selected that you wish to pay, click “Continue”. Next click the “Checkout” box which will bring up a page to enter your credit card information. Once filled out, click “Checkout” and you have paid your outstanding bills.

 

1.  Click Settings

2.  Click Pay

3. Click Billing

4. Click Make a Payment

5. Select the Desired Invoices and Click Continue

6. Click Checkout

7. Fill out Credit Card Information and Click Checkout

 

How do I Register for an Event?

To register for an event, go the the “Events” general tab at the top your screen. Once there, search for an event you wish to register for by sorting the events by date, category, name, or simply scroll until you see the event that you wish to register. On your desired event, click “Register Now” and you will be presented with event registration information. From here fill out your first and last name, company, and email. If you wish to add multiple attendees you can do so by clicking “Add Attendee” and enter the information for each additional attendee. Once all attendees are entered, click “Next”. You will then need to enter contact information and pay any fees associated with the event, if any fees exist they will be listed at the bottom of your screen. Once completed, click “Next” and you have registered for your desired event.

 

1. Click Events

2. Click Register Now

3. Click Add Attendee

4. Click Next

5. Click Next

6. Click Next

 

How do I Create an Event?

Dufferin Board of Trade members and select community organizations can create events that will be publicly promoted by the Dufferin Board of Trade.

In order to create an event go to the “Events” general tab at the top of your screen. From there click “Add Event”, if this button is not there please contact us for help. In the “Add Event” screen you will then be asked to fill out all necessary information regarding your event such as the title, start date, end date, details, location, time schedule, fees, whether it is a public event or just open to members, and finally photos, videos and a map location, if desired, for the event. After all information is entered, scroll to the bottom of the screen and click “Submit for Approval”. If you are not yet ready to submit, you may click on “Save as draft” and come back to it later.

Our team will then approve your event and start promoting it across our networks.

 

1. Click Events
2. Click Add Event
3. Fill Out Information
4. Click Submit for Approval

 

How to Create Deals?

Deals are discounts and promotional events open to the public which are posted on the Dufferin Board of Trade’s website under Deals along with being promoted on our social media networks.

To create a Deal, first go to the “Home” General tab at the top of your screen. Once there, look to the tabs on the left hand side of your screen for the tab named “Deals” and click it. Next click the blue button called “Add Deal” towards the upper right hand side of your screen. You will then be asked to fill out all the information related to your Deal such as title, tagline, category and description. Once you have filled all the sections click “Submit for Approval” and you have submitted your Deal. If you are not yet ready to submit, you may click on “Save as Draft” and come back to it later.

 

1. Click Home

2. Click Deals

3. Click Add Deal

4. Fill Out Information

5. Click Submit for Approval

 

How to create Member to Member Deals?

Member to Member Deals are discounts and promotional events open only to members of the Dufferin Board of Trade, not the public.

To create a Member to Member Deal first go to the “Home” General tab at the top of your screen. Once there, look to the tabs on the left hand side of your screen for the tab named “Member to Member Deals” and click it. Next click the blue button called “Add Member to Member Deal” towards the upper right hand side of your screen. You will then be asked to fill out all the information related to your deal such as title, tagline, category and description. Once you have filled out all the sections click “Submit for Approval” and you have submitted your Member to Member Deal. If you are not yet ready to submit, you may click on “Save as draft” and come back to it later.

 

 

1. Click Home

2. Click Member to Member Deals

3. Click Add Member to Member Deals

4. Fill Out Information

5. Click Submit for Approval

 

How to Create News Releases?

A News Release on the the Dufferin Board of Trade’s Website is where a member organization can formally release any information to the public to be displayed online.

In order to create a News Release you must first go to the “Home” General Tab. Once there, look to the tabs on the left hand side of your screen for the tab named “News Releases” and click it. Next click the blue button called “Add News Release” towards the upper right hand side of your screen. Next fill out all the information on the page such as title, release date, description, and category. Finally, once you have filled out all the sections click “Submit for Approval” and you have submitted your News Release. If you are not yet ready to submit, you may click on “Save as draft” and come back to it later.

 

1. Click Home

2. Click News Releases

3. Click Add News Release

4. Fill Out All Information

5. Click Submit for Approval

 

How to Add a Job Posting?

A Job Posting on the Dufferin Board of Trade’s Website is where a member organization can post any jobs that they are looking to fill in their organization.

In order to create a Job Posting you must first go to the “Home” General Tab. Once there, look to the tabs on the left hand side of your screen for the tab named “Job Postings” and click it. Next click the blue button called “Add Job Posting” towards the upper right hand side of your screen. Next fill out all the information on the page such as title, description, and contact information. Once you have filled out all the sections click “Submit for Approval” and you have submitted your Job Posting. If you are not yet ready to submit, you may click on “Save as draft” and come back to it later.

 

 

1. Click Home

2. Click Job Postings

3. Click Add Job Posting

4. Fill Out All Information

5. Click Submit

 

How to Create a Request for Proposal?

In order to create a Request for proposal you must first go to the “Home” General Tab. Once there, look to the tabs on the left hand side of your screen for the tab named “Request for Proposals” and click it. Next click the blue button called “Add RFP” towards the upper right hand side of your screen. Next fill out all the information on the page such as title, start date, end date, due date, budget and other, then complete the reCAPTCHA and click submit for approval.

1. Click Home
2 Click Request for Proposals
3. Click Add RFP
4. Fill Out All Information
5. Do CAPTCHA Check and Click Submit for Approval

 

Description of General Tabs

Home – The general tab of Home is a centralized location where you can view a lot of crucial information such as upcoming events and bills as well as access all other sections of the website in order to view, manage, and update everything pertaining to your organization.

Directory – The Directory is a section of the website where you can view contact information and locations of all member organizations as well as read a brief description about each member.

Events – The Events section is where you can view all events attended, registered for and posted by other member organizations in the Dufferin Board of Trade. You can also add and manage events of your own that you want to visible to the public or just to other member organizations.

Resources – In the Resources tab you can access a variety of useful information for members to see.

Reports – In the Reports section you can access several different statistics regarding the performance of your organization with regards to the Dufferin Board of Trade’s website.

News – The News tab contains all up to date news on Deals, News Releases, Job Posting, and other important information. From this tab you can also access each individual section in order to create things such as your own Deals.

Settings – Finally in Settings you can view all information pertaining to your profile on the website. This includes Organization info, Website info, MapPin info and Photos and Logos. In this section you can update and add all information that you want to be displayed on the website.