How do I update my payment method? Open

To update the payment method for your annual or monthly access subscription, click the link below, or copy and paste…

To update the payment method for your annual or monthly access subscription, click the link below, or copy and paste it into your browser's URL.

https://billing.stripe.com/p/login/aEU2c2dR948qfT28ww

Do you have the option to allow the member to cover the payment processing fees with their donation, gift, or tithe like some other software that is out there does? Open

We sure do. When creating your online giving form, you'll have a plethora of settings available, one being to allow…

We sure do. When creating your online giving form, you'll have a plethora of settings available, one being to allow the donor to cover the Stripe payment processing fee.

Using HarmonyFlo® you can easily create schedules based off of dynamic member preferences, including honoring their blackout dates. You can also insert a schedule header and footer, and when pubslishing, create a .pdf to send out. This can also be linked into your main shared calendar so that when someone views say this coming Sunday, they'll see the attached schedule. Sure is a great way to replace your weekly bulletin / schedule process.

Are we able to import our membership contact data from other systems? Open

CustomerHarmony ChMS has a member import tool with custom profile field mapping allowing you to import pretty much anything you'd…

CustomerHarmony ChMS has a member import tool with custom profile field mapping allowing you to import pretty much anything you'd like. We'll be glad to assist you along the way too if you need more help.

Do you have the option to allow the member to cover the payment processing fees with their donation, gift, or tithe like some other software that is out there does? Open

We sure do. When creating your online giving form, you'll have a plethora of settings available, one being to allow…

We sure do. When creating your online giving form, you'll have a plethora of settings available, one being to allow the donor to cover the Stripe payment processing fee.

Using HarmonyFlo® you can easily create schedules based off of dynamic member preferences, including honoring their blackout dates. You can also insert a schedule header and footer, and when pubslishing, create a .pdf to send out. This can also be linked into your main shared calendar so that when someone views say this coming Sunday, they'll see the attached schedule. Sure is a great way to replace your weekly bulletin / schedule process.

Are we able to import our membership contact data from other systems? Open

CustomerHarmony ChMS has a member import tool with custom profile field mapping allowing you to import pretty much anything you'd…

CustomerHarmony ChMS has a member import tool with custom profile field mapping allowing you to import pretty much anything you'd like. We'll be glad to assist you along the way too if you need more help.

I see you offer a Subscribe Now. Is this a free trial and if so how does it work? Open

Pretty simple. You'll sign up for an account, and we'll be in touch asap with your login credentials to get…

Pretty simple. You'll sign up for an account, and we'll be in touch asap with your login credentials to get started. During this time we'll help "move you in". We want to ensure you're setup for success so we'll be hand holding you a bit during this time.

We've already seen our competitiors try to match functionality within weeks of us posting announcements about our innovations, so we want to be sure accounts that are created are legit interested congregations and not competitors. Because of this, we do go ahead and charge you for your access fee as it helps weed out the spammers and those that just want to match us automatically. We've also found that congregations who jump on board are ready to start using the system within days and not weeks. Therefore, no reason to limit anything or put you in a 'trial mode'.

We're confident in our system and our support, however, if you decide during your first month that you are not satisifed with our system, we'll refund the monthly or yearly access fee you paid. If you took avantage of the 5% savings by paying yearly, we'll still refund that. We may ask you a few questions just to better our system or processes, but we won't try to sales dance with you, offer you lower costs, etc. 

You'll still be responsible for any charges incurred beyond the access fee for the a la carte items (texting, mass mail, and Stripe payment processing). Those charges, if applicable, will be deducted from your access fee paid amount and if you have a credit, it will be refunded to you. If you still have a balance, an invoice will be generated and sent to you.

Again, our hope is the system works so well and that our partnership will be so strong, we'll be together for years to come!

How do we get billed? We sure do not want any surprise fees... Open

Your $49 monthly access fee is setup as a monthly or yearly recurring charge with Stripe when you create your…

Your $49 monthly access fee is setup as a monthly or yearly recurring charge with Stripe when you create your account with us. This ensures your account, and most importantly, your members have ongoing access to maintain engagement and communicate. 

For the additional a la carte charges incurred from the prior month's actual usage (mass mailing, texting, and payment processing), an invoice will be issued at your monthly reset cycle day (when we reset your counters) and are due on receipt. You can monitor your a la carte usage and adjust settings at anytime within your account settings.

What's the cost to use CustomerHarmony's Online Giving? Open

CustomerHarmony only charges 30¢ / transaction for any payments processed on our plaform. This gives you access to powerful reporting,…

CustomerHarmony only charges 30¢ / transaction for any payments processed on our plaform. This gives you access to powerful reporting, batch management to work with in person and online gifts, donor management, tax reciepts and tax statements, and more. Stripe non-profit payment processing rates still apply. As of August 2022, Stripe rates are just 0.8% for ACH Debit and 2.2% + 30¢ / transaction for major credit and debit cards, excluding AMEX.

Can I see CustomerHarmony ChMS in action before purchasing? Open

Of course! In fact, we encourage it. Please schedule a time to get a demo and talk with our sales…

Of course! In fact, we encourage it. Please schedule a time to get a demo and talk with our sales team to ensure you have all the questions answered you may have.

Can I embed an event registration form on my WordPress, Joomla, or custom website? Open

Yes you sure can. After you create your event registration form and click save, you are able to choose an…
Yes you sure can. After you create your event registration form and click save, you are able to choose an option called 'Publish & Share'. This will allow you to share the event regsistration form in several ways. 1.) You can embed the form right on your website. Be sure that you have your allowable URLS set to the domain(s) you will be embedding yoru form on. 2.) You can link to the form directly via sharing a link or QR code. Be sure your sharing settings allow for open sharing. 3.) Or alternativley, anyone can access your form within CustomerHarmony by clicking on the 'Event Registrations' left menu item. 4.) You can always turn your form on and off for sharing within sharing options.