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What is ChilliDB ChilliDB is a flexible user friendly Client Management System which can be customised to your own individual business model. ChilliDB morphs into your own system, tailored especially for you, by you or with the support from friendly Polymorphic Solutions Staff, making it easily adopted by your staff. FREE DEMO TRY FOR FREE What does ChilliDB do? We tailor to those that need it the most ChilliDB unites all the functionality that NFP, community and health organisations need. We contain all your contact, event, marketing. cases and more into one user-friendly software. With ChilliDB, you can focus on what's important right now: getting back to delivering exceptional customer experiences. Why ChilliDB What does ChilliDB do? Allow contracts to be managed for organisations and their representatives, with workflow ability enabling staff to track the progress of contract deliverables throughout a Contracts’ lifecycle. LEARN MORE ABOUT CONTACT MANAGEMENT ChilliDB Events are ideal for managing your training, workshops and events. LEARN MORE ABOUT EVENT MANAGEMENT Case Management Software for Building Stronger Cases. Providing a framework to follow, backed up with Notifications to ensure that you are always on track of your business. LEARN MORE ABOUT CASE MANAGEMENT ChilliDB Membership centralises your membership management, leveraging the whole of ChilliDB to support you in your day to day business. LEARN MORE ABOUT MEMBERSHIP MANAGEMENT What do we do for people? Our software helps NFP, Community and health organisations create better lives for others. When you join ChilliDB, you’re not just owning a Client Management software; you’re joining an inclusive community of other oraganisations just like yourself. READ OUR CUSTOMER SUCCESS STORIES Want to learn more about ChilliDB? Contact us Call us at 1300 65 72 43, email us at info@chillidb.com or let us call you back. REQUEST A CALL Free Demonstration Get an free 30 min one on one demonstration to find out what ChilliDB can do for your business. FREE DEMONSTRATION Get started now Try ChilliDB free for 30 days - no credit card required, no software to install. TRY FOR FREE

By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Donor Relationship management Case Management Client Management Event Management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Training Webinars Help Desk Demonstation Videos Articles New User System Status New User Start up Packages Get started with ChilliDB Messaging Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. r Create email template(s) r Send message to a ChilliDB contact Use ChilliDB Outlook add-in to import details into ChilliDB r r Set-up distribution lists Link to Mailchimp r Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

Membership Management ChilliDB Membership centralises your membership management, leveraging the whole of ChilliDB to support you in your day to day business . By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Membership Management Our membership module allows you to segment your clients by creating customised membership packages. Maintain these memberships easily and set up custom fields such as payment details and category information. Use advanced search and search to filter through memberships. FREE DEMO TRY FOR FREE Reference Data Setup Use the Reference Data to check for the Membership module. Easily keep track of current members through our automatic membership cancellation. Avoid the need to cancel overdue members manually. In order to take advantage of this feature ensure your membership are tracking renewal dates. Annual Processing Create your membership packages for the year ahead through annual processing. Save time by importing your members (Prospects, Members and Cancelled Members) from one or more existing Membership Packages. Create A Membership Package Create a membership structure for contact or organisation Automatically generate and maintain distribution lists for electronic communication containing your members and prospects. Track renewal dates Use Member No. Settings can be used to generate member numbers with prefixes, suffixes, or padding. Manage Membership Packages and Members You can manage your membership packages and your Prospects, Members and Cancelled Members Add contacts to your membership package to create members Manage members and record information about their payments Toggle the Members’ status, or to alter other information about that member’s membership. Expire a member and remove them from a package completely. Accurate Member Information Members can register for events and update their details without requiring staff involvement. ChilliDB’s securely stores conversations, documents, emails and more centrally. Quick Access to Information Quickly retrieve details, participation and interaction history for any member to form an accurate view of their level of involvement with you. Improve Industry Engagement Through extensive mail list management tools, online surveys and event management. Store historical data and combine your organisation’s collective knowledge into one database. Measure the Performance Measure the Performance of your organisation quickly and unobtrusively, gain a holistic view of your entire organisation’s activities with ChilliDB’s reporting suite. You can monitor activities, collect statistics and see emerging trends as they occur. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO Features

ZUMBA - JOANNE GREEN STUDIO 2 TUE. AT 7:00 PM BALLET - KAREN KING STUDIO 1 TUE. AT 6:00 PM HIP HOP - RON JAKE STUDIO 2 TUE. AT 5:00 PM JAZZ - ACE SILVERSTEIN STUDIO 1 TUE. AT 4:30 PM

Event Management with ChilliDB ChilliDB Events are ideal for managing your training, workshops and events. As many events don't require sessions you can now create events without sessions, keeping the interface clearer and easier to use! By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Event Management has become even easier! ChilliDB will also facilitate your event registration, planning and delivery processes by managing event preparation, venue information and scheduling, logistics, speakers and program content preparation, and keep on top of event day activities with custom name tags, sign in sheets and certificates. FREE DEMO TRY FOR FREE Supports Continuing Professional Development (CPD) ChilliDB Events supports Continuing Professional Development (CPD) by allowing you to track point entitlements per session identifying who attended, cancelled, or didn't attend on the day. Maintaining accurate data and allowing you to report that information to the participants or their professional bodies. Receive Reporting Extracts ChilliDB provides report extracts enabling direct uploads into the National Prescribing Services (NPS) reporting system. Integrate With ChilliDB Web Controls Publish your Events listing and calendars onto your website using ChilliDB Web Controls enabling Event Registrations directly into ChilliDB. Set-up Web Controls in minutes Automate data entry and back office administration Customise data captured Send LIVE updates to the ChilliDB database Match the style and formatting of the Web Controls to your website. Explore each of the Web Controls and bring the power of ChilliDB to your Website simply and efficiently. If you would like to access the other Web Controls or find out more, contact sales@chillidb.com . VIEW OUR DEMO SITE Benefits Create Events Create events and add your own custom fields to ensure you collect the right data for your events. Advanced Search Use Advance Search to create filters and save previous searches. Events List View events in a list format. Each list item includes the venue, description and a link to register and for more information. Certificates Create certificates for events participation and completion in our report module. Name Tags Create custom name tags for your event attendees through our report module. Search Events Search Events to quickly find the correct one. Search by fields or through the full list. Events Calendar View your Events visually through the event calendar. Configuration Save event certificate message templates and event certificate reports through the configuration feature. Event Surveys Create surveys for your events to receive feedback or collect relevant information about event attendees Attendee Signatory Sheet Create a sign-in sheet for attendees for an event session through the report module. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

CONTACT US Discover How ChilliDB Can Help Your Organisation Find out more about ChilliDB and how we can fit your CRM requirements by speaking to someone from our sales team. After we receive your request, we will contact you shortly to organise a time and day for you consultation call. Contract Management Web Controls Membership Management Event Management Client Management And More... Polymorphic Solutions Address: Level 13, 97 Creek St Brisbane, QLD, 4000 Email: info@chillidb.com Telephone: 1300 65 72 43 KEEP UP TO DATE Subscribe to ChilliDB News and keep up to date with our latest releases and new features. EXPLORE CHILLIDB NEWS NEED SUPPORT? Help Desk and Help Centre are available through the Support menu. You can also email the Help Desk at: helpdesk@chillidb.com VISIT THE HELP DESK

ARTICLES By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us

Introducing ChilliDB's Powerful New Dashboard We're excited to announce the launch of ChilliDB's powerful new dashboard, meticulously designed to streamline your data management and save you invaluable time. TRY CHILLIDB FOR FREE Experience Seamless Data Management Like Never B efore Discover a fresh, modern interface that places all your critical data right at your fingertips. Say goodbye to tedious navigation and embrace swift, data-driven decision-making. Our dashboard's intuitive vis ualis ation s and revamped panels are set to revolutionize the way you engage with your data. TRY CHILLIDB FOR FREE FEATURES User-friendly software with powerful features. New Visual isation Options Unlock the power of data with our new visualis ation graphs! From bar charts to column charts, donuts to gau ges, and line charts to pie charts, we've got it all. Dive deep into insights with our radar, scatter charts, and intuitive tally displays. These tools not only make data interpretation seamless but also enhance decision-making, foster collaboration, and drive business growth Maximise Efficiency Every feature is tailored to streamline your workflow: from real-time form submission tracking to a consolidated view of members and event countdowns, donation tracking and more. Dive into enriched client metrics that offer a deeper understanding of your interactions. The ChilliDB Dashboard isn't just a tool—it's your strategic advantage in making impactful decisions. User friendly With intuitive layouts, pre set visualisations, clear graph design, and responsive load times, users can navigate with ease, reducing the learning curve and enhancing productivity. Whether you're a seasoned ChilliDB veteran or a newcomer, the dashboard is crafted to cater to all proficiency levels, making data management feel like second nature. Dive in and experience simplicity at its finest. Customised Visualisation Easily make visualis ations that show what's important to you. Use our data mining tools to dig into your data and find the information you care about. Whether you want to see specific trends, track certain numbers, or just get a better look at your data, our platform has you covered. You decide what you want to see, and our tools help you make it happen. Turn your data into clear visuals that help you make smart decisions.. Transform Your Data Interaction With features tailored to provide clarity and ease, the new ChilliDB dashboard is more than just an upgrade; it's a complete transformation in how you view and interact with your data. Stay Ahead with ChilliDB Our commitment remains unwavering: to offer tools that make data management and analysis straightforward and effective. With the new ChilliDB Dashboard, we're not just meeting but exceeding that promise. Start your free 30 day trial. No card required. Essential $26 / User / Month* Premium $41 / User / Month* Enterprise Call us for a quote Includes an exclusive user license. Includes unlimited members and contacts (within reason) Suitable for small groups and start ups. TRY FOR FREE Offers an exclusive user license. Includes unlimited members and contacts (within reason) Exclusive features including web controls, Outlook plugin and more Suitable for all organisations. TRY FOR FREE Supports more users for less cost. Includes unlimited members and contacts. Suitable for Government departments and large enterprises. TRY FOR FREE Stay up to date

ChilliDB Terms of Use These Terms of Use are intended to explain our obligations as a service provider and Your obligations as a customer. Please read them carefully. These Terms are binding on any use of the Service and apply to You from the time that Polymorphic Solutions provides You with access to the Service. The Service will evolve over time based on user feedback. Polymorphic Solutions reserves the right to change these terms at any time, effective upon the posting of modified terms and Polymorphic Solutions will make every effort to communicate these changes to You via email or notification via the Website. It is likely the terms of use will change over time. It is Your obligation to ensure that You have read, understood and agree to the most recent terms available on the Website. By registering to use the Service you acknowledge that You have read and understood these Terms and have the authority to act on behalf of any person for whom You are using the Service. You are deemed to have agreed to these Terms on behalf of any entity for whom you use the Service. 1. Definitions "Agreement" means these Terms of Use. "Access Fee" means the fees (excluding any taxes and duties) payable by You in accordance with the Fee Schedule. "Confidential Information" includes all information exchanged between the parties to this Agreement, whether in writing, electronically or orally, including the Service but does not include information which is, or becomes, publicly available other than through unauthorised disclosure by the other party. "Data" means any data inputted by You or with Your authority into the Website. "Fee Schedule" means the information relating to subscriptions and billing set out on the invoice which may be updated or amended by Polymorphic Solutions from time to time. "Intellectual Property Right" means any patent, trade mark, service mark, copyright, moral right, right in a design, know-how and any other intellectual or industrial property rights, anywhere in the world whether or not registered. "Service" means the ChilliDB services made available (as may be changed or updated from time to time by Polymorphic Solutions) via the Website. "Website" means the Internet site at the domain chillidb.com or any other site operated by Polymorphic Solutions. "Polymorphic Solutions" means Polymorphic Solutions Pty Ltd. A registration Australian company. "Invited User" means any person or entity, other than the Subscriber, that uses the Service with the authorisation of the Subscriber from time to time. "Subscriber" means the person who registers to use the Service, and, where the context permits, includes any entity on whose behalf that person registers to use the Service. "You" means the Subscriber, and where the context permits, an Invited User. "Your" has a corresponding meaning. 2. Use of Software Polymorphic Solutions grants You the right to access and use the Service via the Website with the particular user roles available to You according to Your subscription type. This right is non-exclusive, non-transferable, and limited by and subject to this Agreement. You acknowledge and agree that, subject to any applicable written agreement between the Subscriber and the Invited Users, or any other applicable laws: the Subscriber determines who is an Invited User and what level of user role access to the relevant organization and Service that Invited User has; the Subscriber is responsible for all Invited Users’ use of the Service; the Subscriber controls each Invited User’s level of access to the relevant organization and Service at all times and can revoke or change an Invited User’s access, or level of access, at any time and for any reason, in which case that person or entity will cease to be an Invited User or shall have that different level of access, as the case may be; if there is any dispute between a Subscriber and an Invited User regarding access to any organization or Service, the Subscriber shall decide what access or level of access to the relevant Data or Service that Invited User shall have, if any. you may operate, at one time, only the licensed users that you hold licenses for. You must purchase additional users licenses if you need to support more users. You must not share your login credentials with other people. 3. Intellectual Property 1. General: Title to, and all Intellectual Property Rights in the Services, the Website and any documentation relating to the Services remain the property of Polymorphic Solutions (or its licensors). 2. Ownership of Data: Title to, and all Intellectual Property Rights in, the Data you enter or import remains Your property. However, Your access to the Data is contingent on full payment of the Polymorphic Solutions Access Fee when due. You grant Polymorphic Solutions a licence to use, copy, transmit, store, and back-up Your information and Data for the purposes of enabling You to access and use the Services and for any other purpose related to provision of services to You. 3. Backup of Data: You must maintain copies of all Data inputted into the Service. Polymorphic Solutions adheres to its best practice policies and procedures to prevent data loss, including a daily system data back-up regime, but does not make any guarantees that there will be no loss of Data. Polymorphic Solutions expressly excludes liability for any loss of Data no matter how caused. 4. Third-party applications and your Data. If You enable third-party applications for use in conjunction with the Services, You acknowledge that Polymorphic Solutions may allow the providers of those third-party applications to access Your Data as required for the interoperation of such third-party applications with the Services. Polymorphic Solutions shall not be responsible for any disclosure, modification or deletion of Your Data resulting from any such access by third-party application providers. 4. Confidentiality and Privacy 1. Confidentiality: Unless the relevant party has the prior written consent of the other or unless required to do so by law: 1. Each party will preserve the confidentiality of all Confidential Information of the other obtained in connection with these Terms. Neither party will, without the prior written consent of the other, disclose or make any Confidential Information available to any person, or use the same for its own benefit, other than as contemplated by these Terms. 2. Each party's obligations under this clause will survive termination of these Terms. 3. The provisions of clauses 4.1.1 and 4.1.2 shall not apply to any information which: i. is or becomes public knowledge other than by a breach of this clause; ii. is received from a third party who lawfully acquired it and who is under no obligation restricting its disclosure; iii. is in the possession of the receiving party without restriction in relation to disclosure before the date of receipt from the disclosing party; or iv. is independently developed without access to the Confidential Information. 2. Privacy: Polymorphic Solutions maintains a privacy policy that sets out the parties’ obligations in respect of personal information. You should read that policy at www.chillidb.com/privacy/ and You will be taken to have accepted that policy when You accept these Terms. 5. Your Obligations 1. Payment obligations: An invoice for the Access Fee will be issued each month in accordance with the details set out in the Fee Schedule. Polymorphic Solutions will continue invoicing You in accordance with the Fee Schedule until this Agreement is terminated in accordance with clause 6. All ChilliDB invoices will be sent to You, or to a Billing Contact whose details are provided by You, by email. Payment of all amounts specified in an invoice must be paid in accordance with the Fee Schedule. You are responsible for payment of all taxes and duties in addition to the Access Fee. 2. Preferential pricing or discounts: You may from time to time be offered preferential pricing or discounts for the Access Fees as a result of the number of licenses you have or as a result of Your use of the Service ('Organizations'). Eligibility for such preferential pricing or discounts is conditional upon Your acceptance of responsibility for payment of any Access Fees in relation to all of Your Organizations. Without prejudice to any other rights that Polymorphic Solutions may have under these Terms or at law, Polymorphic Solutions reserves the right to render invoices for the full (non-discounted) Access Fees due or suspend or terminate Your use of the Service in respect of any or all of Your Organizations in the event that any invoices for those Access Fees are not paid in full in accordance with the requirements set out in the Fee Schedule. 3. General obligations: You must only use the Service and Website for Your own lawful internal business purposes, in accordance with these Terms and any notice sent by Polymorphic Solutions or condition posted on the Website. You may use the Service and Website on behalf of others or in order to provide services to others but if You do so you must ensure that You are authorized to do so and that all persons for whom or to whom services are provided comply with and accept all terms of this Agreement that apply to You. 4. Access conditions: 1. You must ensure that all usernames and passwords required to access the Service are kept secure and confidential. You must immediately notify Polymorphic Solutions of any unauthorized use of Your passwords or any other breach of security and Polymorphic Solutions will reset Your password and You must take all other actions that Polymorphic Solutions reasonably deems necessary to maintain or enhance the security of Polymorphic Solutions computing systems and networks and Your access to the Services. 2. As a condition of these Terms, when accessing and using the Services, You must: i. not attempt to undermine the security or integrity of Polymorphic Solutions computing systems or networks or, where the Services are hosted by a third party, that third party's computing systems and networks; ii. not use, or misuse, the Services in any way which may impair the functionality of the Services or Website, or other systems used to deliver the Services or impair the ability of any other user to use the Services or Website; iii. not attempt to gain unauthorized access to any materials other than those to which You have been given express permission to access or to the computer system on which the Services are hosted; iv. not transmit, or input into the Website, any: files that may damage any other person's computing devices or software, content that may be offensive, or material or Data in violation of any law (including Data or other material protected by copyright or trade secrets which You do not have the right to use); and v. not attempt to modify, copy, adapt, reproduce, disassemble, decompile or reverse engineer any computer programs used to deliver the Services or to operate the Website except as is strictly necessary to use either of them for normal operation. 5. Usage Limitations: Use of the Service may be subject to limitations. Any such limitations will be advised. 6. Communication Conditions: As a condition of these Terms, if You use any communication tools available through the Website (such as emails and SMS), You agree only to use such communication tools for lawful and legitimate purposes. You must not use any such communication tool for posting or disseminating any material unrelated to the use of the Services, including (but not limited to): unsolicited commercial e-mail, files that may damage any other person's computing devices or software, content that may be offensive to any other users of the Services or the Website, or material in violation of any law (including material that is protected by copyright or trade secrets which You do not have the right to use). When You make any communication on the Website, You represent that You are permitted to make such communication. Polymorphic Solutions is under no obligation to ensure that the communications on the Website are legitimate or that they are related only to the use of the Services. You must exercise caution when using the communication tools available on the Website. However, Polymorphic Solutions does reserve the right to remove any communication at any time in its sole discretion. 7. Indemnity: You indemnify Polymorphic Solutions against: all claims, costs, damage and loss arising from Your breach of any of these Terms or any obligation You may have to Polymorphic Solutions, including (but not limited to) any costs relating to the recovery of any Access Fees that are due but have not been paid by You. 6. Termination 1. No-fault termination: When You first sign up for access to the Services unless otherwise agreed in writing the subscription is for a minimum period of 12 months. After the 12 months has passed the subscription becomes a monthly subscription. If You choose to discontinue the service within the first 12 months, the balance of the fees for the remaining period must be paid before the service can be terminated. These Terms will automatically continue for each period, provided You continue to pay the prescribed Access Fee in accordance with the Fee Schedule, unless either party terminates these Terms by giving at least one month’s advance written notice. If You elect to terminate these Terms by providing one month's’ advance written notice, You shall be liable to pay all relevant Access Fees up to and including the day of termination of these Terms. 2. Breach: If You: 1. breach any of these Terms and do not remedy the breach within 14 days after receiving notice of the breach if the breach is capable of being remedied; 2. breach any of these Terms and the breach is not capable of being remedied (which includes (without limitation) any breach of clause 5.1 or any payment of Access Fees that are not paid in full in accordance with the requirements set out in the Fee Schedule); or 3. You or Your business become insolvent or Your business goes into liquidation or has a receiver or manager appointed of any of its assets or if You become insolvent, or make any arrangement with Your creditors, or become subject to any similar insolvency event in any jurisdiction, Polymorphic Solutions may take any or all of the following actions, at its sole discretion: a. Terminate this Agreement and Your use of the Services and the Website; b. Suspend for any definite or indefinite period of time, Your use of the Services and the Website; c. Suspend or terminate access to all or any Data. d. Take either of the actions in sub-clauses a, b and c above in respect of any or all other persons whom You have authorized to have access to Your information or Data. For the avoidance of doubt, if payment of any invoice for Access Fees due in relation to any of Your Billing Contacts, Billing Plans or any of Your Organizations (as defined at clause 5) is not made in accordance with the requirements set out in the Fee Schedule, Polymorphic Solutions may: suspend or terminate Your use of the Service, the authority for all or any of Your Organizations to use the Service, or Your rights of access to all or any Data. 3. Accrued Rights: Termination of these Terms is without prejudice to any rights and obligations of the parties accrued up to and including the date of termination. On termination of this Agreement You will: 1. remain liable for any accrued charges and amounts which become due for payment before or after termination; and 2. immediately cease to use the Services and the Website. 4. Prepaid Subscriptions Polymorphic Solutions will not provide any refund for any remaining prepaid period for a prepaid Access Fee subscription. 5. Expiry or termination: Clauses 5.1, 5.6, 3, 4, 6, 7, 9 and 10 survive the expiry or termination of these Terms. . 7. Warranties and Acknowledgements 1. Authority: You warrant that where You have registered to use the Service on behalf of another person, You have the authority to agree to these Terms on behalf of that person and agree that by registering to use the Service You bind the person on whose behalf You act to the performance of any and all obligations that You become subject to by virtue of these Terms, without limiting Your own personal obligations under these Terms. 2. Acknowledgement: You acknowledge that: 1. You are authorized to use the Services and the Website and to access the information and Data that You input into the Website, including any information or Data input into the Website by any person you have authorized to use the Service. You are also authorized to access the processed information and Data that is made available to You through Your use of the Website and the Services (whether that information and Data is Your own or that of anyone else). 2. Polymorphic Solutions has no responsibility to any person other than You and nothing in this Agreement confers, or purports to confer, a benefit on any person other than You. If You use the Services or access the Website on behalf of or for the benefit of anyone other than yourself (whether a body corporate or otherwise) you agree that: i. You are responsible for ensuring that You have the right to do so; ii. You are responsible for authorizing any person who is given access to information or Data, and you agree that Polymorphic Solutions has no obligation to provide any person access to such information or Data without Your authorization and may refer any requests for information to You to address; and iii. You will indemnify Polymorphic Solutions against any claims or loss relating to: i. Polymorphic Solutions refusal to provide any person access to Your information or Data in accordance with these Terms, ii. Polymorphic Solutions making available information or Data to any person with Your authorization. 3. The provision of, access to, and use of, the Services is on an "as is " basis and at Your own risk. 4. Polymorphic Solutions does not warrant that the use of the Service will be uninterrupted or error free. Among other things, the operation and availability of the systems used for accessing the Service, including public telephone services, computer networks and the Internet, can be unpredictable and may from time to time interfere with or prevent access to the Services. Polymorphic Solutions is not in any way responsible for any such interference or prevention of Your access or use of the Services. 5. It is Your sole responsibility to determine that the Services meet the needs of Your business and are suitable for the purposes for which they are used. 3. No warranties: Polymorphic Solutions gives no warranty about the Services. Without limiting the foregoing, Polymorphic Solutions does not warrant that the Services will meet Your requirements or that it will be suitable for any particular purpose. To avoid doubt, all implied conditions or warranties are excluded in so far as is permitted by law, including (without limitation) warranties of merchantability, fitness for purpose, title and non-infringement. 4. Consumer guarantees: You warrant and represent that You are acquiring the right to access and use the Services for the purposes of a business and that, to the maximum extent permitted by law, any statutory consumer guarantees or legislation intended to protect non-business consumers in any jurisdiction does not apply to the supply of the Services, the Website or these Terms. 8. Support 1. Technical Problems: In the case of technical problems You must make all reasonable efforts to investigate and diagnose problems before contacting Polymorphic Solutions. If You still need technical help, by lodging the request at helpdesk.chillidb.com or emailing us at helpdesk@chillidb.com . 2. Service availability: Whilst Polymorphic Solutions intends that the Services should be available 24 hours a day, seven days a week, it is possible that on occasions the Services or Website may be unavailable to permit maintenance or other development activity to take place. If for any reason Polymorphic Solutions has to interrupt the Services for longer periods than Polymorphic Solutions would normally expect, Polymorphic Solutions will use reasonable endeavours to publish in advance details of such activity on the Website. 9. Limitation of Liability 1. To the maximum extent permitted by law, Polymorphic Solutions excludes all liability and responsibility to You (or any other person) in contract, tort (including negligence), or otherwise, for any loss (including loss of information, Data, profits and savings) or damage resulting, directly or indirectly, from any use of, or reliance on, the Service or Website. 2. If You suffer loss or damage as a result of Polymorphic Solutions negligence or failure to comply with these Terms, any claim by You against Polymorphic Solutions arising from Polymorphic Solutions negligence or failure will be limited in respect of any one incident, or series of connected incidents, to the Access Fees paid by You in the previous 12 months. 3. If You are not satisfied with the Service, Your sole and exclusive remedy is to terminate these Terms in accordance with Clause 8. 10. General 1. Entire agreement: These Terms, together with the Polymorphic Solutions Privacy Policy and the terms of any other notices or instructions given to You under these Terms of Use, supersede and extinguish all prior agreements, representations (whether oral or written), and understandings and constitute the entire agreement between You and Polymorphic Solutions relating to the Services and the other matters dealt with in these Terms. 2. Waiver: If either party waives any breach of these Terms, this will not constitute a waiver of any other breach. No waiver will be effective unless made in writing. 3. Delays: Neither party will be liable for any delay or failure in performance of its obligations under these Terms if the delay or failure is due to any cause outside its reasonable control. This clause does not apply to any obligation to pay money. 4. No Assignment: You may not assign or transfer any rights to any other person without Polymorphic Solutions prior written consent. 5. Governing law and jurisdiction: If the information or Data You are accessing using the Services and the Website is solely that of a person who is a tax resident in Australia at the time that You accept these terms then Australian law governs this Agreement and You submit to the exclusive jurisdiction of the courts of Australia for all disputes arising out of or in connection with this Agreement. 6. Severability: If any part or provision of these Terms is invalid, unenforceable or in conflict with the law, that part or provision is replaced with a provision which, as far as possible, accomplishes the original purpose of that part or provision. The remainder of this Agreement will be binding on the parties. 7. Notices: Any notice given under these Terms by either party to the other must be in writing by email and will be deemed to have been given on transmission. Notices to Polymorphic Solutions must be sent to helpdesk@chillidb.com or to any other email address notified by email to You by Polymorphic Solutions. Notices to You will be sent to the email address which You provided when setting up Your access to the Service. 8. Rights of Third Parties: A person who is not a party to these Terms has no right to benefit under or to enforce any term of these Terms.

PRODUCT SOLUTIONS COMPANY PRICING SUPPORT More PARTNERS IN RECOVERY (PIR) The ChilliDB Partners in Recovery (PIR) solution streamlines the client journey while providing Lead Agencies and Support Facilitators a flexible and comprehensive client and case management solution. This includes support for coordination level management as well as the centralised service delivery by all of the providers and agencies who are part of the care team working with your clients. ChilliDB Client and Case Management provide the perfect partnership for PIR The ChilliDB Partners in Recovery (PIR) solution is underpinned through the Case Management Module and Client Administration Module, allowing you to: Manage clients through Inquiry, Eligibility, Engagement, Assessment and Review processes to assist them with the complex needs. Financial expenditure can be managed and reviewed with support for approval processes to enable Support Facilitators to deliver the program and for Lead Agency Program Managers to track expenditure. ChilliDB supports the PIR Minimum Data Set (MDS) and reporting requirements. Access to PIR Clients, Action Plans and related program data is completed isolated within the ChilliDB module for privacy, however you can also leverage existing Provider data held in ChilliDB – all security is managed by your program managers. ChilliDB supports sending referrals to Support Facilitators who can then securely log into ChilliDB and see only the clients referred to them. ChilliDB Client Administration Module This module enables a user to define any number of types of Clients (such as a Patient or Participant on a Coordinated Trial or some other program), and build data capture forms quickly with pre-built features commonly used in care coordination programs. Forms can then be customised with custom fields to meet specific program needs. Once a client is defined and forms are built, the user can then control the security access. Client Administration includes a number of pre-defined features out of the box including support for: Carer Details Case Notes Clinical Information Consent Details Counselling Services Exit Information Details Health Assessment and Care Plan Details Interpreters Details Next Of Kin Details Action Plans Financial Expenditure ChilliDB Case Management Module ChilliDB provides full Case Management integration, which allows a Support Facilitator to assess, plan and monitor the delivery of support to the client, and adhere to milestones. The analysis of activities generated from the Case Management module will provide support for planning, reporting and system advocacy, to implement better outcomes for people with severe and persistent mental illness. Case Management Reusable templates and flexible work flow support staff during intake, assessment, action plan management and exit processes. The workflow can be updated as needed, without compromising existing service delivery or system uptime. Cases All client activities and interactions are recorded in the case. Any client or organisation can have multiple cases attached to their record. It is a complete historical record of all major changes and high level interactions. Phases and Activities The processes can be set into broad groupings (phases) and broken down to specific activity points. Individual activities can have numerous items of information added to it, be it a note, an alert, a document or email. Referrals and Allocation Support facilitators can manage their case load and pass cases to their line supervisor, or refer on those cases. Cases can be accepted, rejected and reallocated. Notifications and Alerts Alerts can be set when case milestones are reached or past due, when activities are done and statuses changed. Case Templates Enable an administrator to specify phases and activities, status and alert types and conditions. Notes and Role Based Security Allow the storage and linkage of all interactions and communications with clients and other service organisations. Notes can include file attachments also. The Notes Sensitivity function allows the Note creator to assign roles to users and restrict who sees what, particularly useful for sensitive documents. Reporting And Data Mining various data retrieval options support ad-hoc reporting and data exchange: Search screens comfortably manage standard and custom fields (dynamic data) The data mining module mines, groups, aggregates and surmises information for the user An integrated reporting engine enables custom reports base on any available criteria, for upload and circulation to other users, printing, exporting in different formats and emailing A public web based API enables integration with other products and services Custom Fields Enables a user to create any number of custom sections and fields without any custom software development. Sections and fields can be of any type (i.e. date, time, currency, drop downs), and it permits changed work flows, data fields, pre-populated data fields and data sets. How to Manage Clients and Cases The following video provides a quick walk-through of the module showing Client information, Client Notes, Action Plans, Financial Expenditure and Case Management integration. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Free Trial Thank you for signing up for a free trial. This web page is designed to be a day-to-day guide to help you get the most out of your ChilliDB trial Get started with ChilliDB 1. Linking to Your Website: General Information r Video Tutorial Action Tasks r Identify if your website was created on Wix or a similar type of automated web building site, or if it was built specifically for your organisation’s purposes. Action Tasks: r Navigate to System - System Management - Manage ChilliDB Web Controls r Click on the name of the web control you wish to embed in your website. r Scroll to the bottom of the screen and click on ‘Get Code’. r Copy the relevant code for your type of website: HTML = generally for websites that have been built from scratch; Direct URL = for websites created on sites like Wix. r Paste code into the relevant area of your website editor. 2. Setting Up Subscriptions Web Controls r Video tutorial Action Tasks Ensure the required information for setting up a new subscription is in your system r r a new/existing Organisation to link the subscription to r a new/existing Distribution list for the subscription r a new/existing Contact Type to categorise subscribers with r a ChilliDB user has been identified to receive new subscriber alerts Access the subscriptions web controls by clicking on the ‘Subscriptions’ tab at the top of the page. r Decide whether you want to ‘Add’ a new instance of this type of control or edit an existing control. r r If new, name your new subscription web control instance. Choose which of your distribution lists any new subscribers will be added to. r r Set the defaults for the Organisation new contacts are to be associated with and the Contact Type they will be categorised as. r Choose an Organisation type to associate any new organisations entered by new subscribers with. r Decide whether to set notifications for both the new subscriber (an email with a message) and the applicable staff member in your organisation. r Add customised content to your ChilliDB Web Controls (if desired). r Choose the communication method by which you will be communicating with your subscribers (required field). r Add fields (*these fields are the same fields you have available to you when creating a contact/organisation) to the subscription form that you would like to collect information for in your subscription web form. r Save your settings r Website Code: click on ‘Get Code’ at the bottom-right side of the page to access the appropriate code to embed in your website. 3. Setting Up Events Web Controls r Video tutorial Action Tasks Ensure the required information for setting up a new subscription is in your system r r a new/existing Organisation to link the event registrant to r a new/existing Event for the registrant to attend r a new/existing Contact Type to categorise subscribers with r a ChilliDB user has been identified to receive new event registrant alerts Access the events web controls by clicking on the ‘Events’ tab at the top of the page. r Decide whether you want to ‘Add’ a new instance of this type of control or edit an existing control. r r If new, name your new events web control instance. r Decide what those registering/viewing your events web control can do Choose the date range within which events should be displayed r r Choose the event types to display on your website r Choose an Organisation type to associate any new organisations entered by new subscribers with. r Decide whether users viewing your webpage will be able to view a calendar/list view of your events (or both). r Set list view rules r Choose your option for the session detail view. r Select the fields you want a potential registrant to view when they register for an event. Set the defaults for the Organisation new registrants are to be associated with and the Contact Type they will be categorised as. r Choose an Organisation type to associate any new organisations entered by new registrants with. r r Select the default statuses to be applied to a registrant when they register for paid/unpaid events. r Save your settings. Website Code: click on ‘Get Code’ at the bottom-right side of the page to access the appropriate code to embed in your website. r 4. Setting Up Membership Web Controls r Video tutorial Action Tasks r Ensure the required information for setting up a new subscription is in your system r a new/existing Organisation to link the new member to r a new/existing Membership Package to link member to r a new/existing Contact Type to categorise the new member with r a ChilliDB user has been identified to receive new subscriber alerts r Access the membership web controls by clicking on the ‘Membership’ tab at the top of the page. r Decide whether you want to ‘Add’ a new instance of this type of control or edit an existing control. r If new, name your new membership web control instance. r Choose which of your membership packages will be available to new members on your web page. r Set up Membership Options for your membership packages that are available on your web page. r Choose a default categorisation for members joining non-chargeable membership packages (if applicable). r Set the defaults for the Organisation new members are to be associated with and the Contact Type they will be categorised as. r Choose an Organisation type to associate any new organisations entered by new members with. r Decide whether to set notifications for both the new member (an email with a message) and the applicable staff member in your organisation. r Add customised content to your ChilliDB Web Controls (if desired). r Choose the communication method by which you will be communicating with your subscribers (required field). Add fields (*these fields are the same fields you have available to you when creating a membership/contact/organisation) to the subscription form that you would like to collect information for in your membership web form. r Choose whether or not to use reCAPTCHA. r Save your settings. r Website Code: click on ‘Get Code’ at the bottom-right side of the page to access the appropriate code to embed in your website. r 5. Setting Up Listings Web Controls r Video tutorial Action Tasks r Access the listing web controls by clicking on the ‘Listings’ tab at the top of the page. r Decide whether you want to ‘Add’ a new instance of this type of control or edit an existing control. r If new, choose your new listings web control type - Contact or Organisation. r Add the appropriate labels to your listing. r Choose the types of Contacts/Organisations to display. r Add fields to the listings form that you would like to collect information for in your web form. r Choose whether or not you wish to display a map using address details taken from your Contacts/Organisations. r Set the properties for your search results. r Save your settings. Website Code: click on ‘Get Code’ at the bottom-right side of the page to access the appropriate code to embed in your website. r 6. Setting Up Forms Web Controls r Video tutorial Action Tasks r Ensure the required information for setting up a new subscription is in your system r a new/existing Organisation to link the subscription to r a new/existing Note Type to link to r a new/existing Contact Type to categorise the visitor with r a ChilliDB user has been identified to receive new subscriber alerts r Access the form web controls by clicking on the ‘Forms ’ tab at the top of the page. r Decide whether you want to ‘Add’ a new instance of this type of control or edit an existing control. r If new, name your new forms web control instance. r Choose Note Defaults to apply to this form. r Set the defaults for the Organisation visitors are to be associated with and the Contact Type they will be categorised as. r Choose an Organisation type to associate any new organisations entered by visitors to your site with. r Decide whether to set notifications for both the new member (an email with a message) and the applicable staff member in your organisation. r Add customised content to your ChilliDB Web Controls (if desired). r Add fields to the form that you would like to collect information for. Note: You will need to save the ‘Note Type’ mentioned in the Note Defaults section above first before you will be able to enter fields in this section. Do this by clicking one of the ‘Save’ tabs on the right-hand side of the page. r Choose whether or not to use reCAPTCHA. r Save your settings. Website Code: click on ‘Get Code’ at the bottom-right side of the page to access the appropriate code to embed in your website. r 7. Setting Up Donation Web Controls Video tutorial Action Tasks r Ensure the required information for setting up a new subscription is in your system r a new/existing Organisation to link the new donation to r a new/existing Donation Type/Method to link to r a new/existing Contact Type to link the new donation with r Access the donations web controls by clicking on the ‘Donations’ tab at the top of the page. r Decide whether you want to ‘Add’ a new instance of this type of control or edit an existing control. r If new, name your new donation web control instance. r Add a description of the donation and indicate if the PayPal API keys have been configured to allow the collecting of donations. r Set the Donation Defaults to be applied to the donation record saved in ChilliDB. r Choose an Organisation type to associate any new organisations entered by visitors to your site with. r Decide whether to set notifications for both the new member (an email with a message) and the applicable staff member in your organisation. r Set the defaults for the Organisation visitors are to be associated with and the Contact Type they will be categorised as. r Add the donation transaction text to appear on donor’s PayPal statement. r Decide the donation amount settings. r Customise the website content. r Add fields to the form that you would like to collect information for. Note: You will need to save the ‘Contact Type’ mentioned in the Contact Defaults section above first before you will be able to enter fields in this section. Do this by clicking one of the ‘Save’ tabs on the right-hand side of the page. r Save your settings Website Code: click on ‘Get Code’ at the bottom-right side of the page to access the appropriate code to embed in your website. r Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

By Industry Health Services By Category Features Home and Community Community Services Not for Profit Associations By Need Client Administration Add ins Case Management Client Management Event Management Contract Management Membership Management Pricing Store About ChilliDB What is ChilliDB? News What's New Our Story NFP, Community, Health What is a CRM? Contact Us Help Help Centre Training Webinars Help Desk Articles New User System Status Case Management Get started with ChilliDB 1. Process Configuration r r Create a new Case Categorisation Full Guides Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. r Navigate to the Process Configuration Maintenance screen r Creating a process configuration (chillidb.com) 2. Process Definition r r Create the Process Structure Full Guides r Case Process Definitions (chillidb.com) 3. Create a Case (as a Case Manager) r r Add the case details r Allocate the case to a case worker r Accepting the case (as a case worker) r Referring the case (as a case worker) r Declining the case (as a case worker) r Full Guides Creating and Allocating Cases (chillidb.com) Create a Case (as a Case worker) r Search for a case r r Full Guides Introduction to ChilliDB Search Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS