Member Management

Member Management

Flexible tools to create plans, levels, prices, add-on purchases and non-refundable fees

  • Create unlimited membership plans with specific pricing
  • Include non-refundable fees for any plan level
  • Accept registrations between specific dates and times
  • Create a customizable “Join Now” button – change the text, color, font or size and add it to your website, social media pages or email communications
  • Customize your membership registration page with professional, pre-designed themes or apply your own colors and fonts
  • Ability to print out badge stickers for members
  • Upload a document and specify if it requires the member’s acknowledgment
  • Set Auto-Reminder emails for members to renew their plan

Prorate fees, collect the full fee upfront, allow for future payments or apply subsidies

  • Chose to collect full payment up-front or allow members to pay later
  • Allow recurring billing on memberships
  • Collect a non-refundable fee at the time of registration
  • Process cash, check or credit card payments
  • View outstanding balances by member
  • Generate member invoices and receipts
  • Accept gift memberships with the ability to send auto-acknowledgments to purchaser and giftee

No more paper sign-in/out sheets

  • Download the app onto any Apple device
  • Ability to check members in & out for attendance
  • Take attendance by scanning member ID cards as members come in the door
  • Allow members to type in their ID number if they forgot their membership ID

The Power of CRM on the Go

  • Search existing Constituents for their contact information, interactions and transaction history
  • Enter in new Constituents
  • Add new donations to a Constituent’s record
  • Update a Constituent’s record with a recent interaction

Share by: