Membership management

Overview

The membership management screens allows you to view and administrate your paying members in a separate area.

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Membership setup

The first job is to enter the details for your membership body. This includes the name, the date founded and any membership entry rules that might apply.

Rules and entry requirements

Many membership bodies have a series of rules or processes that have to be gone through before membership can be passed or granted. This could be board approval, receipt of a deposit or a signed form. The rules are completely up to you (not compulsary) and can be changed or added to at any time.

Members update & approval

When your members log into their secure private members area they will have the ability to update their own information ie name, address and contact information.

After the member submits a change to their data, the information goes into an approval area. Here your administrative staff can view the submitted change and decide whether to accept it or not. The changed information is placed next to the previous version for easy reference.

Keeping members information up to date is both essential and extremely time consuming. By giving the power back to the members your database can be accurate and up to date at all times making your public or private directory of members a reliable resource.

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