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