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
 
