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

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