Help/Membership
Membership
Keep one member register the whole committee sees. Set your categories and fees, run the renewal cycle each year, record what members pay, and email a numbered receipt. Who is current, due or lapsed is worked out for you.
Screenshots use a fictional organisation and figures.
What you can do
Set up Membership
Your organisation, your subscription year, how members pay you, numbering, and your categories and fees.
Your members
Add a member, find anybody on the register, change their details or standing, and corporate members.
Renewals
Run the renewal cycle, read the outstanding list, send a reminder, and waive a subscription.
Payments and receipts
Record a payment, email the receipt, undo a mistake, and export for the auditor.
How it works
Once: fill in your settings and add your categories. The Overview shows a Getting set up list until all four steps are done.
Add your members on the register, or send us your spreadsheet and we load it for you.
Each year, run the renewal cycle. You see the whole list before anything is raised. Then remind the people who have not paid.
When money arrives, record the payment on the member’s page. A numbered receipt is issued, their membership moves forward, and the income goes into your P&L.
Membership comes with Pro 365. Open it from the menu at the top of the back office. Membership Custom at smeaio.com/membership-custom/ is a separate product, built around one organisation with its own website design and domain.