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.
Your club website
A members directory, a page for each member, your committee, and a join page where people apply and you approve.
How it works
Once: fill in your settings and add your categories. The Overview shows a Getting set up list until all three steps are green: name your organisation, add your categories, and say how members pay you.
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.
Where everything is
The Membership sidebar has the same parts as every business in SME AI Office:
- Today (renewals due): Overview and Renewals.
- Sell (plans and categories): Categories.
- Customers (members): Members and Contacts. The number next to Members is how many people are waiting for approval.
- Website: your club website.
- Money: Payments and Invoices.
- Set up, at the bottom: Settings and Payments.
- Back office: your accounts, invoices, payroll, GST and compliance, opened right here in this menu. You never leave your business: the menu, the top bar and the address stay the same, and the numbers are the same ones the plain Back office shows. The Back office tab in the top bar opens it on its own.
Membership is on the Free plan. The register, renewals, receipts and your club website cost nothing, whether you have eighty members or two thousand. Your own domain is free too. Pro 365 adds the full back office. Open Membership from the menu at the top of the back office. See The Free plan and Pro 365.