Membership Management
Dues and member records that match how you actually operate
Individual, group, chapter, lifetime, honorary, prorated, grandfathered — if your bylaws allow it, your system should handle it without a workaround spreadsheet.
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Our Approach
Your membership structure, modelled properly
Most association platforms offer three or four membership types and expect you to squeeze everything else in. We start by mapping what you actually have: the tiers, the eligibility rules, the joint and household memberships, the chapters that collect their own portion of dues, and the exceptions that currently live in one long-serving staff member's head.
Then we build it. Renewals run on your calendar — anniversary, fiscal year, or staggered by cohort — and lapsed-member handling follows your grace periods rather than a vendor's defaults.
What You Get
A system that fits your bylaws
Any membership structure
Tiers, categories, chapters, joint and household memberships, student and emeritus rates, comp and grandfathered pricing — modelled as they are rather than approximated.
Renewals that run themselves
Automated renewal notices, auto-renew billing, grace periods and lapse handling on your schedule, with staff override wherever a situation needs judgement.
Member self-service
Members update their own details, pay dues, download receipts and manage auto-renew — which removes most of the email your staff currently answer by hand.
A member record you can trust
One record per member covering dues history, event attendance, committee roles and communications, so nobody reconciles three systems before a board meeting.
Our Process
From your bylaws to a working system
Map your structure
We document every membership type, dues rule, renewal date and eligibility requirement you have — including the undocumented exceptions.
Build and migrate
We build the system to match, migrate your existing member data and validate it against your records before anything goes live.
Launch with your staff
Your team is trained on the workflows they will actually use, and members get a self-service portal that does not need a help article.
Refine as you go
Bylaws change, dues change, new categories get approved. We adjust the system when they do.
Why It Works
What changes once it fits
- No workaround spreadsheets: the exceptions your current system cannot handle stop living in side files.
- Fewer renewal calls: automated reminders and self-service payment recover renewals that would otherwise need a phone call.
- Clean data for the board: membership counts, retention and dues revenue all come from one source.
- Room to change: when the board approves a new category or rate, it gets built rather than filed as a feature request.
FAQs
Frequently Asked Questions
Is your membership data spread across three systems?
Tell us how your membership actually works — the tiers, the exceptions, the chapter arrangements — and we will show you what it looks like handled properly in one place.