01Joining and renewal flows
Application, approval, payment and renewal handled as one path with clear states. Lapsed, grace period, suspended and reinstated are modelled explicitly, so staff stop tracking exceptions in a spreadsheet and members always see where they stand.
Renewals · Lifecycle · Self-serve
02Tiers, categories and rules
Student, retired, corporate, honorary and multi site categories each carry their own eligibility, term length, proration and voting rights. The rules live in configuration your staff can change, not in code only a developer can touch.
Tiers · Eligibility · Configuration
03Member directories and profiles
A directory members trust: verified fields, privacy controls set field by field, opt outs honoured everywhere, and search that matches how people actually look for each other by chapter, designation, region or practice area.
Directory · Privacy · Search
04Committees, chapters and roles
Boards, committees, chapters and branches each need rosters, terms of office, permissions and budgets. We model the structure once so permissions, mailing lists and reporting all follow from it instead of drifting apart over time.
Governance · Permissions · Chapters
05Events and continuing education
Registration, waitlists, member and non member rates, session selection and attendance capture, feeding continuing education records members can print and employers can check against the requirements your organisation sets.
Events · CE records · Attendance
06Communications and reporting
Consent and preference records with an audit trail, segmented mailings, and the membership, retention and financial reports your board, funders and auditors ask for, exported on a schedule instead of assembled by hand each quarter.
Consent · Reporting · Exports