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Users and Members
Last Updated: May 24, 2025In your dashboard, you will see that we give a report to you on both users and members Members are people who have, or used to have, a membership subscription for your organisation. We split those out into Current and Lapsed members. Users are everyone connected to your organisation, ie they include non-members. These include:...
How to set your tax status
Last Updated: April 18, 2025Global Setting Click on Organisation settings in the left hand panel.
How to set subscriptions to automatically renew
Last Updated: April 18, 2025Configure the Subscription Type to Auto-Renew In Admin Home, click on Subscriptions in the left hand panel.
Download a list of members
Last Updated: April 18, 2025Selecting your list In the administration panel, click on Users in the left hand panel.
Placing an order on a member’s behalf
Last Updated: April 18, 2025Find the member Login to Membi and go to the administration panel.
Specify the payment methods for different items
Last Updated: April 18, 2025Do you want members to pay for their subscriptions via direct debit, but pay for events with a card? With Membi, this is easy to do.
Adding new members
Last Updated: May 24, 2025Adding an individual member via the admin panel Click on the Add New Member button on the main club dashboard or on the Users tab. Add the member’s first and last name. You don’t have to add an email address, but you should if you want them to be able to login. If you are...
Choosing between sending an email or a newsletter
Last Updated: April 18, 2025If you are just wanting to dash off a quick message about what’s happening at the club, then sending an email to your members is super quick, and it doesn’t have to be plain and boring. Membi’s templates…
The difference between static lists and filter sets
Last Updated: April 18, 2025Lists are a convenient way to store a set of people that you want to send emails to. That might be your current members, the participants for an event, or the list of people you need to chase for payment. Filter Sets Filter sets give you a set of people who match those filters at...
