The Membership Management feature allows your organisation to manage its members, memberships and subscription payments all within Clubtreasurer.
You can store your member database directly and securely within Clubtreasurer – so no more need for a separate spreadsheet or paper records. Our flexible Membership system lets you define your membership structure and create individual membership items, such as annual membership subs, joining fees, etc. When you assign these to your members, you can easily track payments made and balances due for your whole membership, sections and individuals, allowing you to take much more control over who has paid, who hasn’t, and balances due.
- Securely record your member details in Clubtreasurer
- Define your memberships and create individual member payment plans
- Record membership subscription payments directly in Clubtreasurer and track member balances.
Membership Management is seamlessly integrated with Clubtreasurer’s Receipts & Payments but can also be run as a standalone feature if required.
The Membership Help pages are split into 2 sections:
- Membership Tutorials (core Membership feature tutorials)
- Membership Feature Videos (short videos with helpful tips and advice)
Membership Tutorials
This Help section contains the following tutorials:
- Members
- Memberships
- Assigning Memberships & Payment Plans
- Managing Billing & Payments
- Managing Recurring Billing & Renewals
- Membership Invoices, Statements & Reports
Recommended Tutorial Learning Path*
* We suggest viewing the tutorials in the following order. You can skip some of the tutorials but we strongly recommend viewing the core tutorials (marked with a red asterisk)
