Member Online Update

• Members can update their own personal information on-line
• Members can view other members’ up-to-date information
• New members can associate a name with a face
• Members can store a bio/resume
• All the information is stored in an on-line database where everyone can use it

Member Directories

• Upload a photo of each member for viewing on-line.
• Members can upload their own photos.
• Click on View Member to display member information and the photo
• Any member can print a current member roster with email and phone numbers.
• Or, any member can create a PDF and then print, a member directory with photos of each member (which is perfect for new members to help them learn the names of existing members). Member Directory size options are: 8.5″ x 11″ or 5.5″ x 8.5″ or 3″ x 5″ (as shown to the right, from top to bottom). The two smaller sizes are designed to be cut and drilled at a print shop.

Announcements Page

• Easy to maintain area for Announcements (“Don’t forget to register for the Dinner!”)
• Available either before logging in, or after, or both

Custom data fields

• The standard data fields can be expanded with custom data fields you create specifically for your organization, such as “Date Joined” or “Children’s Names”.
• They can be freeform or select from a list

Document Folders

• Store files on the web for all to use.
• Create on-line folders with group-based security to define which members can view and/or edit files within each folder
• Add, view and delete files and/or whole folders.

Custom reports

• Members can print address lists, rosters, committee member lists, attendance sheets, calling trees, etc..
• A report generator is included allowing you to easily create custom reports.
• The data from any standard report can be downloaded into a spreadsheet.

Events calendar

• Events can be scheduled and members can register to attend.
• Repeating and reoccurring events are available
• Events can be specified as visible before logging in, after or both
• Month and list calendar formats are available for viewing and printing.
• An on-line report shows who has registered for the event.

Email

• Members keep their own email addresses.
• In Member Manager, Members send only to other Member’s email systems.
• Select from a list of members and send the email right from the member area.
• Individual addresses and distribution lists in Microsoft Outlook are no longer needed and the data on-line is always current.
• Members can address emails to Groups, Officers and/or Committees by the group office or committee name.
• Use for project notes, event notices, dues notification, newsletters, etc.

Forums

• Allows any member to solicit comments on a posed question. It would work well for many kinds of organizations and especially for health related support groups to discuss how various medicines work and their side effects.
• The Discussion Forum function maintains a thread of all responses.
• Anyone can respond to the posed question or to any of the responses.
• The topic owner and/or site administrator can moderate the discussion, i.e. remove “unwanted” or off topic comments.

Photo galleries

• Create a Photo Gallery in minutes with a title and description for each photo.
• Add, view and delete photos and/or whole galleries.

Committees/Offices/Families

• Through the Groups function, Groups, Committes, Offices and/or Families can be created and maintained. Relationships can be defined for Committe Chairpersons or Parent or Child, etc.
• You may print officer, group, family and committee rosters or reports.

Security Levels

• Specify who can do what
• Anything that can be done in Member Manager can be enabled/prohibited
• Security is specified through Groups
• What you can do is determined by which groups you are a member of

Online member application

• Non-members can apply for membership
• Online membership application form
• Membership coordinator(s) alerted via email of application
• Applicant enters own member information
• Automated membership process
• Member creation is automatic
• Membership coordinator responds from special screen using accept or deny email templates

Surveys

• Create and administer surveys to your membership
• Anonymous or not
• Can be used for elections

Website pages

• For organizations that either do not currently have a web site
  Or, that have a website but want to make the Member Manager site their whole website.
• Easily create, edit and delete website pages
• If you can format with a word processor, you can make Member Manager web pages
• Pages can be – only visible to the public (without logging in) – only visible after logging in – or both.

Domain registration and masking

• Have your own domain name (www.myclub.org) in the header instead of www.membermanager.net/myclub
• We will obtain and manage your Domain Name for you for a small fee

Member dues

• A Dues Item is defined as a combination of the below
  • Dues can be by group where everyone pays at the same time
  •     or can be triggered by an individual anniversary date
  • The dues amount can be a fixed amount for everyone
  •     or the dues amount can be based on a Per Unit Cost times the value in a custom data field
• For complex dues environments, you can have as many Dues Items as needed
• Members are automatically sent reminder emails
• Members can view their dues online
•     and may pay their dues on-line via credit card
•     or may choose to pay the treasurer directly instead of on-line.

Event fees

• Associate fees with your Calendar events, i.e. for a Dinner: Members $25 and Guests $35.
• Members may register and pay for the event on-line via credit card.
• Members may register on-line but choose to pay the treasurer directly instead of on-line.
• Event registration reports show the event coordinator who has paid for the event.

PayPal processing

• Have the ease of collecting money online via the industry leader PayPal
• Save your treasurer’s time by handling many payments in one transfer instead of individually
• Payments go into the club’s PayPal account and are easily transferred electronically into your club’s bank accounts
• Receipt notifications for each payment are sent to the person paying and the treasurer.
• Member Manager never touches your money or sees your member’s credit card information. It all happens inside PayPal

Managing your money

• Automatic Treasurer’s Report
• Maintain multiple Accounts
• Transactions can be allocated over multiple Categories
• Budgeting and Budget Reports
• Custom Reporting
• Balancing against your Bank Statements

Instant Treasurer’s reports

• The key to Money Manager is automatic Treasurer’s Report creation
• Account balances
• Performance against budget
• Period Transactions