📄️ Membership Management
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📄️ Member Registration
This section is for the new member registration process. You don't recognize the first few steps? Check the older process.
📄️ Delegate Registration
Delegate memberships should be used when a member account wishes to add a new delegate contact immediately to an active membership.
📄️ Accounts
The accounts are the basis of Membri, they contain all the information relating to companies, members or not. From the Accounts option in the main menu, it is possible to create non-member accounts, to consult an account file and to modify its information.
📄️ Contacts
Contacts are people who are tied to accounts. The Contacts section of the main menu contains all the contacts linked to your accounts, regardless of their status. Each contact has its own file. This sheet contains all the information related to the contact in question that could be of interest to you.
📄️ Committees
Committees are an entity that allows you to group several contacts around the same theme (whether they are really a working group or not).
📄️ Renewals
Renewal notices contain information similar to that found in the membership, but they are two different entities. A renewal notice does not define the account membership. It is used to confirm that a business wishes to re-register with the organization after its current membership has ended, or to make changes upon renewal.
📄️ Membership Upgrade
Upgrading is the process by which a member can move from one membership package to another that contains more options/benefits/privileges without waiting for their current membership to expire.
📄️ Membri login and Member portal
With a username and password associated with their contact card, members of your organization can access a portal that gives them greater control over their subscription.
📄️ Intermember offers
With Membri365, you can create intermember offers. The will then be displayed in the Membri365 portal.