Features

Here are some of the many features built into Simple Membership, of course it is not possiblle to list everything and new features are being added all the time, so please ask if you have a specific requirement.



Membership Management 

  • Members: 
    • Joining by way of online submission form detailing different membership options and partner sign up
    • Individual member logins
    • View and update own profiles
    • Members can see their group and event membership as well as payments made and emails sent and received
    • Personal calendar for each member showing groups and events
    • Automatic renewal of membership online
    • Password reset system for members
  • Membership Secretaries:
    • Renewal life cycle with automatic reminder system and bulk email templates
    • Bulk upload system to import new members and renewals from spreadsheets
    • View and download all membership payments in the financial year
    • Gift Aid management and reporting
  • Configuration:
    • Customisable profile fields for joining form and member records
    • Multiple membership levels including partners
    • Letter and email templates for communication through the system

Website

  • Responsive modern wrapper provided as default. Ability to use own styles if preferred.
  • Customisable pages and menu items
  • WYSIWYG content editing in place on each page
  • Banner images and galleries
  • Use your own custom domain
  • Google analytics and Google webmaster tools integration
  • Customisable Cookie notice

Groups

  • Group listing by category or day of the week
  • Group member management including waiting lists
  • Members listed as leaders can manage their own group only, including their web page content
  • Leaders can email group members
  • Members can contact group leaders without exposing email addresses
  • Leaders can manage group finances
  • Groups can run events for their members only
  • Buddy system for other members to assist leaders in group management

Events

  • Event listing by category or day of the week
  • Event attendee management including waiting lists
  • Members listed as event organisers can manage their own event only, including their web page content
  • Event organisers can email event attendees
  • Attendees can contact event organisers without exposing email addresses
  • Event organisers can manage event finances
  • Buddy system for other members to assist event organisers in event management
  • Hide events whilst they are being configured
  • Events can be cancelled
  • Event sign up system including partners and guests

Email

  • Bulk email system to contact whole membership or subset
  • Ability to build or import custom lists
  • Email sent from addresses within your own custom domain
  • Emails can be wrapped with headers and footer templates
  • Email attachments enabled 
  • Customisable template emails for all system emails
  • View email history and content
  • Monitor email events (delivered, opened, clicked)
  • Manage blocks and bounces 
  • Sengrid deliverability partner for resilience 

Finance and Accounting

  • Customisable accounting codes to categorise transactions throughout the system
  • Ability to create standard or split transactions (i.e. to assign an invoice to multiple entities)
  • Full bank reconciliation system
  • Overall balance control to manage bank accounts and funds
  • Income and expenditure reporting 
  • Online payment integration with PayPal
  • Ability to use payment card readers for group, event and membership payments

Reporting

  • Membership statistics with dynamic on screen charts 
  • Finance reports and downloads
  • Activity log as an audit trail of all system changes
  • Monitor users correctly logged in to system 

System

  • Settings configurable throughout to enable features as you require them, or disable those that you don't
  • Customisable localisations to edit defaults of over 650 labels and text throughout the system 
  • All on screen data grids can have columns customised 

Security

  • SSL encryption on all pages
  • Microsoft Azure cloud hosting with geo-redundant back up system
  • Hosting performance scalable to meet demand
  • Users to have strong passwords

Support

  • Comprehensive onboarding and implementation assistance 
  • User Forum for queries
  • Buddy system; an experienced u3a will help you get up and running
  • Development group of experienced users to manage change requests