Resources to manage your memberships
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New here and not sure where to start? Begin with the essentials.
Managing Your Organization
Update organization details, branding, and operational settings.
Member Portals
Configure and support the member-facing portal experience.
Managing Membership Types
Edit pricing, settings, confirmation content, and renewal rules.
Managing Your Members
Work with members, memberships, groups, and account records.
Managing Group Memberships
Create, update, and maintain grouped memberships.
Digital Membership Cards and Check In
Issue cards, verify them, and manage check-ins.
Automations
Connect third-party tools and configure automation flows.
Member Experience
Support the member-facing journey across posts, events, and access.
Communication
Manage notifications, campaigns, and delivery settings.
Finances
Review payments, payout settings, invoices, and receipts.
Insights and Reporting
Review metrics, reports, and scheduled reporting tools.
Use Cases
See how the platform supports events, operations, and recurring memberships.
Member Directory
Manage public and member-facing directory behavior.
Events
Create events, manage registrations, and review event detail pages.
Connect with us on the member portal
Use the portal for the latest member-facing content, upcoming events, and self-service access.
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