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Get Started
- - Money
    - Setting up your payment gateway integration will allow you to process credit card transactions through your website. Some organizations will also need to set up tax rates.
    - Payment Gateway Choices & Integration
    - Tax Rules (VAT)
  - Membership
    - Entering your membership levels in MembershipWorks is one of the earliest and most important steps in setting up your new membership system.
    - Create Membership Levels
    - Collect a Donation When a Member Joins
    - Use Labels to Organize Members
    - Member Sign Up Form
    - Import Members
  - Events
    - Learn how to set up your event categories and then set up your first event.
    - Create Event Categories & Events
    - Manage Events
    - Advanced Event Features
  - Forms, Carts & Donations
    - Forms, Carts & Donations allow your members and website visitors to purchase items and interact with your organization more meaningfully.
    - Donation Form
    - Shopping Page
    - Simple Survey
    - Voting Form
    - Committee Sign-up Form
    - Contact Form
Site Integration
- - Add MW Features to Your Website
    - Adding MembershipWorks features to your website is as easy as copying and pasting some code we provide.
  - Enable SSL
    - Whether you are hosting with us or someone else, having a secure site is required for processing credit card transactions. A secure site will have a closed lock icon in the URL bar.
  - Add Google reCAPTCHA
    - Adding Google reCAPTCHA to your website and entering your reCAPTCHA keys into MembershipWorks can help prevent fraudulent credit card transactions from occurring on your site.
  - Customize Directory Search
    - You can use Labels to provide category searches in your directory.
Launch
- - Update Notifications
    - There are several email notifications admins can receive to keep up with what is happening with your memberships, including a daily membership report as well as notifications each time someone signs up for membership.
  - Mistakes to Avoid When Launching
    - The difference between a successful and failed membership website launch is preparation and testing. Taking these steps will ensure your members’ first impressions are great.
      Walk Through Your Website as a Member
      Test the Signup Process
      Check your Events System
      Create Sample Member Directory Profiles
      Gear Your Launch Announcement to Your Membership
      Setup Your Renewal Notices
  - Announce Your New Website
    - Let’s look at some ways to build excitement about your new membership system and instruct members on getting their passwords to log in for the first time.
Using the System
- - Accounting Integration
    - Quickbooks Integration
      Connect MembershipWorks to your QuickBooks Online account for for 1-click exports. Download IIF files for QuickBooks Desktop.
    - Xero Integration
      With our Xero integration, transactions that occur through MembershipWorks can be exported to your Xero account.
  - Managing Events
    - Managing Events
      Learn how to provide refunds, edit registrations, cancel an event, check in registrants, prevent fraud and more.
  - Managing Forms
    - Managing Forms
      Learn how to process a cart refund, void a checkout, link a form submission to a member account, export your form submissions to a CSV file and more.
  - Reporting
    - Reporting
      Find the information you are looking for quickly with your MembershipWorks Dashboard.
- Search

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