Setup Checklist

Collecting and Tracking Money

Your payment gateway will allow you to collect money on your website from your membership forms, event tickets and other purchases. Setting up your tax rules and accounting system connection will help you process and record transactions with compliance and efficiency.

credit card payments

Payment Gateway Choices and Integration

Learn how to integrate MembershipWorks with Stripe, Authorize.net or PayPal Pro or compare gateways.

taxes

Tax Rules (VAT)

Your tax rules can vary according to your country, state/province and local laws. We facilitate collection of taxes for transactions that occur through MembershipWorks. See how to add tax (VAT) rules.

Getting Ready for Your Members

Switching to a new membership platform isn’t just about importing your members. Putting some thought into how you’ll need to use member data later can create workflow efficiencies. Follow our membership setup path to find success.

membership levels

Membership Levels

Set up as many membership levels as you need. Don’t forget to set up renewal notices and welcome messages. Get started.

donations

Collecting Donations When a Member Joins

You can allow members to select a recurring added donation amount when they join. Learn about Add Ons.

labels

Use Labels to Organize Members

Labels can help you categorize members for purposes of your Directory or for internal reasons. Dive in.

signup

Member Sign-Up Form

Make it easy for members to join your organization. Use our system fields and create custom fields as needed. Jump in.

member import

Importing Members

Our tips can help you smoothly import your member data from your prior system. Go.

MembershipWorks on Your Website

Your customers never have to leave your site to use MembershipWorks features. Build pages to house your sign-up form, directory, member login, calendar and other functions.

website integration

Adding MembershipWorks Features to Your Site

Shortcodes and HTML Snippets make it easy to add our calendar, forms, members only content, directory and more. See instructions for WordPress or other platforms.

SSL

Enable SSL

You’ll need a secure site to be able to accept financial transactions. We offer an inexpensive and easy way add on a security certificate to MembershipWorks-hosted websites. Go.

directory search

Customize Directory Search

You can set up various ways for website visitors to more quickly search your directory and find members. Learn more.

Final Steps

Just a few more things to make sure everything will work smoothly for you and your members…

email notifications

Update Notifications

Want to be notified about new member signups and event registrations? Learn how.

checklist

Mistakes to Avoid When Launching

Learn from the mistakes of others and get off to a smooth start. Learn more.

directory search

Announcing Your New Website

Your members will be excited to hear about your new website features. Read our tips and sample.