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.
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.
Set up as many membership levels as you need. Don’t forget to set up renewal notices and welcome messages. Get started.
Collecting Donations When a Member Joins
You can allow members to select a recurring added donation amount when they join. Learn about Add Ons.
Use Labels to Organize Members
Labels can help you categorize members for purposes of your Directory or for internal reasons. Dive in.
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.
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.
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.
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.
Customize Directory Search
You can set up various ways for website visitors to more quickly search your directory and find members. Learn more.
Just a few more things to make sure everything will work smoothly for you and your members…
Want to be notified about new member signups and event registrations? Learn how.
Mistakes to Avoid When Launching
Learn from the mistakes of others and get off to a smooth start. Learn more.