Set up your membership website by following our setup steps. Note that some items may be optional for some organizations. You’ll find screenshots and videos to make the process easy. Don’t hestiate to take advantage of our free support by phone, email or screen share training if you get stuck or want advice.
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.
Whether you are hosting online or offline events, we can help you collect RSVPs, charge for tickets and see a live view of everyone who is registered.
Setting up your categories is the first step in creating events. Do you need a separate calendar page for some events? Do you want to give your members permission to post events too? We can help you accomplish those things. Go.
The Forms Carts Donations feature adds more functionality to your website; allow your members and website visitors to purchase items and interact with your organization more meaningfully.
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.
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.