Membership Directors

Club and association membership directors will mainly use our built-in membership management tools and create member types, but might also use other features like blast email, additional membership charges and surveys. Much of the data collected at member sign-up is used in various places across your website, so some features might require you to coordinate with other team members to set up best practices as they relate to your organization's members. For example, your organization may want to set up forums based on interests. As the membership director, you can collect that interest data from your members at sign-up, to make it easier to create forums.

Watch all the videos here. Each item contains the link to more information in our online help system, a tutorial and a webinar. Tutorials are shorter (5-15 minutes) and walk you through the function; webinars are longer (40-50 minutes), walk you through the function and contain user questions and answers about the function.

Your website is a group effort! Because every item is built into your website

• Setup - Take care of these items first when you set up your website
• Databases - These are items you'll use when your website is up and running
• Modules - Enable these features either when you set up your website, or later
• Features - Configure and use these features throughout the life of your website

When will I need it?	Who should I coordinate with?	Item	Location	Read More	Watch Videos	How to Guide
Setup		Renewal and Expiration Settings	People Tab	Renewal and Expiration Settings	Tutorial	Part 1. Renewal/Expiration Settings
	Communications Director	Member Types	People Tab	Member Types	Tutorial | Webinar	Part 2. Member Types
	Communications Director	Additional Member Data	People Tab	Additional Member Data Questions	Tutorial | Webinar	Part 3. Additional Member Data
	Treasurer	Additional Charges	People Tab	Optional Additional Charges	Tutorial | Webinar	Creating Additional Charges
		Member Attachments	People Tab	Member Attachments	Webinar	Part 5. Member Attachments
	Communications Director	People Options	People Tab	People Options	Tutorial | Webinar	Part 6. People Options
	Secretary	Member Joining Agreement	Club Tab	Member Joining Agreement	Tutorial
		Membership Signup Wizard	People Tab	Membership Wizard Setup	Tutorial | Webinar	Part 7. Membership Signup Wizard
		Club Options	Club Tab
		Website Options	Website Tab	Website Options	Tutorial
Databases		People Manager	People Tab	People Manager	Tutorial | Webinar
		People Lookup	People Tab	People Lookup	Tutorial | Webinar
		User Data Removal Requests	People Tab	User Data Removal Requests
Modules		Committees	People Tab	Committees	Tutorial | Webinar
	Treasurer	Gift Memberships	People Tab	Gift Memberships	Tutorial | Webinar
		Check-in Desk	People Tab	Check-In Desk
		Standard Member Directory	People Tab	Member Directory	Tutorial | Webinar
		Business Directory	People Tab	Business Directory	Tutorial | Webinar
		Collectibles	People Tab	Collectibles	Tutorial | Webinar
	Communications Director	Interests	People Tab	Interests	Tutorial | Webinar
		Volunteering	People Tab	Volunteering	Tutorial | Webinar
Features	Communications Director	Emailings	Communications Tab	Blast Emailings	Tutorial | Webinar
	Communications Director	System Emails	Communications Tab	System Emails	Tutorial