Welcome to the Memberships tools within Donorfy.
Please note
Memberships is only available under the Professional Plan as it uses EFT (Electronic Funds Transfer). If, after reading through the overview and other supporting documentation you feel that Memberships is right for your charity or organisation, then please do contact us about upgrading your account.
This is how membership schemes can be managed in Donorfy
- Switch on the membership feature and allow users access to it - see this article
- Products
- You will need to set up products for each type of membership you offer - for more information see this article
- Memberships
- A membership will be created when someone joins your organisation
- Each membership will be represented by a recurring payment instruction which contains the details of the membership including
- Which membership product applies to the membership
- How it is paid
- Which people are benefiting from the membership - these are the members
- One of the members is marked as the primary member - that is the person you will typically contact about the membership
- The membership will have a paid up to date - this indicates when the membership will end - see this article for more information
- Collection Methods
- Collection methods are how membership are paid for - e.g. Direct Debit, Stripe, GoCardless, Cheque, etc
- If you have details of existing members you can upload them into Donorfy - see this article
- Lists allow you to view and download your members and memberships - see this article for more information
- You may want to set up rules that apply statuses to your memberships - see this article for more information
- From time to time you may want to
- Change prices for your memberships - see this article
- Cancel memberships that have not paid - see this article
Set up
1. Allow Access to the Membership tools
2. Setting up Membership Products
3. Bulk uploading of Memberships
Comments