Management

• Membership Introduction & Overview

  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 ...

  

  Ben Brett

  April 28, 2021 09:26
• Allowing Access to Membership

  If you want to use the membership features of your Donorfy you need to Switch on the membership feature - to do this select configuration under settings and search for Membership - set Show Membership Feature to Yes and press Update Next allow...

  

  Ben Brett

  February 02, 2022 08:50
• Setting Up Membership Products

  You need to set up products for each type or class of membership you offer, for example, you might need the following products Individual Membership  Family Membership  Some factors to consider when deciding which membership products you need ar...

  

  Ben Brett

  April 28, 2021 09:12
• Uploading Memberships & Members

  You can upload memberships and up to 6 members per membership. Memberships and Members Download the Data Preparation template and copy the RPI Memberships worksheet into a new workbook. Please note: the Membership Start Date is when the membershi...

  

  Ben Brett

  September 30, 2021 10:22
• Membership Paid Up To Date

  A membership recurring payment instruction (RPI) has a Paid Up to Date this is calculated based on payments received and can be used to find membership that have missed payments - e.g. to contact the member or to lapse or expire memberships. Membe...

  

  Ben Brett

  May 04, 2021 15:00
• Membership Bulk Cancel

  The membership bulk cancel feature allows you to cancel RPIs from non-paying members in bulk - this will stop payments from being collected in the future. The membership bulk cancel feature works with the membership status update feature - i.e. yo...

  

  Ben Brett

  September 14, 2021 08:36