Membership management
Member management software for registrations, approvals and plans
Etribes gives your organisation one place to take registrations, approve who joins, check documents and see where every member stands. The member list stays current, without a spreadsheet in between.
What it covers
Online registration with approval, a searchable directory, document checks and your own plans.
Online registration with approval
New members register online and upload the documents you ask for. Nobody joins until your team approves them, so you decide who becomes a member.
A member directory you can search
Every member has a full profile. Search the directory to find someone in seconds instead of turning the pages of a register.
Every member's status
See who is active, inactive, pending approval, pending documents or expired, so the office knows where each member stands.
Documents uploaded and checked
Decide which documents members must upload. Members upload them with their registration, and your team checks and verifies each one.
Your own questions on the form
Add your own questions to the form for members or their companies, such as batch year, trade category or registration number.
Membership plans and levels
Create plans with different levels and fees. You set the fee, duration and benefits for each one.
Renewal reminders and expiry alerts
Reminders go out automatically before a membership expires, and expiry alerts make sure no one slips through unnoticed.
How it works
- 1
Set up plans and the form
Create your membership plans, add any extra questions to the form and choose which documents members must upload.
- 2
Share the registration link
New members register with their details and upload the documents asked for. Each registration waits for approval.
- 3
Approve new members
Your team checks the details and documents, then approves. The member is confirmed and can start using their account.
- 4
Keep the list current
Statuses, renewal reminders and expiry alerts keep the member list up to date through the year.
See these steps with your own plans and members.
Book a demoQuestions about membership management
Can we decide who joins?
Yes. Every online registration has an approval step. Your team checks the details and documents before a new member is confirmed.
Can we create our own membership plans?
Yes. You create plans with different levels and set the fee, duration and benefits for each. Etribes does not set your fees; your organisation does.
Can we ask for extra details or documents at registration?
Yes. You can add your own questions to the form, for members or their companies, and decide which documents members must upload. Your team then checks and verifies each document.
What happens when a membership is about to expire?
Renewal reminders go out automatically before the expiry date, and expiry alerts show you who has lapsed, so no one slips through unnoticed.
Works with
- Payments and renewalsOnline fee collection, renewals from the member's account, payment history and renewal reminders.
- Certificates and ID cardsMember ID cards generated and managed in the system, plus participation certificates for attendees.
- CommunicationBroadcasts, circulars and newsletters by email and WhatsApp, with templates and delivery checks.
Used by
- Chambers of commerceMember businesses, renewals, circulars and events for chambers of commerce.
- Trade associationsMember firms, documents, fees, events and enquiries for trade associations.
- Professional bodiesCredentials, renewals, CPD events, certificates and a job board for professional bodies.
- Alumni associationsAlumni registration, directory, reunions, jobs and fees for alumni associations.
- NGOs and community groupsMember records, circulars, payments and grievances for NGOs, co-operatives and community groups.
- Clubs and societiesPlans, fees, events, newsletters and member services for community and cultural clubs.
Guides
- Getting started with EtribesHow to set up Etribes for your association: what to have ready, ten steps for administrators, eight for members and tips for a good first month.
- How to run membership renewals without chasing membersA practical renewal process for associations: fix expiry dates, plan a reminder schedule, write clear WhatsApp and email reminders and make paying easy.
- How to digitise your association's member directoryStep-by-step guide to turning an association's spreadsheet or paper register into a digital member directory that members keep current themselves.
See a day of your association run on Etribes
Book a demo and we will walk through your own membership, events and payments, starting from the way your organisation works today.