
Every organization has an accounting software to complete their year-end statements and it’s important that the correct balances get inputted. Instead of entering every transaction into your accounting software to create more work, each transaction is already recorded in Membee to strengthen the financial audit trail and reliability. Membee’s G/L reports allow you to generate and enter a single entry into your accounting system to give you your time back and further protect against fraud.
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Any time you need to review your membership renewals and prepare them, use our friendly renewal checklist to get through your tasks! The friendly renewal checklist helps ensure that no task gets missed for a smooth and seamless renewal process for you and your members.
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Does your membership require new documents for renewal in advance such as waivers, liability forms, certifications, etc? Membee’s Renewal Prerequisite Reminder Automation helps you keep track of and contact members that haven’t uploaded new documents required for membership renewal during your renewal period.
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Using Membee’s Retention & Milestone Automation, you can set up automatic emails to improve your relationship with your members. Whether that’s an email to wish them a happy birthday or an email 1 month after a new member joins, you can strengthen your connection and in turn, improve your retention and renewal rates.
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On October 19, 2022, we’ll be taking a deep dive into the five stages of the membership lifecycle and how you can maintain a relationship with your members from the beginning to the end. The membership lifecycle includes when a member joins, how you can stay in touch with our upcoming new milestone automations throughout the year, the renewal process, when members cancel, and reinstatement options!
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Looking for a way to offer and track event sponsorships? In a four-step process, you can streamline the sponsorship purchases into your event, utilize all the advantages of events including the flexible settings, promote it no less than any other event, easily capture registrations and display the event sponsors, and fully report who your sponsors are with a single report.
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