Managing Your Members and Membership Database | Membership Management Software

Member Check In

Learn about how you can Check In your Members

Written by Mitch Colleran
Updated over a week ago

What to do after a Bulk Import is done

Your Bulk Import is complete - now what?

Written by Leah Pelkey
Updated this week

How Member Renewals work

Learn exactly how you can help Members can renew their Membership.

Written by Leah Pelkey
Updated this week

Set Merge Rules to Automatically Merge Members

Learn about how your can select your Merge Rules to Automatically Merge Members and Prevent Duplicates

Written by Mitch Colleran
Updated this week

Pre-filling information on the Membership Form

Learn how you can pre-fill information on the Membership Form when linking from your site.

Written by Mitch Colleran
Updated this week

Preventing Duplicate Membership Records

Learn about Join It's tools and features for preventing duplicate membership records

Written by Mitch Colleran
Updated over a week ago

Adjust the Primary Field of your Members

Learn about the different settings for the Primary Field on Membership records.

Written by Mitch Colleran
Updated this week

View of a Membership record for Organization admins

Details on what a Membership record will display within your Membership Database

Written by Mitch Colleran
Updated over a week ago

Creating and Managing Discounts for your Members

Learn how to create and manage discounts, trials, and coupons for your members

Written by Mitch Colleran
Updated over a week ago

Tracking the status of members

Learn how to track the different stages of your members. We help track the entire life-cycle of your members.

Written by Mitch Colleran
Updated over a week ago

Collecting Donations from your Members

Learn more about how Join It supports Donations

Written by Mitch Colleran
Updated this week

Digital Membership Cards

Learn more about providing Digital Membership Cards to your Members

Written by Mitch Colleran
Updated over a week ago

How do I manually add a member?

Adding a member to your database through your Join It administrator account

Written by Leah Pelkey
Updated this week

Importing your Members

Learn what information needs to be provided to Join It in order to get your members imported.

Written by Mitch Colleran
Updated this week

How do I delete a member from my organization?

Clean up membership data by removing it from your member table

Written by Mitch Colleran
Updated over a week ago

How do I export my member data?

Learn how to pull your complete membership table into a CSV file for deeper analysis.

Written by Leah Pelkey
Updated over a week ago

Relationship between Memberships and Accounts

More complex organizations might be interested in reading a detailed explanation of Owners vs Memberships

Written by Mitch Colleran
Updated over a week ago