Memberships
Get started with Memberships.
Membership Introduction and OverviewLearn how to set up, manage, and maintain membership schemes using Donorfy’s membership tools.
Allow Access to MembershipLearn how you can allow your users access to Membership.
Set Up Membership ProductsLearn how to create the membership products you need and understand how each product supports benefits, reporting, and membership management.
Upload Memberships and MembersLearn how to upload memberships and add up to six members per membership using the data preparation template.
Understand Membership Paid Up to DateLearn how the Paid Up to Date value is calculated for membership recurring payment instructions (RPIs) and how it helps identify missed or late payments.
Bulk Cancel MembershipsLearn how to bulk cancel membership recurring payment instructions (RPIs) for non-paying members using membership status rules and the bulk cancel feature.
Update Membership StatusLearn how Membership Status Rules automatically assign statuses to memberships so you can manage overdue or cancellable memberships consistently.
Change Membership PricesLearn how to update membership prices by identifying affected memberships, setting pending prices for review, and applying new prices to future payment collections.
Membership and Members ListsLearn how Membership Lists and Member Lists work, what information they contain, and how they help you analyse memberships and member details.
Manage Common Membership TasksLearn how to answer the most common “How do I…?” membership questions.
Membership AnalyticsLearn how to use Membership Analytics to understand your active memberships, new joiners, cancellations, and monthly changes across your Membership Products.
Create a Membership FormLearn how to build and configure a Membership Form so supporters can purchase a membership for themselves or as a gift, using payment cards or Direct Debit.