Members and renewals

AccuMembership bills renewals on schedule and sends the reminders itself. Each membership type bills on a recurring cycle, such as monthly or annual, or as a single lifetime payment, and each member’s renewal date is calculated from their start date. With auto renew on, the member rolls into the next cycle and is billed. With it off, the membership ends when the period does.

Reminders go out before each renewal date at the lead time you set, and the dashboard lists the renewals coming up and the memberships about to expire, so the calls to members at risk happen before the date. When a member wants a different plan, they switch in their portal, either now or at the next renewal. For the strategy side of keeping members, our guide to membership retention strategies covers onboarding, reminder timing, and win-back campaigns.

Dues and payments through your own Stripe account

Dues go straight to your organization. You connect your own Stripe account through Stripe’s authorization screen, choose the currency, and decide whether members pay by card, by invoice, or both. AccuMembership never stores or handles full card numbers. Stripe is the only payment gateway AccuMembership supports.

Every membership purchase and renewal creates an invoice in your own design, and every invoice carries a paid, pending, or overdue status you can filter on. Members you never bill, such as sponsors, staff, or board members, get a complimentary status. Before anyone is charged for real, you can connect a Stripe test account and run practice payments.

Conferences and events with member pricing

Member pricing for your conference needs no manual check against the roster. With Conference Tracker connected, you set discounted registration rates by membership level, and when a member registers through Conference Tracker, the rate for their level applies automatically.

Event details from Conference Tracker then appear inside AccuMembership, members browse and register for events from their portal, and an event can be limited to certain membership plans. Your staff open Conference Tracker from their AccuMembership menu with single sign-on. Attendance tracking and continuing education certificates run in Conference Tracker, Engineerica’s event management software for associations, which is licensed separately; organizations using both receive a discount on the AccuMembership annual subscription.

Donations and fundraising

Members can give where they already pay you. AccuMembership adds a donation option to the membership renewal page or to your association’s webpage. For a specific project or cause, you create a fundraising campaign, invite members to contribute through email campaigns, and follow donations and campaign progress in AccuMembership’s reports.

A member directory where members stay in control

A searchable directory helps members find and contact one another, and you decide whether only members can see it or the public can. Each member chooses which contact and profile details to share and which to hide. Members also update their own contact information in the member portal, so your staff are not the ones retyping every change.

Member communications

Member email goes out from the same system that holds your member list. The Email Manager sends mass email directly from AccuMembership: association news, announcements, fundraising updates, upcoming event information, and membership notices.

The routine messages send themselves. Welcome emails, renewal reminders, payment confirmations, and failed or overdue payment notices go out on their own, in wording you write once and can change at any time.

Reports and finance

AccuMembership reports Total Sales by Membership Type, a Membership Revenue Summary, and Active Membership. Its dashboard compares expected with actual revenue for the last six months, so you see how much of what members owe has arrived.

For your accountant or auditor, every list exports to Excel, from members and membership changes to invoices and payments. The membership change history shows every renewal, upgrade, and cancellation.

Your membership website and member portal

You publish your membership site without writing code. AccuMembership’s drag-and-drop designer builds it from blocks made for membership sites, such as membership tiers, benefits, member testimonials, and announcements, and you share it at its own link or embed it in the website you already have. The tiers block reads its prices from your membership types, so the public page never shows an old rate.

Behind the site, each member has a portal that shows their membership level, expiration date, next renewal, and any unpaid balance, with their invoices, receipts, and payment history ready to download. A member can also cancel there and keeps access until the end of the period they paid for.