Once registered, the member can login to the member only portal where you can tailor different information for different individuals according to their membership type, special interest group, branch and more.
Members can view, add and update their personal information, reset their password and access membership certificates or other templates loaded.
Members can easily view upcoming events, manage events they have registered for and access important event information all from the member portal.
Members can earn CPD / CEU points by viewing activities such as articles or videos; take an online multiple choice questionnaire and receive a branded certificate that loads to their profile.
Purchase or access training material loaded to your community with the option to take an assessment thereafter to receive a certificate of completion.
Members can view their financial statements, pay outstanding invoices online and access copies of previous invoices for membership fees and other financial transactions.
If you offer the option to become a designated or credentialed member of your organisation, members can apply online and view the status of their application.
Search your database, view member's contact, CPD, designation, training or other information. Send direct communications to a member and more.
Additionally, at the completion of each course, a green Certificate button will appear, allowing you to immediately download the certificate. If this doesn’t work, it may be due to your popup blocker on your web browser. In any event, they are stored in your profile.
Admins can view a range of branded email templates, setup email and SMS campaigns, filter the database to send to specific members by type, special interest group, demographic and more.
Setup events with multiple sessions, profile events and sessions according to membership type, special interest group and more - require payment or make the cost to attend the event more for non-members.
Add new courses to your member portal with the option to profile which members can view or access this material, require payment or make the training free. Manage member results and pull training reports.
Easily setup a membership or designation application process. Assign reviewers, assessors or moderators to applications. View where members are in the membership or designation application process.
Add new CPD activities for members to access. Pull various reports on your live CPD activities. Manage member CPD points by sending automated current CPD point status reminders and more.
get key insight by engaging with your members through the use of branded surveys. You have the option to save the members response against their profile for future reference, or make the survey anonymous if need be.
Easily setup and extract a report of your individual and corporate database. Tick or untick which fields need to show in the report and download to CSV or Excel format.
View outstanding invoices, remind members to pay. issue bulk invoices and more. Want to automate it? No problem, setup triggered renewal reminders with the option of generating an invoice after payment.
We integrate with various marketing tools to ensure you can communicate with your members through events, courses and email and SMS campaigns. These communications can be targeted to specific segments of your membership and branded, ensuring you maintain your own voice and solidifying your brand.
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