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Members help

Memberships, renewals, dues, events, check-in and membership cards.

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How to

Adding a memberCreate a membership by hand from the Members page — choose the level, enter the person or organization, and record payment if you already have it.Guide
Adding, snoozing and closing tasksAdd a task of your own from Home or the Tasks page, and use the menu on any task to mark it done, snooze it, dismiss it or bring it back.Guide
Approving a pending applicationFor levels that need approval, a new member stays Pending until staff click Approve on their record. Once approved and paid, the membership becomes Active.Guide
Branding your membership cardSet the name, colours, logos and artwork on your members' wallet cards, and check how the card looks on an iPhone and on Android.GuideAdmins only
Bringing a lapsed member backReinstate a lapsed membership from the member record, choosing whether continuous service restarts today or resumes from when it ended.Guide
Building your renewal questionsChoose what members are asked while they renew, how often each question is asked, who sees it and what an answer does, then publish the set as a new version.GuideAdmins only
Changing a member's levelMove a member to another level of the same type, either at their next renewal or immediately, with the price difference invoiced or handled by your downgrade rule.Guide
Checking members in at the doorScan membership cards and event tickets or find people by name in Check-in mode, which keeps working without a signal once the door list is downloaded.Guide
Choosing how memberships renewSet your default term (anniversary, fixed date or rolling monthly), the renewal window, grace period, good-standing rules, level-change and reinstatement rules in Terms & renewal rules.GuideAdmins only
Creating an eventSet up an event with its dates, place, who can register, a price for each membership level, and any continuing-education credits, then publish it.Guide
Emailing event attendees and exporting registrationsSend one email to everyone registered for a published event, or download the registrations as a CSV file. Both are recorded in the audit log.Guide
Finding members and acting on a group of themSearch and filter the Members list by status tab, level and good standing, then select rows to send a renewal, email, create tasks or export.Guide
Inviting your teamInvite colleagues by name and work email from Users & roles, and choose whether each is an Org admin or an Org editor.GuideAdmins only
Overriding a member's status or good standingSet a member's status to Active or Lapsed, or their good standing in or out, by hand when the facts cannot express it. An override needs a reason, stays until cleared, and is written to the audit log.Guide
Printing renewal notices with a codeFor members email does not reach, print renewal notices from Renewals. Each has the amount, a web address and a code to renew online, and a slip to return with a cheque.Guide
Recording a payment that didn't come through the websiteLog a cheque, e-Transfer, cash or other payment against an open invoice, from the member record or Dues & invoices.Guide
Registering someone for an event, or cancelling a registrationAdd a registration by hand from an event's Registrations tab at the right rate for that person, or cancel one with the Cancel button on its row.Guide
Renewing early or issuing a renewal invoiceFrom the member record's More menu, renew a current member before their renewal is due, or issue the renewal invoice now and renew when it is paid.Guide
Renewing on a member's behalfRenew a member who calls, writes or pays by cheque — answer their renewal questions for them, record the payment or leave the invoice open, and renew.Guide
Seeing who has actually added their cardThe Membership cards page shows which members carry their card, who never added it, and lets you send the link again, reissue or void cards.Guide
Sending renewal noticesSet the sequence of renewal emails that goes out around each member's renewal date, give a level its own sequence, and send a notice by hand.Guide
Setting up Microsoft sign-in for your organizationConnect your Microsoft Entra tenant, verify your email domain with a DNS record, decide who gets which role, then choose a sign-in policy in Sign-in & security.GuideAdmins only
Setting up your membership levelsCreate the levels you offer — who each is for, its price and term, tax treatment, approval, progression and visibility — in Organization Settings → Membership levels.GuideAdmins only
Setting your dues and tax treatmentDues and GST/HST are set on each membership level — the price, the tax treatment and the tax code — in Organization Settings → Membership levels.GuideAdmins only
Signing in to MembersEnter your work email, then type the six-digit code emailed to you, or continue with Microsoft if your organization uses it. There is no password.Guide
Signing out other devicesSign out any of your own devices from Your devices, or, as an Org admin, sign out anyone's session in your organization from Active sessions.Guide
Suspending, resigning or closing a membershipUse the More menu on the member record to suspend a membership, lift a suspension, record a resignation or close a membership. Each needs a reason, and closing cannot be reversed.Guide
Taking a donation alongside duesAdd an optional Add-on question to your renewal questions so members can give a donation, which is added to their renewal invoice as its own line.GuideAdmins only
Turning on membership cardsOffer members a membership card for Apple Wallet and Google Wallet once 2Labs has registered your organization with Apple and Google.GuideAdmins only
Turning on the member portalSwitch on the member portal in Terms & renewal rules so members can sign in at any time with their email address and a code, and see their membership, details and invoices.GuideAdmins only
Voiding an invoiceVoid an unpaid invoice from Dues & invoices when it should not be paid. Only an invoice with no payment recorded against it can be voided, and the reason goes to the audit log.Guide
Working the Renewals queueRenewals lists every membership that needs something, soonest first. Use the filters to pick a part of the queue, then act on one row or on several at once.Guide

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