The Memberships menu is long because the module covers selling, collecting and reporting. Here is what each item is actually for.
Day to day
| Screen | Use it to |
|---|---|
| Membership Dashboard | See the headline numbers and the Needs attention strip. |
| Members / Subscribers | Find a member, create one, check who is on automatic payment. |
| Accounts Receivable | See who owes money and how long it has been owed. |
| All Transactions | Every ledger row across the organisation. |
| Card Transactions | Just the card activity. |
| Stripe Payments To Review | Payments taken in Stripe that could not be matched to a member. |
Setting up what you sell
| Screen | Use it to |
|---|---|
| Packages | Build the products, their price bands and their terms. |
| Inclusions | Define what a package entitles somebody to. |
| Vouchers | Create discount and free-trial codes. |
| Settings | Billing details, tax, statement messages, naming, reminders. |
Reporting
| Screen | Answers |
|---|---|
| Recurring Revenue | "What are we making every month?" |
| Cash Position | "What is overdue, and what is coming due?" |
| Sales Report | "What did we bill and collect in a period?" |
| Reports | Exportable lists of members or memberships with your own columns. |
Working inside a tribe
A tribe is one location, branch or business unit inside your organisation. Open a tribe and select Memberships to see its membership dashboard. Use the left-hand menu to choose the dashboard, Members / Subscribers, Card Transactions, Accounts Receivable, All Transactions, Sales Report, Cash Position, Recurring Revenue, Reports or Stripe Payments To Review. These links replace the tabs above the tribe member list, and each screen has its own address that you can bookmark. Select Return To Tribe to return to the tribe dashboard.
The member record itself
Opening a member gives you tabs for Packages, Extra Inclusions, Transactions, Stripe Transactions and Payment Methods. Nearly everything you will do to one member happens on those five tabs.