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Members

A short course in 14 articles. Each starts with the answer.

  1. Adding a member

    To add one person, go to Members and press Add a member. A full name and their email is all it needs.

  2. Households

    One person pays and everyone in the household is a member. Each person still has their own record and card.

  3. Your member list

    To find someone, go to Members and type a name under Find a member. Press a tile or Filter and sort to see one group, and Download this list to get them as a spreadsheet.

  4. A member’s record

    Everything about one member: their details, household, payments, events they came to, and every email renuzy sent them.

  5. Importing your member list

    To bring your whole list in, go to Members, press Import and choose your spreadsheet. Nothing is saved until you have seen a preview.

  6. Moving from another membership tool

    Upload an export from Mailchimp, Join It, WildApricot, ClubExpress or MembershipWorks, or paste a Google Sheets link.

  7. Your data check

    To find what is missing from member records, go to Members, then Data check. Fix the biggest problem first, one person at a time or all at once with a file.

  8. When someone cannot sign in

    A member whose email changed asks the club; an officer checks it is them, then updates it.

  9. The members directory

    A list members can see of each other, if your club switches it on. Each member chooses whether they appear.

  10. Approving new members

    If your club approves each new member before they pay, applications wait for you. Approve sends a welcome with their link to pay; Decline sends a polite note.

  11. Printing membership cards

    Print one member’s card, or a sheet of cards for everyone, on plain paper or card stock. Wallet size, eight to a page.

  12. Keep members: rescue notes

    Each week renuzy drafts a short personal note to members who may not renew. You edit and send it, call them instead, or put it aside.

  13. Feedback forms

    Short forms renuzy sends the day after a shift, event or meeting, a month after joining, or when someone leaves.

  14. The suggestion box

    Members send the club an idea from their page, with their name or without. You mark each one and can reply to a named member once.

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