Members renew their annual fees and vote in elections from a personal link on their phone, and the secretary general knows who has paid, who is late and who can vote.
One member register, annual fees that are billed and collected, general-assembly check-in by card scan, and secret online voting. Try it free with part of your members' data.
21 tasks
What the system does
Member register
Membership categories and branches
Step-by-step join requests
Annual fees
Late payment and suspension
Membership card with QR
Member page via a private personal link (no login)
General assembly
Tasks
01How do I register a new member in the association or syndicate?
Navigate to the Members menu.
Click the Add new member button to open the membership registration modal.
Enter personal information (name, national ID number, date of birth, nationality), contact details, and branch or professional classification.
Set the membership number and join date, then click Save.
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Unions & associations › Members
Permission needed
Associations — Members / Add
02How do I print a smart membership card?
In the Members table, locate the required member.
Click the actions button next to their name and select Print membership card.
The preview window for the membership card opens displaying member photo, registration number, barcode/QR code, and expiration date.
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Unions & associations › Members
Permission needed
Associations — Members / Member card
03How do I view sensitive or confidential member data?
Accessing criminal records, private insurance numbers, financial records, or medical reports of members requires the sensitive data viewing permission restricted strictly to executive management and the secretary general.
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Unions & associations › Members
Permission needed
Associations — Members / View identity and date of birth
04How do I review newly submitted online membership applications?
Go to the Membership applications menu.
Browse applications submitted via the website or public portal.
Click an application to inspect academic qualifications, experience certificates, and attached documents to verify compliance with membership criteria.
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Unions & associations › Membership Applications
Permission needed
Associations — Applications / Review documents
05How do I issue an acceptance or rejection decision on a membership application?
In the Membership applications list, open the reviewed application.
Click the Make decision button.
Choose the decision (Accept and approve, Reject with stated reasons, or Request missing documents), provide decision grounds, and click Confirm.
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Unions & associations › Membership Applications
Permission needed
Associations — Applications / Committee decision
06How do I levy annual subscription fees on members?
Navigate to the Subscriptions & fees menu.
Click the Generate recurring subscriptions button to open the processing modal.
Specify the fiscal year or cycle, targeted member category (practitioner, retired, student), and annual fee amount.
Click Generate fees to post them as due receivables on members' accounts.
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Unions & associations › Fees & Subscriptions
Permission needed
Associations — Fees & collection / Add
07How do I collect annual subscription payments from a member and issue a receipt voucher?
Go to the Subscriptions & fees menu.
Search for the member name or subscription ID and click the Collect fee action.
Specify the payment method (cash, online payment, card, cheque) and collected amount.
Click Confirm collection to update the subscription status to "Paid" and automatically issue a receipt voucher.
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Unions & associations › Fees & Subscriptions
Permission needed
Associations — Fees & collection / Collect fees
08How do I grant a fee waiver to an eligible member?
In the Subscriptions & fees list, locate the unpaid subscription record.
Click the actions button and select Waive fees.
Enter the waiver justification (health circumstances, board resolution, retirement) and attach the administrative decision if applicable, then click Confirm waiver.
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Unions & associations › Fees & Subscriptions
Permission needed
Associations — Fees & collection / Waive or discount by decision
09How do I issue a certificate of good standing or syndicate registration certificate?
Navigate to the Certificates & statements menu.
Click the Issue certificate button to open the certificate generator.
Select the member, certificate type (active membership certificate, experience statement, to whom it may concern letter), certificate language, and recipient entity.
Click Save and print to generate the certificate with a verifiable QR code.
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Unions & associations › Certificates
Permission needed
Associations — Certificates / Add
10How do I establish a standing or ad-hoc committee and appoint its members?
Go to the Committees & task forces menu.
Click the Create new committee button to open the setup modal.
Enter the committee name (e.g., Legal Committee, Social Committee), and designate the chair, rapporteur, appointed members, and powers.
Click Save.
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Unions & associations › Boards & Committees
Permission needed
Associations — Boards & committees / Add
11How do I schedule a meeting for the board of directors or a committee?
Navigate to the Meetings menu.
Click the Schedule new meeting button to open the meeting modal.
Specify the committee or board, date and time, venue (in-person or virtual link), and agenda items.
Click Save and send invitations.
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Unions & associations › Meetings
Permission needed
Associations — Meetings / Add
12How do I record meeting minutes and resulting resolutions?
In the Meetings list, select the convened meeting.
Click the Record minutes & resolutions action.
Record attendance and absences, summary of discussions for each item, recommendations, and adopted resolutions with voting tallies.
Click Approve minutes to record resolutions officially.
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Unions & associations › Meetings
Permission needed
Associations — Meetings / Edit
13How do I document an administrative decision issued by the board?
Go to the Administrative decisions menu.
Click the Issue administrative decision button to open the modal.
Enter the decision number, title, resolution text, rationales, designated execution bodies, and effective date.
Click Save and archive.
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Unions & associations › Decisions & Minutes
Permission needed
Associations — Decisions / Add
14How do I prepare for the annual general assembly?
Go to the General assemblies menu.
Click the Call general assembly button to open the setup modal.
Set the assembly type (ordinary / extraordinary), date and time, legal quorum required, and agenda.
Click Save and announce.
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Unions & associations › General Assembly
Permission needed
Associations — General assembly / Add
15How do I electronically record member attendance at the general assembly entrance?
Open the Assembly check-in desk page.
Scan the member's ID card or search by national/syndicate ID number.
The system verifies fee settlement status and voting eligibility, logs attendance, and updates the live quorum counter on-screen.
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Unions & associations › Attendance & quorum desk
Permission needed
Associations — General assembly / Check in
16How do I set up a new board election cycle?
Go to the Elections menu.
Click the Create new election button to open the election setup modal.
Define the election title, available seats (President, Vice President, Board Members), nomination opening/closing dates, and voting date.
Add the approved list of candidates for each seat, then click Save.
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Unions & associations › Elections & Referendums
Permission needed
Associations — Elections / Add
17How do I oversee live voting on election day?
Open the Election management desk page.
Election polling staff receive members to verify identity and issue digital or paper ballots.
Member voting is recorded to prevent duplicate votes and display live turnout rates without disclosing ballot selections.
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Unions & associations › Election desk
Permission needed
Associations — Elections / Run the election (freeze, open, close, links)
18How do I tally votes and announce final election results?
In the Elections list, open the election cycle after voting closes.
Click the Tally and announce results action.
The system tallies votes automatically and generates a certified tally report ranking winners by vote count and percentage per seat.
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Unions & associations › Elections & Referendums
Permission needed
Associations — Elections / View results after closing
19How do I broadcast an urgent circular or announcement to all members?
Navigate to the Circulars & announcements menu.
Click the Create new circular button to open the message modal.
Select target segment, circular subject, message body, and attachments.
Click Send circular to dispatch via email, SMS, and member portal.
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Unions & associations › Circulars
Permission needed
Associations — Circulars / Send
20How do I generate statistical and financial reports for the association?
Open the Association & syndicate reports page.
Select the required report (Subscriptions & collections report, member distribution by branch report, general assembly attendance report).
Click View report or Export Excel/PDF.
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Unions & associations › Reports
Permission needed
Associations — Reports / View
21How do I configure association settings, membership rules, and dues?
Open the Charity settings page.
Configure general settings: internal bylaws, board term duration, membership tier rates, and eligibility criteria.