MyMembershipManager allows you to create various groups out of a list of participants. These may be members who meet as a group on a regular basis, such as a youth club or a Leadership Team. There may also be groups of people that you want to work with easily within MyMembershipManager, such as those people who have asked to be emailed regular news about a specific project or activity.
You can use this facility in MyMembershipManager to group members together, record a group’s monthly fee and organise meetings and attendance. You can even use the integration with 365 to create a group in Microsoft Teams for video calls and online chats.
To create a group, click the Groups menu at the top of the page. You will see this screen:
As you can see, we have already created a ‘Finance group’ in this example. To add a new group, click the 'Add new+' button at the top left of the page. You will see this screen:
Enter the group’s name and a description if needed. You can set a group type for the group as well.
If the group has a membership fee, you can set the fee and how often it is due to be paid by clicking the dropdown menu and selecting the fee frequency. If you are setting a fee for the group, be sure to check the ‘A fee is charged’ tick box so that you can easily manage when the payments are made.
You can also set other things for the group; You can tick the ‘keep attendance’ box if you would like to track the group members’ attendance, and you can also set whether the leader(s) of the group need to have a valid DBS check certificate.
To add people to the group, click the ‘Group Members’ tab, and click the ‘Add multiple members+’ option.
You will see a ‘members’ dropdown menu as shown here:
Tick the box next to the name of each member that you would like to add. Once all members are selected tick the ‘allow email notifications’ checkbox and then click the Save button to add these members to the group.
If you have a fee set up for the group, you can track who has paid and who has not paid on the ‘fee’ tab.
Click on the Fee tab.
You will see a list of all the members of your group with the due dates of every occurrence of the fee, and the status of their fee next to it (outstanding, overdue, or paid).
To show that a member of a group has paid their fee, click the ‘Paid Amount’ button.