Getting Started

Creating people records
Creating people records is a good place to get started with your MyMembershipManager account. To do this: Go to the Member menu at the top of the screen. ...
Mon, 20 Sep, 2021 at 12:35 PM
Adding contact information/correspondence
You can add contact information for your members on their record. Select a member from your list of member records. Click the ‘Phones, Emails etc.’ tab. Y...
Mon, 20 Sep, 2021 at 12:35 PM
User fields
User-defined fields allow you to extend the MyMembershipManager database to include almost unlimited customisable information on the people and families wit...
Mon, 20 Sep, 2021 at 12:36 PM
Creating groups
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 ...
Mon, 20 Sep, 2021 at 1:16 PM
Scheduling a meeting
On the 'Meeting' tab of the 'Groups' screen it is possible to record the dates and times that the group is going to meet. Here is a group’s ...
Mon, 20 Sep, 2021 at 1:15 PM
Skills
The 'Skills’ module of MyMembershipManager allows you to keep a record of the people or families who have any kind of helpful attributes. For instance, ...
Mon, 20 Sep, 2021 at 12:36 PM
Adding a skill member
You are able to add a skill member on the Skills screen. Click the skill to which you want to add a member and then click the ‘Skill Members’ tab. &...
Mon, 20 Sep, 2021 at 12:36 PM
Creating a task
The Tasks screen holds details of the various tasks that need to be achieved, perhaps lawn-mowing, arranging flowers, phone duty, leaflet distribution etc ...
Mon, 20 Sep, 2021 at 12:36 PM
Creating Shifts
As tasks are usually something that need to be done regularly, for example, gardening, reading rotas etc, you can create shifts in MyMembershipManager to he...
Mon, 20 Sep, 2021 at 12:37 PM
Creating users
You are able to create user accounts with specific permissions such as read only access, or access to specific pages only.  &...
Mon, 20 Sep, 2021 at 12:37 PM