Membership General Settings

Information on the General Settings area for Membership, including setting renewal reminder dates (formerly Global Settings)

Membership General Settings control the notifications and reminders sent to your members, including renewal notification dates. Here, you can nominate a membership coordinator by adding their email address, grant roles that allow members to search for others, exclude specific email addresses from receiving system emails, and schedule renewal email reminders.

To configure your General Settings, navigate to Membership in the top menu bar, select Settings, and then choose General Settings from the left-side menu.

• Membership Coordinator Email
• Excluded Email Address
• App Viewer Roles
• Expiry/Renewal Reminders
• Current Membership Number
• Show Company in Members List
• Xero Account Code
• Organisation Type
• Datasets Tab Name
• Membership Signup/Renewal Page Configuration

Membership Coordinator Email

You will need an email address on your own domain.  Don't use a public email address like Gmail, Yahoo or Hotmail etc.  This email address will be used as the 'from' address for some system generated emails. Please ensure your domain at least has a valid SPF record which allows our SMTP servers to send email on your behalf (our include should form part of your SPF record: include:_spf.telligence.net.au). If you're unsure about this, please contact our support team.

Excluded Email Address

The email addresses entered in this field will be excluded from any notification emails sent by the system

Expiry/Renewal Reminders

Here you can add and delete reminders to Members that their Membership requires renewing.

• ADDING A RENEWAL REMINDER 
  • As your Members approach renewal time, you can set automatic reminders to be emailed to them to ensure that they remain financial Members with you. 
  • You can set the amount of days before, or after Membership expiry that you would like reminders to be sent.
  • To add a Renewal Reminder, click in the blank field under the "Add Reminder" section, and enter the number of days. 
  • Select from the drop down list if you would like the reminder to be sent before or after the expiry date.
  • Click the + when you have completed the fields to add the reminder to the list.
  • IMPORTANT: You must click save on the bottom of the screen to save all changes to renewal reminders or they will be lost when you exit the screen.

• DELETING A RENEWAL REMINDER
  If you wish to delete a Renewal Reminder, click on the trash can next to the reminder

Current Membership Number

The current Membership Number. You can start your Membership numbers from whatever number you prefer- This will need to be set prior to the first member joining.

Show Company in Members List

Xero Account Code

You can enter your Xero income account code under Organization Setting > Payment and Gateway Setup. More details on Site and Organisation Settings

Organisation Type

This field gets used in Site Details, Club Info on the App and Membership Report widgets

Datasets Tab Name

This allows you to provide a custom name or label for the datasets tab in Mysite/Dashboard