If you are new, read getting started and then take payments. Those two get an organization from nothing to collecting dues.
Setting up
- Getting started — create the organization, verify your email, pick your address, sign in
- Take payments — connect Stripe so money lands in your own bank account
- Bring your members across — what we need from your old system and what happens to it
- Staff logins and security — who can sign in, what they can do, and signing out everywhere
Members
- Members — adding, editing, categories, the contact log, and getting one back after a delete
- Membership tiers — the levels of membership you offer, and what each one costs
- Statuses, lapsing and reinstatement — what active, lapsed, suspended and cancelled actually mean
- The member directory — who appears, what shows, and putting it on your own site
Money
- Dues and renewals — schedules, what a renewal invoice buys, and when the next one goes out
- Invoices — sending, voiding, recording a payment that arrived by cheque
- Chasing overdue dues — what Sembr sends, when, and how to stop it
- Autopay — letting members put a card on file
- Tax and document numbers — rates, registration numbers, and what appears on an invoice
Your members' own access
- The member portal — sign-in without a password, and installing it to a phone
- Community — the member-to-member layer, and how moderation works
- Events — registration, capacity, and checking people in at the door
Talking to members
- Email templates — changing the wording your members receive
- Campaigns and consent — sending to many people without breaking CASL
Ask Sembr
- Ask Sembr — what it can answer, what it will not touch, and your monthly allowance
Your data
- Export everything — JSON, CSV or SQL, whenever you want, no ticket
- Privacy requests — handling a member asking for their data or asking to be erased
Developers
- The REST API — tokens, endpoints, and what is not there yet
- Embeddable widgets — your directory, events or a join form on the website you already have
Elsewhere
- Frequently asked questions — pricing, security, compliance, migration
- Glossary — every acronym and Sembr term, spelled out
- Changelog — what shipped and when
- Trust centre — our security and privacy commitments, and their real status