Everything you need to run a membership organisation

One system for your members, your money and your events, so your team spends less time on admin. Built and supported by OCS Consulting.

Membership and renewals

One record for every member, with their history, organisation, payments and preferences.

Online joining forms that create the member for you
Membership types, tiers, joining fees and pro-rata pricing
Renewals that invoice, remind and chase automatically
Grace periods and reduced access for late renewers
Organisation memberships with primary and finance contacts
Members grouped your way - sites, branches, teams - with filters and bulk changes
Full membership history on every record

Invoices and payments

Get paid online, and always know who owes what.

Card payments through your own Stripe account
Invoices with multiple line items, VAT rates and PO numbers
Credit notes, refunds and discount codes
Instalment plans and donations at joining or renewal
Two-step renewal checkout: pay once, renew automatically, or bank transfer
Invoice pages to issue, record a payment or void
Aged debtors and revenue-by-source reports
Multi-currency invoicing

Events and training

From a free webinar to a three-day conference with breakouts.

Member and non-member pricing, early-bird tiers and discount codes
Multi-ticket basket checkout, or pay by invoice
Waiting lists, capacity limits, cancellations and transfers
Dietary and access needs saved for next time
Exhibitors, call for papers, invitations, catering lists and table plans
Calendar view for staff; add-to-calendar and maps for members
Certificates and CPD awarded automatically after attendance

Email and engagement

Send the right message to the right members and see what worked.

Segments built from any member data
Reusable templates and scheduled sends
Opens, clicks, bounces and unsubscribes tracked
Consent and preferences managed by members themselves
Surveys with answers stored against each member
Engagement scores to spot members at risk of lapsing

Committees, elections and CPD

The governance and professional-development tools professional bodies need.

Boards, councils, committees and special interest groups
Terms of office, retirement dates and attendance
Meetings with an attendance register, agenda and minutes
Nominations, seconders, online ballots and results
CPD logging, targets, carry-over and certificates
Online courses with progress tracking
Awards and grant applications with reviews and payments
Mentoring matches with goals and session logs

A portal members actually use

Members renew, book, pay and update their details themselves, on any device.

Your logo, colours and web address
A digital membership card, added to Apple Wallet or Google Wallet in a tap
Member perks: your own offers, plus a catalogue negotiated for every Membexo organisation
Renew and pay online in a couple of clicks
Book events and download certificates
View invoices, donations and membership history
Vote in elections and manage committee roles
Update details, with changes you can approve first

Make it yours

Your fields, your groupings, your web address - without a development project.

Custom member fields: text, numbers, dates, yes/no, dropdowns, documents and more, with your own validation rules
Fields appear on the member record, the portal profile and the CSV export
Member groups with your own labels - sites, branches, teams, crews - one or many per member
Grouped member views with a health bar per group, so the sites with lapsed members stand out
Your own domain for the portal, such as members.your-org.org
Roles built from a single permission catalogue, so staff see only what they should

Mobile app

An app your members will keep on their phone

Membexo comes with a members’ app for iPhone and Android, in your organisation’s name, logo and colours. Their card, events, CPD and perks, without opening a browser.