As you know, you can import all your contacts in your Raklet account and view them on the Contacts section. To manage your members who have official ties with your organization, you can use Membership section. In this article, you can find the details about managing this membership part.
In membership section, you can see your membership plans, the people who have signed up to these plans, their payments and debts. Let's take a closer look at each part.
You may have different membership plans or a unique standard plan. You can create all these plans, periods of memberships and the membership fee for each type of plan. You can view more info about creating plans from here.
The Subscriptions part is a page where you can see which member is included in which plan. After having created your plans and added related members to these plans, you can see all your members on this page.
For example, you can see that a member called John Hemingway has been added to the Standard Subscription Plan on the 1st March 2018. Also, you can see that the system assigned to him automatically the fee of the related plan.
The payments part is a place where you can view every payment made by your members, whether they are included in a plan or not. The payments made through Raklet will be added automatically here. Also, you can add and keep the record of non-Raklet payments (cash, credit card, transactions) and their receipt numbers.
In Debts part, you can see all the debts assigned to your members from past to present. You can think this page as a chronological table of the assigned debts. it is independent of the payments. This means that even if your members pay their debts, you can still view the related debts here.
When your members click on the payment button in your debt reminder emails, they will see ‘’I want to save my credit card’’ option on the payment page. By choosing this option, they can give a regular payment instruction. In this case, the next membership fee will be automatically withdrawn from their credit card.
In this scheduled payments section, you can view who has given this automatic payment instruction and when will be the next withdrawal.
In new applications section, you can view everyone who has applied for membership through your application form. You can control and approve the applications. Adding a member to a plan is possible while approving his/her application as well. You can read more details about accepting new applications from here.
In this part, you can create your application form as you wish. You can read more details from here.