Everything your membership team needs
Four connected tools that turn your roster into renewals — and flag at-risk members before they lapse.
A searchable, company-scoped directory of every member business — logos, categories, contacts, status, and join dates. Link members to event attendees so member businesses are recognized automatically.
Define membership tiers (Bronze, Silver, Gold) with monthly, annual, or one-time billing. Generate dues invoices in bulk and track renewals — fully isolated from your EventFlow subscription billing.
Issue and track dues invoices with clear unpaid, paid, and overdue states. Members can pay online, and overdue invoices are flagged automatically as renewal dates pass.
An automated nightly engagement score (0–100) and churn-risk band for every member, based on event attendance and dues status — so you can win back at-risk members before they lapse.
How to set it up
- 1
Enable the Membership feature
A platform admin turns on the feature_membership flag in Feature Management. This unlocks the Member Directory, Dues & Renewals, Member Invoices, and Member Health Score pages for your company.
- 2
Add your members
Open Member Directory and add your member businesses — business name, category, logo, contact details, and membership status. You can also link members to event attendees so member pricing and rollups work automatically.
- 3
Create membership plans
In Dues Management, define your membership tiers and dues amounts with a monthly, annual, or one-time billing cycle.
- 4
Generate dues invoices
Use Generate Invoices to bulk-create dues invoices for a billing period. Members appear in Member Invoices where you track unpaid, paid, and overdue status and accept online payments.
- 5
Review member health
Open Member Health Score to see churn risk across your membership. Scores recalculate automatically every night, or hit Refresh Scores to update on demand.
Good to know
- Member dues billing is fully isolated from your EventFlow subscription.
- Health scores recalculate automatically every night — or refresh on demand.
- Everything is company-scoped: each chamber only sees its own members.
- Company Admins can hide the module anytime under Workspace Preferences.
Membership FAQ
How chambers and associations set up and run membership in EventFlow.
