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You are viewing a membermojo help page. Take a tour to see what we do.

Welcome to membermojo!

To get you up to speed, all pages include prompts and are often supplemented through the Help menu.

The Help Index contains sections for the initial task of Setting up membermojo and the more routine Membership Administration.

Help viewed in a popup window can be can be moved by clicking and dragging the title bar or closed by clicking . Click the title to open the help in a new browser tab.

Getting started

The free trial is fully functional including making the system live to members.

If you have not done so already read the Tour pages for an overview of our features.

For administrators membermojo can be thought of as two parts, each with their own menu - Settings and Members.

Settings

Settings allows you to configure membermojo for your organisation - such as the membership categories you offer, your logo or the contents of welcome pack email. Once set up you will rarely revisit this section.

We recommend you visit each page under Settings to familiarise yourself, but if short on time you will need:

  • Organisation for contact details and logo.
  • Payment & Memberships for membership categories and payment methods.
  • Member Form to set up the fields that appear on your membership form.
  • Welcome Pack & System Email to change the text that gets sent to new or renewing members in email.

Members

The Members section provides functions for managing your membership. This is where you'll find everything related to members, their payments and activities. This is the page you'll visit most frequently during normal use.

To import existing members see Importing Members.

First time use

After registering a new organisation your name and email will have been used to create the first member record (see Member List). This member will have been set up as an administrator with an example 'Adult' membership.

Once you have set up your organisation you will need to revisit and update your member record.

Going Live

Your service is not open to members until you complete basic configuration and visit the Make Live page.


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