Membership management software

New members can join in more than one way, and your organization chooses which to enable:

• Your organization's public registration form
• An invitation link sent by an existing member
• A formal application an admin reviews and approves, if your organization requires it

If your organization has more than one chapter, members can choose their chapter directly on the registration form.

If your organization has more than one member type, such as members and volunteers, each type can get its own registration form with its own questions.

Your organization can add its own required and optional fields to the registration form, on top of the standard ones.

After signing up, new members verify their email, select their groups, and complete their profile through a guided first-login flow with a progress bar showing what's left.

Members can sign in with:

• A one-time password sent to their email (the most common option)
• Google, Microsoft, Facebook, or Apple
• A standard email and password

A member's profile includes fields such as name, email, phone, age, town, and profession, plus any custom fields your organization defines.

Members can restrict which of these are visible to other members versus admins only, field by field, though only within limits an admin has already set; members can narrow visibility further, not expand past it.

Your organization defines its own member types rather than choosing from a fixed list, for example member, volunteer, and supporter for a community group, or full member, associate, and student for a professional association. Each type can carry its own required profile fields.

A parent who is already a member can create a child account from their own profile, rather than the child registering independently. Your organization sets a minimum age below which a child cannot self-register, and child accounts link to the parent's automatically.

Orgo detects likely duplicate member records automatically, based on matching names, emails, or phone numbers, and suggests them for review. Merging combines two records into one, letting you choose which data to keep, and the merge can be rolled back for up to 30 days.

The member directory can be shown in three views:

• List
• Gallery of profile cards
• Map, with members located by pin

You can choose not to display the full directory to everyone, depending on how open you want member visibility to be.

Members can be found by:

• Searching by interest or industry
• Filtering by fee-paid status, account status, or chapter

Member data is fully accessible and owned by your organization. Admins with sufficient permissions can export it at any time.

Every export of member data is logged, so admins can see who exported what and when.

Members can pay in two ways:

• By card through Stripe, in more than 120 currencies
• By bank transfer, tracked manually

Membership fee cycles are configurable to fit your organization:

• Monthly, annual, multi-year (e.g. every two years), or lifetime (one-time)
• Different member types can run on different cycle lengths within the same organization
• Cycle start and end dates are configurable, not fixed to the calendar year (e.g. October to September)
• Prorated payments are available for members who join partway through a cycle

If your organization has multiple chapters, you can charge fees in two ways:

• A national fee and a separate chapter-level fee, each processed independently through its own Stripe account
• One combined payment, automatically split between local and national at a set percentage

Admin access in Orgo is split across multiple customizable roles rather than one shared login, so different admins can be limited to only the tools and data relevant to their part of your organization.

Each role can be scoped to:

• Your whole organization
• A parent grouping of chapters
• A single chapter

This lets you give local admins control over their own chapter without exposing other chapters' member or financial data.

Orgo tracks four member statuses:

• Active
• Unapproved
• Inactive - login kept, but the member is prompted to reactivate
• Suspended - access blocked immediately

Status changes access only, never a member's underlying profile or role data.

Orgo sends configurable renewal reminders automatically:

• One month before an annual fee is due
• Seven days before
• On the renewal day itself
• A follow-up about a week after, if still unpaid

Recurring payments also get automatic confirmation or failure emails.

You can put new applicants on a waiting list with priority tiers (high, normal, low) and self-removal enabled by default. When space opens, an admin approves entries individually or in bulk, which sends the applicant an invitation to register.