Features

Everything your association runs on

The admin console your staff work in, the portal your members use, and the connections to your website and payments.

An event page in the member portal on a phone: a webinar on the 2027 fee schedule, with the date, time and CE credit.
A member record in the admin console: contact details, practice, membership type, member number, expiry date and interests.

Members

Every member on one record

Each record holds the member's practice, membership, payments, events, emails and staff notes, with their activity in order. Search, filter and save views, then act on a whole group at once.

  • Online applications with a review queue for staff
  • Membership types for managers, practices and partners
  • Filters, saved views and bulk actions
  • CSV import and export
  • A member directory with privacy settings for each member
The membership page in the portal on a phone, with a digital membership card showing the member's name, practice, member number and a QR code.

Dues and renewals

Dues, renewals and invoices

Give each membership type its own price, grace period and auto-renew setting. Members pay online by card or ACH, and every payment, refund and invoice sits in one ledger.

  • Stripe Checkout, paid into your association's own Stripe account
  • Renewal reminders, grace periods and lapse handling
  • Renewals and upgrades members do themselves in the portal
  • Checks and cash recorded by staff
  • A digital membership card members can show on their phone
The events page in the admin console: upcoming registrations, event revenue, attendance rate and cards for each upcoming event.

Events

Events, from early bird to check-in

Build an event with ticket types, an agenda, speakers, sponsors and your own registration questions. Members get member pricing when they sign in, and every attendee gets a ticket for Apple Wallet.

  • Webinars, meetups, workshops and conferences
  • Early bird pricing and promo codes
  • A waitlist that tells staff when a seat opens
  • Check-in by camera, kiosk check-in and badge printing
  • Registration, revenue and attendance reports
The CE credits page in the portal on a phone: verified credits, credits earned this year and the yearly goal.

CE credit

CE credit without the paperwork

Credits post to a member's transcript when they check in at your sessions. Members log courses they took elsewhere, staff verify them, and members print their own certificates from the portal.

  • A yearly credit goal, with each member's progress
  • Outside credits checked by staff before they count
  • Printable certificates and a transcript export
  • A monthly report of the credits issued

Your BPMA membership renews on Mar 15, 2027

From Bayside Practice Managers Association

A renewal reminder email from a sample association, addressed to Melissa, with her membership details and a Renew my membership button.

Email

Email that comes from your association

Start from one of eight ready-made designs, change the words and send to any group of members. Renewal reminders go out on their own, and automations handle the other routine emails once you set them up, like welcome series and event follow-ups.

  • Designs for welcomes, newsletters, invitations, last calls, thank-yous, renewals, win-backs and portal launches
  • Segments, merge fields and scheduled sends
  • Delivery, open and click rates for every campaign
  • Automations that start when someone joins, registers, nears renewal or lapses

Set up the year-round emails once

Each one is a series of emails and staff tasks, started by something that happens to a member: joining, registering, nearing renewal or lapsing.

Six automations with their triggers and results: new member onboarding, renewal reminders, lapsed member win-back, event registration follow-up, post-event survey and CE certificate, and application received.
The discussion forum in the portal on a phone, with categories such as billing and insurance, and HR and staffing.
The job board in the portal on a phone, listing a practice administrator opening and an aesthetic coordinator opening.

Community

A place for members to help each other

A members-only forum where managers ask the questions other practices have already solved, with categories, pinned threads and moderation. Committees get their own workspace, and practices can post jobs.

  • Discussion forum with moderation tools
  • Committee workspaces
  • A job board, with each posting approved by staff
  • A resource library for templates, slides and recordings
The revenue summary report: $74,758 collected this year, split into membership dues, event registrations and sponsorships, with a chart by month.

Reports

Reports the board asks for

Thirteen ready-made reports cover membership, money, events, engagement and CE credit. Run one, export it, or schedule it to land in someone's inbox.

  • Membership roster, renewals forecast and lapsed members
  • Revenue summary and dues aging
  • Event attendance and revenue
  • A custom report builder
Branding settings: the colors your website widgets use, the badge letters and the email footer, with a live preview of the widgets and an email.

Integrations

Connected to your website and your tools

The portal carries your association's name and badge on a web address of its own. Your current website can show your events and join form, and developers get a JSON API and webhooks.

  • Event listings and a join form for your website, in your colors
  • A JSON API with public and server keys, plus webhooks
  • Apple Wallet passes and calendar files for events
  • AI assistants like Claude and ChatGPT, limited to what each person's role allows
  • Card and ACH payments through Stripe

See it with your own association in mind

Book a demo and we'll show you the parts that matter to you, using a sample association's members, events and emails.

Book a demo

Each association gets its own database