Simple Membership Documentation
Home
How To Login
User Guides
For Members
My Profile
Personal Details
Groups
Events
Payments
Emails
Autosave
My Calendar
Renew Membership
Groups
Group Details
Summary by Category
Summary by Day
Groups with Vacancies
Email Leader
Autosave
Apply to Join a Group
Events
Events List
Email Event Organiser
Autosave
Apply to Join
To Groups
Email Group Members
Autosave
View Group Details
Group Finance
Group Finance Method 1
Edit Group Finance Details
Group Finance Summary
Add Group Finance Return
Group Finance Method 2a
Group Finance Summary
Add Meeting Attendance Report
Edit Meeting Attendance Report
Add Bank Payment Report
Edit Bank Payment Report
Group Finance Method 2b
Group Finance Summary
Meeting Reports
Online Payment Form
Online Payment Transactions Form
Manage Group Members
Add Group Members
Remove Group Members
Appoint Group Leader/Convenor
Manage Waiting List
Edit Group
General
Meetings
Group Content
Creating the Content
Adding a Link to a Document
Adding a Link
Inserting Pictures
Inserting an Image Gallery
Inserting a Table
Adding Media Files
Add Event
Edit Event Details
Edit Event Name
Edit Event Category
Edit External url
Appoint Event Buddy
Edit Event Date
Edit Event Time
Edit Event Duration
Edit Venue
Set Maximum Attendees
Set Maximum waiting list
Set Meals Included
Set Guests Allowed
Set Sign Up Mode
Edit Event Content
Add a link to another page
Add an email link
Add a link to a document
Upload and Add an Image
Add a gallery
Add a banner to an event page
Manage Event Attendees
Add Event Attendees
Remove Event Attendees
Appoint Event Organiser
Manage Waiting List
View Event Details
Print Event Attendee Details
Create pdf Event Register
Create Excel Event Register
Email Event Attendees
Autosave
Cancel/Reactivate/Hide/Delete an Event
Manage Event Finance
Event Finance Summary Table
To Events
Add a new all member Event
Edit Event Details
Edit Event Name
Edit Event Category
Edit External url
Appoint Event Buddy
Edit Event Date
Edit Event Time
Edit Event Duration
Edit Venue
Set Maximum Attendees
Set Maximum waiting list
Set Meals Included
Set Guests Allowed
Set Sign Up Mode
Edit Event Content
Add a link to another page
Add an email link
Add a link to a document
Upload and Add an Image
Add a gallery
Add a banner to an event page
Manage Event Attendees
Add Event Attendees
Remove Event Attendees
Appoint Event Organiser
Manage Waiting List
View Event Details
Print Event Attendee Details
Event Finance Screen
Event Finance Summary
Event Attendees Payments Grid
Receiving Payments
Removing & Refunding Attendees
Edit Attendees
Sending a Payment Request Email
View Event Transactions
Edit Event Finance Details
Add Bank Payment
Create pdf Event Register
Correcting Errors
Create Excel Event Register
Email Event Attendees
Autosave
Cancel, Hide, Reactivate or Delete an Event
Manage Event Finance
Event Finance Summary Table
Event Attendees Payment Grid
Sending a Payment Request Email
Marking a Member as Paid
PayPal Payments
Removing and Refunding Attendees
Payments Grid - Edit Event Attendees
Discounts, Guests & Comments
One Member to Pay for Two
Add Event Bank Payment
Edit Event Finance Details
View Event Financial Transactions
Event Register
Attendees Ceasing to be u3a Members
When Things Go Wrong (Correcting Errors)
The Wrong Member is Marked as Paid
The Wrong Member is Removed from the Event
The Wrong Refund Icon was Used to Record a Refund
Process Guides (How to)
Guide to New Member Process
Online Applications
Application Received
Reject Application
Approve Member
Activate Member
Select Partner
Paper Applications
Add Member
Clone Member
Select Partner
Guide to Renewal Process
Running Member Renewal Jobs
Running Renewal Reminder Jobs
Renew Member
Upload Bulk Payments
Guide to Manage Members
Add New Member
Using Membership Grid
View Member Details
Edit Member Profiles
Edit Member Roles
Renew Member
Lapse Member
Reactivate Member
Process Leaver
Delete Member
Add a Payment
Manage Partners
Link Partner
Reset Primary Partner
Change Partner
Remove Partner
Guide to Manage Groups
Add a New Group
Create Name
Allocate Category
Add Email Address
Add Time
Add Week
Add Day
Add Venue
Set Maximum Size
Add Group Content
Allocate a Leader/Convenor
Delete a Group
Add/Edit/Delete Venues
Add/Edit/Delete Contacts
Add/Edit/Delete Group Categories
Guide to Bulk Email System
Send an Email
Send a Merged Email
Add a List
Dynamic List
Customised List
Edit a List
Import a List
Guide to Finance
Add Transaction
Manage Transaction
Edit Transaction
Validate Transaction
Reconcile Transaction
Delete Transaction
Group Returns
Event Returns
Bank Reconciliation
Transfers
Finance Admin
Update Brought forward
Accounting Codes
Account Categories
Bank Accounts
Transaction References
Financial Years
Payment Types
Payment Providers
Guide to Manage Web Pages
Add New Page
Add Page Control
Add Page Control Roles
Add Menu Item
Add New Role
Add Sub-Menu Item
Add New Role
Edit Web Pages
Edit Web Page Text
Page Control Parameters & Roles
Add Image to Web Page
Insert Image Gallery
Document Manager
Media Manager
Insert Table
Hyperlink Manager
Reporting
Group Members
Guide to Email Reporting
Bulk Email History
Email Events
Blocks
Bounces
Invalid Emails
Spam Reports
Guide to Membership Downloads
Download All Members
Third Age Matters Report
Gift Aid Report
Lists
Custom Export
Member Statistics
Payments
Download Membership Transactions
Group Events Finance Summary
Data Export
Download Group Listing PDF
Download Group Listing Excel
Group Leaders/Convenors
Download Group Members Report
Guide to Finance Reporting
Overall Balance Control
Group Balance Control
Income and Expenditure Report
Downloads
Download Transactions
Download Group Returns
Download Event Returns
Guide to Group Reporting
System Guides
Using Settings
Membership Settings
Bulk Upload Settings
Group Admin
Venues
Contacts
Group Categories
Group Settings
Event Admin
Event Categories
Event Settings
Email Settings
Finance Settings
Finance Admin Settings
Group Finance General Settings
Group Finance Method 1 - Settings
Group Finance Method 2a - Settings
Group Finance Method 2b - Settings
Finance Admin Payment Providers
Gift Aid Settings
System Settings
General
Content
Administration
Security
Using Profile Field Groups
Adding/Editing a Profile Field Group
Using Profile Fields
Adding/Editing a Profile Field
List of Profile Fields
Using Localisations
Edit Localisation
Add New Localisations
Managing Email Templates
Managing Letter Templates
Managing Membership Levels
Using $ Fields
Access for Roles
Members
Communication Managers
Group Coordinators
Event Coordinators
Membership Assistants
Membership Secretaries
Committee Members
Treasurers
Webmasters
Administrators
Audit and Logs
Activity Log
Email Log
Statistics Log
Online Users
Managing Templates
Edit Template
Add New Template
System Processes Flow Charts
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Event Admin
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Page last updated on: 12/04/2023 15:43