Dolibarr ERP / CRM

Human Relationship Management (HR) => Membership Management => Topic started by: admin on Nov 04, 2025, 01:52 PM

Title: Membership Management
Post by: admin on Nov 04, 2025, 01:52 PM
Member profiles

Create and manage detailed profiles with contact information, status, and custom fields for specific member data.

Membership types and periods

Define different member levels (e.g., student, corporate, volunteer) and set up membership periods with start and end dates.

Renewals and reminders

Track memberships that are nearing expiration and send automated email reminders to members to encourage renewal.

Payment management

Automate the generation of invoices for membership fees, track payments, and manage payments online through integrations with services like PayPal or Stripe.

Communication

Send targeted emails or newsletters to members based on their type or other criteria using the integrated emailing module.

Online access

Provide a public registration page for new members and allow members to view and update their own information through a public interface.

Financial tracking

Track payment histories and generate financial reports for income and expenses related to memberships.