Draft:Video Presentation (Dolibarr features) - Membership management: Difference between revisions

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|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.

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|'''Prerequisites'''

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|The Members module can be used to manage the members of a foundation and their subscription.

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|Click on the appropriate menu link to add a new member.

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|Provide a username and password.

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|Choose a member type and the nature of the member.

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|Note that you can create new member types from the Member types menu.

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|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.

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|Coming back to the member creation process, provide personal details such as the member’s name and address.

Click on the button to create the member.

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|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.

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|The status now changes to “Validated and awaiting subscription”.

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|'''Adding a Subscription for the Member'''

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|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.

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|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.

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|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.

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|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.

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|New members can also self-register and self-subscribe using the public self-subscription page.

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|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.

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|'''Module Features'''

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|If you wish to terminate the member, click on the appropriate button.

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|Click on the “List” menu to list all the members.

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|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.

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|“Statistics” provides a birds-eye-view of all members and member subscriptions.

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|You can generate business cards for all members or specific members from the appropriate menu.

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|Use the “Tags” menu to categorize members based on tags.

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|You can create your own custom tags and map members to those tags.

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|'''Renewal of subscription'''

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|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.

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|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.

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|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.

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|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.

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|You can also add your own custom fields and define default values or mandatory fields.