Your association administration is becoming increasingly complex and you are looking for a solution with which you can also reliably manage many association members and extensive workflows?
Membership data needs to be entered quickly and efficiently and checked regularly. Everyone in your association, both the accountants and the other employees, should always have the best overview of members, courses, upcoming dates and much more. All this can be mapped in no time with SeaTable.
Simply enter your member data via a web form and let it flow fully automatically into your SeaTable base as new members enter themselves via the web form. This way, you can always keep track of all the important data concerning your members, from their personal details to the courses they have taken and the other events they take part in.
With the help of the calendar plug-in, you and your employees can always keep track of all upcoming events and organisational projects. You also want to create an invoice in less than 2 minutes? Nothing could be easier. With the page design plug-in, you can design an invoice template and apply it to every other invoice. You can then print it out directly or save it as a PDF document and send it to your customers by post or e-mail.
The Kanban view shows you all members as well as courses and events in compact tiles for a quick overview. The template is rounded off by a Dashboardwhich shows you the most important figures on customers and the corresponding turnover. The map plug-in graphically displays the origin of your club members or sponsors, for example.
What are you waiting for? Get started today and optimise your association management. Read more about this in our blog article "How SeaTable makes association management easier".
Functions used in the association management template:
- Hide columns so that each team member has the information relevant to him/her at a glance.
- Different views so that each team member knows exactly what he/she has to work on.
- Grouping by payment status of invoices, courses or types of events.
- Sorting by ascending membership number
- Set notifications so that appointments and new members are not forgotten and are processed in good time.
- Statistics for an optimal overview of your members, invoices and prices
- Kanban, map, calendar and page design plug-in so that you can see all organisational projects, events, locations of individual members or sponsors at a glance. In addition, you can create an invoice template in no time at all, print it out or send it to your customer by e-mail, provided with the individual data.
- Column types used: Text, Automatic/Consecutive Numbering, Date, Numbers, Email, Link, Formulas, Files, Single Select, Checkbox.
- Colouring of rows according to certain conditions, e.g. those of a single-select column
Functions for which you need a SeaTable Plus or Enterprise subscription:
- For the individual design of the web form for entering the new member data, a paid subscription must be concluded