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  • Knowledge Base

    People

    Manage your individuals and contacts

    Organizations

    Manage your companies, institutions, clubs, or group entitities

    Events

    Setup and manage your events

    Site Management

    Update your site content with ease

    Member Profile

    Members manage their information

    Searchable Directories

    Make members easier to find

    New Member Sign Up

    Automated workflow and processes

    Automated Member Renewal

    Renewals, reminders, and cancellation handled for you

    Personalize Membee

    Customize the information displayed to suit your needs

    Notes & Tasks

    Track change history & create follow up tasks

    Transactions

    Payments, refunds, write-offs, and more tracked in one system

    Reports

    Generate data and export to a CSV

    Stores

    Sell merchandise and products online

    Donations

    Gather charitable donations

    Committees

    Manage participants and meetings

    Groups

    Keep a list of contacts together

    Customer Service

    We’re here to help!

    • Overview of Supporting Documents
  • I’m a Newbee
  • Announcements
  • Release Notes
  • Latest Buzz
Help

Personalize Membee

  • Easily Send Emails to Members Directly in Membee

    Whether you're communicating something to one member or a group of members, Membee keeps it easy for you to send emails in just a few clicks! Use your People Views to refer to a specific group of members, or send an email to a person in seconds. Emails are fully optimized for higher deliverability and Membee saves a copy of your sent emails to the person's record so you can see a history of communication!

    Categories: Admin, Organizations, People, Personalize Membee
    Read More
  • Drag & Drop the Most Important Info Panels to Display at the Top

    Panels will group information together on a member's record. Create custom panels tailored to display unique information in one place, show your frequently used panels at the top first with the drag and drop feature, or clean your workspace by hiding unused panels!

    Categories: Admin, Organizations, People, Personalize Membee
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  • Search Everywhere With a Keyword, Email, & Phone Number

    Have a keyword, a phone number, or an email address and you can't remember the name of a record? For the times when you're not sure where to start looking, Membee's global search is there to help. Simply enter your search term such as a name, email address, phone number, member number, address, etc, and Membee will look in people, organizations, events, committees, notes, and tasks, for any matching results. Search makes your process that much easier to find and open records or data!

    Categories: Admin, Personalize Membee
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  • Customize the Descriptor Labels for Your Members

    Have a unique label for your members that you want to consistently classify? For example, instead of Organizations, they're family, company, clubs, institutions, etc. Membee allows you to use your own labels to describe people and organizations in a way that makes sense to you.

    Categories: Admin, Personalize Membee
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  • Tailor the Core Information That Displays Unique to You

    Customize what information appears in the core area for people and organization records. You can add your very own custom parameters or custom fields and reorder them to see the highest priority items. It's unique to your login and access so you won't have to worry about other team members.

    Categories: Admin, Organizations, People, Personalize Membee
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  • Spruce Up The Look & Feel of Membee With Your Personal Touch

    While Membee’s advanced interface styling is designed to be modern, neutral, and easy on the eyes, you can make it your very own by configuring the look and feel uniquely! Whether it’s your brand colors, your personal favorite color, or just your very own preference, make it look the way you want!

    Categories: Admin, Personalize Membee
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  • Introducing Membee’s New Interface: Modern, Clean & Plenty of Customization

    With excitement, this new version of Membee utilizes the latest technologies for an enhanced interface that will future-proof Membee. With the help of 73 organizations, the new interface has been peer-tested and approved by fellow users! We can't wait for you to see what's in the Hive!

    Categories: Admin, Personalize Membee
    Read More
Membee System Status
  • Membee’s Office Will Be Closed on September 7 for a HolidayPosted on September 2, 2026
  • Membee’s Office Will Be Closed on August 3 for a HolidayPosted on July 30, 2026
  • Membee’s Office Will Be Closed on July 1 for a HolidayPosted on June 29, 2026

Average Satisfaction Rating
Last 90 days as of September 28, 2026

89%

SAID WE’RE GOOD

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Average First Response Times
Bi-weekly as of September 28, 2026

8

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