Membership Association Software: Renewals, Member Directory, Events and CPD

Mythex lets a membership association keep members, renewals, events and the directory in one database: a member portal with a renew button on the first screen, a directory that updates itself instead of a yearly PDF, invoices for individual and organisational tiers, CPD courses that record hours, and event tickets priced by membership status. Describe your association in chat, check the live preview and publish.

An association's year runs on renewals

Members join for recognition, networking, resources and events, and most renew once a year, often on one fixed date. A small staff team with volunteer committees runs the conference, regional meetings, newsletters and a directory. The records are split between a member spreadsheet, an email tool, an events platform and a PDF directory updated once a year and out of date within a month. Lapsed members stay in the directory, organisational members have named individuals nobody can find, and the board asks how renewals compare with last year at the worst possible moment. An association needs one member record that drives renewals, the directory, event prices and CPD.

  • Tiers such as student, individual, organisational and retired
  • A fixed renewal date or anniversary renewals, not both
  • A directory that only lists members in good standing
  • Member and non-member prices on every event
  • CPD hours recorded automatically
  • Engagement tracked to spot likely lapses

What you can build for membership associations

A member portal with the renewal date up front

Members see their renewal date and a renew button first, then update their profile and directory listing, download certificates, receipts and CPD records, and open committee documents for the groups they belong to.

Build a member portal for my association. The first screen shows membership tier, renewal date and a renew button. Members edit their profile and directory listing, download receipts, certificates and CPD records, and see documents for the committees and working groups they belong to.

A live directory instead of a yearly PDF

Members choose what is public. Listings are searchable by specialism, region and organisation, shown only while membership is current, with a public preview and a fuller members-only view.

Create a member directory for my association, searchable by specialism, region and organisation. Members choose which contact details are public. Only members in good standing are listed, lapsed members are hidden automatically, and signed-in members see more detail than the public.

Members, employers and engagement

Individuals link to their employer, organisational memberships cover named people, and each record carries tier, join date, renewal date, payment status, events attended and committee roles. Members who have not engaged in months appear on a list to contact.

Make a CRM for my association. Individual members link to their organisation; organisational memberships list named individuals. Track tier, join and renewal dates, payment status, events attended, resources downloaded and volunteer or committee roles. List members with no engagement in 6 months.

Renewal invoices with tier and period

Annual invoices show the tier and period covered. Organisational memberships list their named individuals, mid-year joiners are pro-rated to the fixed renewal date, and event fees and sponsorship are invoiced separately.

Create invoicing for my association. Annual membership invoices show tier and period covered, organisational invoices list named individuals, and members joining mid-year pay a pro-rated fee to our 1 January renewal date. Event fees and sponsorship are separate invoices.

CPD courses that keep the record for members

Training courses and recorded webinars have member and non-member prices, completion issues a certificate, and CPD hours are added to the member's record automatically.

Build a CPD course platform for my association with courses and recorded webinars by topic, member and non-member prices, a short quiz at the end, a certificate on completion and CPD hours added automatically to the member's record.

Event tickets priced by membership status

The login checks status, so members see their price and non-members see both. Conferences have session choices, sponsor and exhibitor packages and CPD certificates after attendance.

Create event registration for my association's annual conference. Members get the member price after login; non-members see both prices. Attendees choose sessions, sponsors and exhibitors buy packages, and CPD certificates are issued after attendance is confirmed.

Replacing the spreadsheet and the PDF

Import the member spreadsheet first, cleaning duplicates and linking people to their organisations. Decide your renewal rule, fixed date or anniversary, before importing dates. Then switch on the portal and ask members to check their own directory listing; the first live directory is usually the best renewal reminder you will send.

  • Clean import with organisations linked
  • One renewal rule
  • Members check their own listing

Member data and consent

A directory publishes personal details, so let members choose what is public and record that choice. Keep committee documents limited to the group. Mythex builds the permissions; data protection law where you operate still applies, including how long you keep lapsed members' data.

Questions

Can members renew online?

Yes. Put a renew button in the portal, and payments go through a provider such as Stripe connected with your own account. Renewal reminders can go through an email service you connect.

Can the directory remove lapsed members automatically?

Yes. Listings show only while membership is current, so lapsed members disappear until they renew.

Can organisations buy memberships for several people?

Yes. An organisational membership lists named individuals, each with their own login, under one invoice.

Do staff need technical skills?

No. Describe the association's rules in plain words and Mythex builds the app. Changes are a chat message.

How much does it cost?

Start on Free with no card and daily credits. Pro is $25/month and adds a custom domain, code editing and export.

More for membership associations

  • Member Portal Builder for Associations and Professional Bodies
  • Association CRM: Members, Organisations, Renewals and Engagement
  • Membership Invoicing App for Associations: Renewals, Pro-Rating and Events
  • CPD Course Platform for Associations, with Member Pricing and Certificates

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