Checklist for managing a sport or community organization

Yapla's Members application has been designed to allow you to manage your membership campaigns and your members, whatever your organization's needs are. This is why a multitude of possibilities and options are available to you, from the creation of your campaigns to the renewals, including the daily management of your activities.

This checklist gives you an overview of the functionality so that you can use its full potential for the benefit of your NPO.

 

Manage your members and the purchase of memberships

 

Customization of the data collection

• Customize the membership form (date of birth, schedules, etc.)
• Group your members' credentials (medical certificate, ID, and more) medical certificate, parental authorization, health questionnaire, etc.)*
• Customize the form according to the type of membership*.

Set membership conditions

• Adding rates
• Add options to your rates (licenses, entry fees, insurance, goodies, slots, etc.)
• Define the membership period or duration
• Determine a membership process according to your statutes
• Automatically issue a donation receipt based on the membership fee*.
• Allow you to pay for 2 years

Your membership campaign page

• Customize your single page: colors, logo, font
• Create the page in your Yapla website
• Integration in your website
• Allow the purchase of more than one product using the shopping cart*.

Broadcasting the membership campaign

• Your page is ready to be shared with your community
• Shortcut for sharing on social networks
• Communication in your newsletter
• Send messages in 1 click

Manage your members

• Renewal management
• Import existing data (list of members and membership history)
• Access to a secure member area
• Management of families

Automated communications

• Registration and renewal confirmation (with or without invoice*)
• Membership reminder to renew
• Centralize the history of communications sent to your members*.
• Customize messages according to membership type*.

Documents

• Invoice sent automatically upon confirmation of membership
• Create a membership card
• Attendance scan

Accounting

• Automatic recording of sales
• Invoices sent automatically
• Find all invoices

Payment method

• Credit card
• Check
• Cash
• Bank transfer
• Customize the payment methods of your membership campaign

Manage your events: courses, training sessions or competitions

 

Information about the event to be broadcast

• Date or period
• The description
• Information about the organizer
• The place (online or physical : address)

Data collection

• Customization of the registration form
• Adding data to be collected
• Set up your registration process
• Allow multiple participants to register at the same time
• Automatically issue a donation receipt upon registration*.

Ticketing

• Adding rates
• Add options to your rates (t-shirt, goodies, etc)
• Define the registration period (date and closing date of the registration period)
• Allow different rates depending on the registration date
• Offer special rates for members
• Possibility of offering discounts
• Limit space availability

Automated communications

• Registration confirmation (with or without invoice*)
• Reminder before and/or after the event
• Possibility to set up a manual communication*.

 

Registration follow-up

• Number of registrants
• List of participants
• Participants' file
• Amounts collected
• Customization of the export format of the registration lists
• Addition of registration by the administrator with a control on the price
• Scanning of tickets

Documents

• Electronic ticket automatically sent upon registration confirmation
• Customized documents (example: certificate of participation)*

Accounting

• Automatic recording of sales
• Invoices sent automatically
• Find all invoices

After the event

• Generate reports
• Management of cancellations and refunds
• Creation of an event template (personalized and duplicable template)

 

* This function is available from the Plus plan.