2024-05 Release Notes

Below are details of the main updates rolled out in May.

Where applicable, a task ID has been added in green for reference.

Membrs Admin

Committees

#2r79wa0 Add Members to Meetings

Members can now be added to a committee meeting directly from the admin portal.

NOTE:

• The form will allow you to add a committee member to a meeting without responding to the required metafields (if added).

The dropdown member field will show any active member of the committee who has not already confirmed their attendance, this includes members who have already declined the meeting.

To change an attending members response(s), you must first remove them from the attendees list using the red X against their name, they will then be shown in the Add attendee dropdown menu when you next open it.

Events

The event page has been updated to add additional options when creating an event.

Thumbnail Image

An optional square format (1:1 ratio) thumbnail image may now be added.

This image will be shown on the main Events list if the event Summary is added (see Members Area > Events below).

Event Summary

An optional Event Summary may be added to an event. This is meant to be used as a short description of the event, this is then used on the main Events list page instead of the Event Description.

Event Timings

An optional Event Timings field can be completed to provide a summary of the event times. For example, you may set the start and end times for an event, but wish to add in further information for parts of an event, as shown below.

This information will be shown on the main Events list, as well as the event date and time section.

Event Options

Additional options for an event have been added.

NOTE: Some options are not available at present, or only available for specific clients.

Hide Attendees List in the Members Area

Whether to show or hide the Who's attending? list on an event page.

Public Event?

For clients with Memb.rs website integration to display events from Memb.rs.

If enabled, and configured on the client website, this is used to control whether non-members can make bookings for this event, such as by completing a form on the website.

Waiting List

Not Available Yet

If the event will allow for members to add themselves to the event waiting list once an event is full.

Organisations

#zf802m Group Memberships By Status

Memberships are now grouped by whether they have an active or inactive status.

Pages

#1tz7g8h Page Article Filters

The pages list can now be filtered by Drafts and Scheduled status.

Drafts will show any articles with a status of draft.

Scheduled will show any articles that have a published date/time in the future.

Subscriptions

If enabled for your client an additional section is available for viewing and managing memberships and  subscriptions, rather than having to go to individual member pages.

Clicking on a membership/subscription will take you to the detail page which provides an overview of the membership.

Memberships can be updated on this page, as well as any subscriptions.

A help article will be created soon to cover Subscriptions in further detail.

Transactions

#245ah07 Recording Manual Payments in Memb.rs Without Displaying the Payment Option to Members

When managing payments in the members area of Memb.rs, you may prefer to offer specific payment methods, such as Stripe.

While you may want all members to use Stripe for their transactions, some members might still choose to send a cheque for a booking.

In these cases, you need a way to record this manual payment within Memb.rs, but you don't want the cheque payment option to be visible to members in the members area.

Memb.rs allows you to have admin only payment options (such as cheque) that can be used to record the payment in the admin portal.

This ensures that the manual payment is tracked properly without displaying these payment options to members.

Please contact us to update your payment methods.

#86942kt6m Deleting Open Transactions

It is now possible to delete an open transaction in a members Transactions section.

Where applicable a Delete button is shown against those transactions that are editable.

Payment Links

Memb.rs now offers the ability to show an individual payment page for an open transaction.

As each payment page is unique (based on the transaction ID) the page URL can be shared with the member so that they can complete the transaction.

The member does not need to be logged in to complete this payment.

On an open transaction is a Copy Link option under the Payment Request heading.

By using this button the payment link will be copied to your computer clipboard and can be added to an email to be sent to the member.

Eg:

https://demo.memb.rs/pay/6644bdcadd809b000ab12345

The payment page will appear similar to below, but with your client logo/crest and colour scheme.

Members Area

Committees

#8694jny63 Previous Meetings Order

The Previous Meetings section is now ordered by the latest previous meeting.

Events

With the additional fields detailed above for Events, the Members Area will now show (if added) the Summary text and the thumbnail image, as well as the Date/Time Summary on the main Events page.

The event page will show the Date/Time Summary and the full event Description.

#2tffyx6 Attendee List Ordering

The Who's Attending list is now sorted alphabetically by member surname.

Payments

The payments page has been updated to provide additional functionality for members to manage their saved payments and, if used, their subscription payment method.

Payments can be filtered by type.

Saved Payment Methods

Members can view and manage any saved payment methods used, typically these will either be Stripe (credit/debit cards) or GoCardless mandates.

Direct Debit (GoCardless)

Members can also set up direct debit mandates with GoCardless, this process is now integrated within Memb.rs so that once the member has created the mandate with GoCardless they are redirected back to the Payments page and the new mandate is automatically added to their Memb.rs account.

Billing Address

Members can manage their billing address on the Payments page, this will be used for receipts and invoices. By default this is set to the members home address but can be manually updated as required.

Membership

If Subscriptions are enabled for your client then the Membership page is available to a member.

This will show their active membership details and any upcoming instalments, as well as the payment method currently active for their subscription.

Miscellaneous

Invoices & Receipts

An invoice number is now added to receipts and invoices.

#1v1hp59 Users see a blank page when trying to access the members area

This is due to the browser version they are using being unsupported due to its version level being too old.

Previously the members area page would be blank, it now displays additional help text and a link to the Memb.rs help article that provides details on how to resolve the issue.