The term “product” can mean a membership, program registration, or event – anything a customer can sign up for and have on their profile, whether free or paid.

• Member Discount – automatically discount a product by a certain amount for members
• Advanced Bundle Discounts – require multiple products to be on account in order to get a discount
• Class List Report – shows all registrants for a specific product, the quantity purchased, amount spent, and answers to any custom product registration questions. Includes a print view and .csv export.
• Complex Product Requirements – require multiple products to be on account in specific circumstances in order to allow the purchase of a different product.
• Edit Options – allows the administrator to edit the product specific questions a user completes at time of registration
• Email Draft – allows for a mass email message to be drafted and returned to at a later time.
• File Upload – allows for files to be uploaded into the system for email messages (rather than needing to be uploaded onto the organization website)
• Itemized Payment Report – generates a report showing the payment information (system, transaction, date, amount, etc.) on a per item basis, rather than per transaction basis
• Membership Card – generates a PDF membership card with a customized layout and information from the customer’s profile (eg. name, address, expiry date)
• Timed Registration Period – allows for certain products to be enabled and/or disabled for registration at a specific date/time.
• Forms Requiring Login – requires users to log into their accounts in order to access a specific form
• Members Directory – allows for the publishing of a list of users on the system (users have control over what data is visible)
• Address List – requires new users to select their address from a list, rather than typing it in (enables for easier searching by street).
• Homeowners’ Association Setup – a series of features and controls that make the system suitable for homeowners associations (where accounts are tied to the land title, not the owner).
• Multiple Emails on Account – allows for a single account to have multiple emails on file (eg. spouses)
• Profile Change Notification – sends an email to a specific account when a specific change is made on a profile (eg. to a volunteer coordinator when the volunteer preference question is updated).
• Change Recurring Billing Price – allows administrators to change the price that is automatically billed for something (eg. if the annual membership price increases)