Keep memberships clear. Make the next conversation easier.

Connect members to their plan, dates and dues. Give your team a useful view of membership status without rebuilding the picture from payment emails and separate spreadsheets.

Talk to the team
Membership and Dues Management for Nonprofits screenshot · Placeholder

What is membership management?

Membership management connects a person to a membership plan and its terms. Dues, dates and status help your team understand who belongs to a program and which records need attention.

  • Explain the membership

    Define the plan, price and billing frequency.

  • Keep the person attached

    Link each membership to a contact record.

  • Bring existing members along

    Import membership records from a CSV.

Clear terms from the start

Give members a plan they can understand.

Define what the membership includes and what it costs. Public membership products give people a place to view the offer; private products can remain off the public listing.

Keep in view

  • Set a name, description, amount and frequency.
  • Choose the fund associated with the plan.
  • Select public or private visibility.

Context for your team

See dates and status before following up.

Membership records connect the member, plan and dates. Review pending, active, inactive or canceled status before deciding what to say, rather than assuming every record needs the same reminder.

Put it into practice

  • Review membership start and end dates.
  • Keep membership records connected to contacts.
  • Check status and renewal information before outreach.

Illustrative scenario · Fictional information

A museum friends program ready for renewal season

Harbor Museum is organizing its annual friends membership. A useful Mobli planning request would be: “Help us explain the membership benefits in a warm, short welcome.”

  1. Review the plan’s description, amount and frequency.
  2. Import existing membership records after checking the CSV.
  3. Review individual dates and status before preparing renewal outreach.

An illustrative planning example with fictional information. Review the details before sharing or publishing.

Questions about memberships and dues

Yes. Create membership products with their own descriptions, amounts and frequencies, then link people to the appropriate plan.

Yes. Membership products support billing frequencies including monthly and annual options. Make the terms clear when presenting the plan.

Yes. Import membership records into Mobli from a CSV, matching contacts by phone or email. Review the fields and dates before importing, then check the resulting records.

Yes. Membership products have public or private visibility, so not every plan needs to appear on your public listing.

Review each record’s dates, renewal information and status. Pending, active, inactive and canceled records can call for different follow-up.

No. Memberships can provide benefits in return for payment. Describe those benefits and dues accurately, and confirm the treatment appropriate to your organization.

Give your members a clearer experience.

See pricing