Effortlessly Manage Memberships with Empress Feature

Guides & Tutorials
1

Introduction

Membership Management is a powerful feature in Empress that allows you to record, manage and track membership details for any member in your organization. With this feature, managing memberships, subscriptions and even setting up payment methods for your members becomes a breeze.

How to Create a New Membership

Creating a new membership in Empress is straightforward:

  1. Navigate to Non Profit > Membership > New on your Empress dashboard.
  2. Fill out the necessary fields, which include:
    • Member: This is a link field that fetches member details from the Member document type.
    • Membership Status: This field allows you to categorize the membership as New, Current, Expired, Pending, or Cancelled. Memberships will automatically be marked as Expired at the end of the membership period.
    • Membership Date Details section: Here, you can fill in the membership start date, end date, and the ‘member since’ date.
    • Payment Details: This section is dedicated to payment-related details. If the member has paid for their membership, the ‘paid’ checkbox should be marked.

Exploring Membership Features

Generating Invoices

If you have enabled the Enable Invoicing option in Membership Settings, you can generate a Sales Invoice directly from the Membership form.

Setting Up Recurring Membership Payments with RazorPay

With Empress, you can easily set up recurring membership payments through RazorPay. This option is available in Version 13 and above.

To set up a RazorPay subscription for your members, follow these steps:

  1. Enable RazorPay.
  2. Set up your billing details.
  3. Create your subscription plans.
  4. Import any existing members.
  5. Set up a RazorPay Webhook.
  6. Set up a website for payments.

Membership Settings

In the Non Profit module, you can set up your billing preferences in Membership Settings.

Checking the Enable RazorPay For Memberships box will display further configuration options, such as Billing Cycle and Billing Frequency. You can also choose to enable automatic invoicing and payment entry creation.

Setting Up Subscription Plans

Your Membership Type corresponds with your RazorPay plan. Once you activate RazorPay subscription options, you will see a Plan ID field where you can input your RazorPay plan ID.

Importing Existing Members

If you already have members, you can import their details using the Data Import Tool. The necessary fields for import include:

  • Member Name
  • Membership Type
  • Email Address
  • Subscription ID
  • Customer ID
  • Member PAN (optional)

Setting Up a RazorPay Webhook

A webhook can be set up from the RazorPay dashboard. This webhook notifies your Empress site whenever a new subscription is created or renewed.

To set up the webhook, provide the Webhook URL, enable the ‘subscription.activated’ and ‘subscription.charged’ events, and activate the webhook.

Enabling New Subscriptions on Your Website

Using RazorPay’s client-side integration, you can set up payment on your site. This requires creating a subscription order with RazorPay, which can be done using the create_member_subscription_order endpoint in Empress.

Upon successful creation, the endpoint will return a JSON. You can use the subscription_id from this JSON to trigger a payment.

Conclusion

The Membership Management feature in Empress provides a robust platform for businesses to streamline their membership and subscription processes, automating invoicing and facilitating easy payment setups. For further assistance, please refer to additional resources available on the Empress Help Center or reach out to our support team.