Points Management

Track CPD, loyalty and attendance points without a separate spreadsheet.

Continuing professional development

Record CPD points by type, such as ethics or professional skills, and show members where they stand.

Loyalty

Reward long-standing or active members, and let them redeem points.

Attendance

Award points to everyone who attended a meeting or event in one step.

How points work

  • Set up your own point types, each with a default number of points.
  • Award points to one member, or to a whole group at once.
  • Email members when points are captured.
  • Redeem or correct points with a clear note of why.
  • Expire points older than a date you choose.
  • Send points statements to one member or many.
The points tab on a member record, with a points summary and history

Report and certify

See current balances by member, or every allocation in a period. Export to Excel to produce certificates with a mail merge.