Getting Started & Support

We set Membaz up for you, load your data and train your team. Then we stay on hand.

Getting started

Tell us how you work

We complete a configuration sheet with you: sections, categories, fees, transaction types, documents and templates.

Send us your list

Fill in our Excel take-on template. If your data is messy, we can clean it up for you.

We load your data

We load your members and opening balances, and you check them before going live.

Start working

We train your administrators. The user manual and support requests are built into Membaz.

Help when you need it

  • User manual: download it from the Help menu inside Membaz.
  • Support requests: log an incident from inside Membaz and follow its progress until it is closed.
  • Training: for new administrators, including when your committee changes.

Services we can add

Data clean-up and import

We tidy your existing member data and load it into Membaz.

Membership administration

Our administrators capture new members, send invoices, reconcile bank statements, send reminders and update member status, for some tasks or all of them.

Card printing

We design your card template and print your cards on hard plastic, delivered to your office.

Marketing support

Club branding and logos, brochures and clothing, website design and management, and promotional items.

Questions people ask

How long does it take to get started?

It depends mostly on how ready your member list is. Small organisations with tidy data can be working within days.

Can we import from Excel?

Yes. Membaz provides Excel templates for members, contacts and transactions, or we load the data for you.