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Membership Management System
The Membership Management System is a powerful Odoo module designed to simplify and automate the complete lifecycle of membership management. It enables businesses to create, manage, and track memberships with ease, including invoicing, renewal, and automated expiry handling. With built-in features like reminder notifications and configurable membership plans, the module helps organizations improve operational efficiency, reduce manual work, and ensure a seamless experience for both administrators and members.
Features
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Support
Service
Features
Flexible Membership Product Configuration
Easily create membership products with customizable durations such as days, months, or years to suit different business needs. Each product can be tailored with specific intervals, pricing, and structure, allowing organizations to design plans that align perfectly with their services.
Centralized Member & Membership Management
Efficiently create and manage members from a single interface, giving administrators full control over member records and activities. Memberships can be assigned to users along with selected membership products, ensuring proper tracking of each member’s subscription.
Automated Billing & Membership Activation
Generate invoices directly for memberships and ensure that activation is tied to successful payment. Memberships become active only after the corresponding invoice is paid, helping maintain financial control and preventing unauthorized access.
Smart Expiry, Renewal & Notification System
Stay ahead of membership expirations with automated reminder emails sent to members before their membership ends. Configurable reminder settings help ensure timely communication and improve renewal rates.
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1.) Access Rights for Membership
Role assignment ensures proper control over membership operations by defining users as either Membership Users or Membership Managers.
Navigation : Settings → Users & Companies → Users
2.) Membership Configuration Settings
Configuration options allow setting up accounting details such as invoice accounts and journals, along with defining how many days in advance reminder emails should be sent before membership expiry.
Navigation : Settings → Invoicing → Membership Invoice Configurations
3.) Membership Products Setup
Membership products can be defined with key details like duration, interval (days, months, years), pricing, and internal references.
Navigation : Membership → Configuration → Membership Product
4.) Member Management
A centralized space for creating and maintaining member records makes it easy to organize and manage all members efficiently.
Navigation : Membership → Members → Members
5.) Membership Creation
Memberships can be created by selecting a member and assigning a predefined membership product. A request can then be initiated to begin the approval process.
Navigation : Membership → Membership
6.) Membership Confirmation
Once a membership request is submitted, managers can review and confirm it, moving the process forward in a controlled and structured manner.
7.) Invoice Generation
After confirmation, an option becomes available to generate an invoice for the membership. This ensures that billing is properly initiated before activation.
8.) Membership Activation Option
Following invoice creation, activation becomes available along with visibility of the linked invoice. This ensures all financial steps are completed before granting access.
9.) Payment Validation Error
An alert prevents activation if the invoice has not been paid, ensuring that only valid, paid memberships can be activated and used.
10.) Membership Invoice View
A detailed invoice view provides all billing information related to the membership, ensuring transparency and easy tracking of payment status.
Navigation : Membership → Membership → Invoices
11.) Activated Membership
Once payment is completed and activation is confirmed, the membership status updates to active, indicating that the member now has full access to benefits.
Navigation : Membership → Membership
12.) Membership Linked to Member
Each member record reflects the assigned membership, allowing quick access to membership details directly from the member profile.
Navigation : Membership → Members
13.) Expiry Reminder Email
Automated reminder emails notify members ahead of their membership expiration date based on configured settings, helping improve renewal rates and user engagement.
Navigation : Settings → Technical → Emails
14.) Membership Kanban View
A visual kanban layout organizes memberships by status, making it easier to track progress, manage workflows, and quickly identify records at different stages.
Navigation : Membership → Membership
15.) Expired Membership View
A dedicated view filters and displays only expired memberships, allowing users to quickly identify and manage memberships that require renewal or follow-up.
Navigation : Membership → Membership → Expired Membership
16.) Active Membership View
A focused view showing only active memberships helps users monitor currently valid memberships without distractions from other records.
Navigation : Membership → Membership → Active Membership
17.) Membership Renewal
Expired memberships can be renewed easily, allowing users to extend access without recreating records, ensuring continuity and a seamless user experience.
Navigation : Membership → Membership → Expired Membership
User Guide
