Onboarding Guide For Organisations

Last updated on Aug 22, 2026

Members Cove – Onboarding Guide

Onboarding Guide / Getting Started Guide For Organisations

 

1. Welcome to Members Cove

Members Cove is designed to make membership management simple, organised, and efficient. This onboarding guide walks you through everything you need to set up your organisation, configure your membership workflows, and start managing members confidently.

 

2. Getting Started

2.1 Create Your Account

  1. Visit memberscove.com.au
  2. Click Get Started
  3. Enter your organisation details
  4. Create your administrator login
  5. Verify your email (if required)

Your admin dashboard will open automatically after setup.

 

3. Set Up Your Organisation

3.1 Add Organisation Details

Inside your dashboard:

  • Upload your organisation logo
  • Add contact details
  • Set your timezone and region
  • Configure communication preferences

These details appear on invoices, emails, and member-facing pages.

3.2 Add Administrators

Invite team members who help manage your organisation:

  • Go to Settings → Users
  • Add admins and assign roles
  • Set permissions based on responsibilities

 

4. Build Your Membership Structure

4.1 Create Membership Plans

Members Cove supports flexible membership types. To create a plan:

  1. Go to Memberships → Plans
  2. Add plan name, pricing, duration, and benefits
  3. Set renewal rules
  4. Enable online sign‑ups if required

4.2 Configure Member Fields

Customise the information you collect:

  • Contact details
  • Demographics
  • Organisation-specific fields
  • Emergency contacts
  • Custom questions

 

5. Add or Import Members

5.1 Add Members Manually

Use Members → Add Member to create individual profiles.

5.2 Bulk Import Members

If you have an existing database:

  • Download the CSV template
  • Add your member data
  • Upload the file
  • Review and confirm the import

Members Cove automatically organises profiles, statuses, and renewal dates.

 

6. Set Up Payments & Invoicing

6.1 Configure Payment Settings

Connect your preferred payment provider (Stripe or others supported by your setup).

6.2 Create Invoice Templates

Customise:

  • Branding
  • Payment instructions
  • Due dates
  • Automated reminders

6.3 Automate Billing

Enable automatic:

  • Renewal invoices
  • Payment confirmations
  • Failed payment alerts

 

7. Manage Events & Attendance

Members Cove includes a full event management module.

7.1 Create an Event

  1. Go to Events → Add Event
  2. Add date, location, description
  3. Set ticket types or registration rules
  4. Publish the event

7.2 Track Attendance

Use:

  • Manual check‑in
  • QR code scanning
  • Member self‑check‑in (if enabled)

 

8. Use Dashboards & Reporting

Your dashboard gives you real‑time insights into:

  • Active members
  • Renewals
  • Payments
  • Event participation
  • Growth trends

Use reports to make confident decisions and support your organisation’s growth. (These insights are highlighted on your homepage as a core benefit of Members Cove.)

 

9. Automate Your Workflows

Members Cove supports automation to reduce manual tasks.

You can automate:

  • Renewal reminders
  • Welcome emails
  • Payment confirmations
  • Member status updates
  • Event notifications

Automation helps you “reduce manual tasks and save valuable time” — a key promise of your platform.

 

10. Communicate With Your Members

Use built‑in communication tools to:

  • Send announcements
  • Email invoices
  • Notify members of renewals
  • Share event updates
  • Maintain ongoing engagement

Your homepage emphasises communication as a core value (“Stay connected with your members”).

 

11. Support & Help

Members Cove provides:

  • Friendly support
  • Practical assistance
  • Helpful documentation
  • FAQs inside the platform

Your homepage highlights “Reliable Support When You Need It” and “Exceptional Support.”

If you need help:

  • Contact support
  • Use the FAQ section
  • Explore the help centre
  • Reach out through your admin dashboard

 

12. Final Checklist Before Launch

✔ Organisation details added 

✔ Membership plans created 

✔ Member fields customised

✔ Payment settings configured 

✔ Invoice templates ready 

✔ Members imported 

✔ Events set up (optional)

✔ Automations enabled 

✔ Admins invited 

✔ Dashboard reviewed

 

Once complete, your organisation is ready to run smoothly with Members Cove.