Member profiles in your Congressus administration are divided into different member statuses. We advise to use a separate member status for each variation in contribution/membership fees. Besides that, you may add member statuses for former members or alumni.
Through 'Settings > Member statuses' you can manage current member statuses and add new ones.
Overview
The member statuses screen shows you this overview:
In this overview you can see which member statuses are currently present in your administration.
You can also see which member status(es) have been made available for online sign-up on your website, which member statuses are archived and how many members each member Status contains.
Adding a member status
Press the "new member status" button in the top right corner to reach the following screen:
Name - The name for this member status
Archived - If ticked, members with this membership status will be marked as archived. Archived members cannot log in to the association's website.
Deceased* - Tick this option to mark these members as deceased. Members with a membership status marked as deceased can no longer be emailed or invoiced. In addition, the members in question will have a cross visible behind their name in Congressus Manager and on the association's website.
The “Deceased” option is only visible for archived member statuses and requires the use of the Enterprise plan.
Copy settings from - Select another member status here whose field settings you want to copy.
Website-settings - Indicate on which web page the members in question are allowed to log in and in which online almanac/member list the members should be displayed. These options depend on the number of websites that you manage via Congressus.
Edit Member status
To change the settings of a Member Status, click on the member status.
General
Under the header 'General' you can change the name per member status and indicate whether the members of this status are archived or not.
You can also set their visibility in the online member list.
Finally, you can also set these members' log-in possibilities for each website.
Contribution & online sign-up
Contribution
Under the header 'contribution' you can select which contribution product is assigned to this Member Status. You can also indicate the term length for this contribution fee. You can also choose to let members pay their contribution proportionally, charging an amount based on the remaining contribution period. For example: If the Contribution is set to yearly fee of €120,-. When a prospective member signs up in October, they only need to pay for the remaining 3 months of the year. In this case, the prospective member will only be charged €30,- for the remaining period.
Online sign-up
Checking the box 'available for online sign-up' allows prospective members to sign up online for this specific member status.
Add a description here for potential members to read when they sign up. In the example below you see how the description text is shown.
Terms of Service
Some associations maintain different terms of service per member status. Under this header you can upload a terms of service document specific to the member status. These terms of service are available for the member in their profile on your website.
When uploading your terms of service document here, do not forget to save!
Congressus Manager field & Website field settings
Under the tabs 'Congressus Manager field settings' and 'Website field settings' you can set which data fields are shown, edited and/or mandatory when editing a member's profile. You can read more about this in this article about field settings per member status.
Hiding or deleting Member Statuses
Extensive or long-time Congressus users may end up having an administration with Member Statuses that are no longer used or necessary. If you want to remove these Member Statuses from Congressus Manager you have two options:
Delete Member Status
You can completely delete a Member Status, losing all historical information related to the Status in the process. When you delete a Member Status you will be asked what you want to do with all prior, current en future members with this member status. Make sure you choose wisely as to not lose any important information.
Hide Member Status
You can also hide unused Member Statuses. You can only hide Member Statuses that do not have any current or future members. The history of a hidden Member Status will still be available. You can no longer move member to this status. Hidden member statuses will also no longer be shown in the member administration.
Related articles