Book demo

Simply Members features

Forms and workflows

Public forms, internal steps, approvals, registrations, and record updates that move work forward.

Book demoCompare pricing

What’s included

Member applications

Applicants join with the fields, categories, and approvals your membership actually uses.

See how membership teams use this
  • Members complete the flow on their phone; the membership team sees the structured record immediately.
  • If the application queue fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Renewal forms

Members renew, confirm details, and update preferences without a manual reminder spreadsheet.

See how membership teams use this
  • Members complete the flow on their phone; the membership team sees the structured record immediately.
  • If the renewal cycle fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Event RSVPs

Members RSVP with guests, sessions, and dietary notes tied back to their member record.

See how membership teams use this
  • Members complete the flow on their phone; the membership team sees the structured record immediately.
  • If the member event fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Directory updates

Members keep directory profiles current while the team controls what is public.

See how membership teams use this
  • Members complete the flow on their phone; the membership team sees the structured record immediately.
  • If the directory fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Benefit requests

Members request certificates, discounts, or services through a trackable queue.

See how membership teams use this
  • Members complete the flow on their phone; the membership team sees the structured record immediately.
  • If the benefit request fills or needs review, the submission can move into a clear follow-up list instead of an inbox.
  • Confirmation messages, tasks, and record updates can happen from the same submission.
IncludedIncluded on every plan, including Free.

Public forms that write to the right records

Put the form where members already are, then write the answer to the right record.

See how membership teams use this
  • Members can submit from a phone, and the answers land on the right record instantly.
  • Nobody retypes email or paper submissions into the database again.
  • Every submission can trigger a confirmation and a follow-up task automatically.
IncludedIncluded on every plan, including Free.

Applications and intake

Collect structured application or intake data and move it into review, records, and follow-up without retyping.

See how membership teams use this
  • An application can collect exactly the fields the decision needs, files included.
  • A review queue can track every application from submitted to decided.
  • Applicants can move through stages with the full history kept.
IncludedIncluded on every plan, including Free.

Registrations and signups

Run signups for events, programs, memberships, services, or any other participation workflow.

See how membership teams use this
  • A signup can cap at capacity and close itself when full.
  • Registration answers can drive rosters, name tags, and follow-up lists.
  • Payment can happen inside the same registration flow.
IncludedIncluded on every plan, including Free.

Self-service updates

Let people update the records they are allowed to touch instead of sending changes through email.

See how membership teams use this
  • Members can confirm and correct their own details through a secure link.
  • The annual information refresh can stop being a season of phone calls.
  • Changes can wait in review before touching the live record.
IncludedIncluded on every plan, including Free.

Capacity and waitlists

Set capacity, collect waitlists, and keep signup pressure visible when a session, room, event, or service fills.

See how membership teams use this
  • When capacity fills, the next signup can join a waitlist automatically.
  • An opened spot can go to the next person in line without a scramble.
  • Capacity rules stay honest — no accidentally overbooked lists.
IncludedIncluded on every plan, including Free.

Shareable workflow pages

Give any wizard a clean hosted URL so it can stand alone, be shared, or sit behind a branded website link.

See how membership teams use this
  • A form can live at a clean, branded, shareable link with no website changes needed.
  • A QR code, email, or text can point straight at one specific flow.
IncludedIncluded on every plan, including Free.

Review workflows

Turn submissions and changes into reviewable steps before the system treats them as final.

See how membership teams use this
  • A submission can require review before it becomes a live record.
  • Approvals can route to the right person with everything they need to decide.
IncludedIncluded on every plan, including Free.

Ready to see Simply Members in context?

We can walk through the features that matter for membership teams and leave the rest out of the way.

Book demoCompare pricing