KoolayDocumentation
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Member directory

Members are people who have a formal relationship with your nonprofit beyond a one-time gift — annual dues-paying members, lifetime members, founding members, etc.

Members

Membership Levels

Before you have members, you have membership levels. Define them in the Membership Levels tab:

  • Name (e.g. "Bronze", "Silver", "Gold", "Founder").
  • Annual dues ($25, $100, $500…).
  • Benefits — free-form list (e.g. "Quarterly newsletter", "Event discount", "Recognition on website").
  • Term — how long membership lasts (typically 1 year, sometimes "lifetime").

Adding members

Three ways:

  1. Member self-signup — public form on your website (/membership); donor pays dues, account is created automatically.
  2. Manual add — admin enters the member directly via the Add Member button. Use this for paper applications or grandfathered members.
  3. Import — bulk CSV import for migrating from another system.

What each row shows

  • Member — name with avatar.
  • Email — primary contact.
  • Level — membership tier badge (color-coded by level).
  • Status — Active, Pending (paid but not approved), Expired, Cancelled.
  • Joined — first sign-up date.
  • Renews — next renewal due date.
  • Actions — view, edit, renew, cancel.

Renewals

Memberships expire after their term. Koolay automatically:

  • Sends a renewal reminder 30 days before expiration.
  • Sends a follow-up reminder 7 days before.
  • Marks the member Expired the day after.
  • Sends a final win-back email 14 days post-expiration.

If the level is set to auto-renew (and the member opted in at signup), renewal is charged automatically and they continue uninterrupted.

Member-only content

You can gate website content to members:

  • In Page Builder, mark a page or section "Members only".
  • Public visitors see a "Sign in to view" prompt.
  • Members see the content directly.

Useful for member directories, exclusive newsletters, board archives, etc.

Member self-service

Members manage their own profile at /myconsole:

  • Update contact info.
  • Renew or cancel membership.
  • Download membership card / certificate (if enabled).
  • View payment history.

Common patterns

  • Three or four levels is typical — too many overwhelms the public-facing page.
  • Set the lowest tier high enough to matter — a $5 membership doesn't generate revenue worth the support burden.
  • Annual gala = membership push — co-promote with year-end campaigns; "buy a ticket, become a member" upsells well.