Features
Everything your association runs on
The admin console your staff work in, the portal your members use, and the connections to your website and payments.
Members
Every member on one record
Each record holds the member's practice, membership, payments, events, emails and staff notes, with their activity in order. Search, filter and save views, then act on a whole group at once.
- Online applications with a review queue for staff
- Membership types for managers, practices and partners
- Filters, saved views and bulk actions
- CSV import and export
- A member directory with privacy settings for each member
Dues and renewals
Dues, renewals and invoices
Give each membership type its own price, grace period and auto-renew setting. Members pay online by card or ACH, and every payment, refund and invoice sits in one ledger.
- Stripe Checkout, paid into your association's own Stripe account
- Renewal reminders, grace periods and lapse handling
- Renewals and upgrades members do themselves in the portal
- Checks and cash recorded by staff
- A digital membership card members can show on their phone
Events
Events, from early bird to check-in
Build an event with ticket types, an agenda, speakers, sponsors and your own registration questions. Members get member pricing when they sign in, and every attendee gets a ticket for Apple Wallet.
- Webinars, meetups, workshops and conferences
- Early bird pricing and promo codes
- A waitlist that tells staff when a seat opens
- Check-in by camera, kiosk check-in and badge printing
- Registration, revenue and attendance reports
CE credit
CE credit without the paperwork
Credits post to a member's transcript when they check in at your sessions. Members log courses they took elsewhere, staff verify them, and members print their own certificates from the portal.
- A yearly credit goal, with each member's progress
- Outside credits checked by staff before they count
- Printable certificates and a transcript export
- A monthly report of the credits issued
Your BPMA membership renews on Mar 15, 2027
From Bayside Practice Managers Association
Email that comes from your association
Start from one of eight ready-made designs, change the words and send to any group of members. Renewal reminders go out on their own, and automations handle the other routine emails once you set them up, like welcome series and event follow-ups.
- Designs for welcomes, newsletters, invitations, last calls, thank-yous, renewals, win-backs and portal launches
- Segments, merge fields and scheduled sends
- Delivery, open and click rates for every campaign
- Automations that start when someone joins, registers, nears renewal or lapses
Set up the year-round emails once
Each one is a series of emails and staff tasks, started by something that happens to a member: joining, registering, nearing renewal or lapsing.
Community
A place for members to help each other
A members-only forum where managers ask the questions other practices have already solved, with categories, pinned threads and moderation. Committees get their own workspace, and practices can post jobs.
- Discussion forum with moderation tools
- Committee workspaces
- A job board, with each posting approved by staff
- A resource library for templates, slides and recordings
Reports
Reports the board asks for
Thirteen ready-made reports cover membership, money, events, engagement and CE credit. Run one, export it, or schedule it to land in someone's inbox.
- Membership roster, renewals forecast and lapsed members
- Revenue summary and dues aging
- Event attendance and revenue
- A custom report builder
Integrations
Connected to your website and your tools
The portal carries your association's name and badge on a web address of its own. Your current website can show your events and join form, and developers get a JSON API and webhooks.
- Event listings and a join form for your website, in your colors
- A JSON API with public and server keys, plus webhooks
- Apple Wallet passes and calendar files for events
- AI assistants like Claude and ChatGPT, limited to what each person's role allows
- Card and ACH payments through Stripe
See it with your own association in mind
Book a demo and we'll show you the parts that matter to you, using a sample association's members, events and emails.
Each association gets its own database