The Sample Professional Society has been tailored specifically for professional societies.

Using this template to create your trial organisation will provide you with a pre-made set of subscriptions and example events, together with tailored content.

Subscriptions

The Sample Society comes with 3 types of subscription:

• Full membership:  Annual membership ending on 31st December
• Associate membership:  Reduced price subscription for trainees/students
• Honorary subscription:  A free subscription that can only be allocated by the Society

You can change or remove these, and add new ones to suit. Note: If you want to change from a fixed end date subscription to a fixed period (or vice versa), you will need to remove the subscription product, and add a new one.

Events

The Sample Society has 3 event categories and 3 sample events set up:

• Annual Dinner, with 2 alternative price options and unrestricted capacity
• Evening Lecture, open to non-members as well as members, with different prices for each
• Professional Course, including a booking form to collect information on special requirements

These sample events have been designed to illustrate what is possible, and can easily be adapted. You can also remove the events and add new ones.

Click here for details on how to add, change or remove the event categories.

Forms

Membership Form

The Sample Membership Form is an interactive form, including:

• Employment Details.  
• Qualifications. Currently set up as a freeform field, but could be changed to a multi-checkbox with specified qualifications listed
• Declaration.  That the member will abide by the Rules of the Society

Course Form

The Course Form includes:

• Participant name.  It is possible for someone to book on another person's behalf
• Special requirements.  Request for details of dietary, mobility or other special requirements

To view/edit either of these forms, click on the Edit link next to the form in the Forms section. Click here for details on creating/editing forms.

Payment Methods

When you create a trial organisation, based on one of the templates, the trial will have cheques enabled to get you started. You can add other payment methods.

Content

The sample organisation has content/wording that is relevant for a professional society, ready for you to tailor to your particular organisation. Click on edit in Customise your organisation. We recommend you go through each of the tabs in this section, and update the content where relevant. See details here.

What Next?

Great. So you now have a working trial. We suggest that you now:

• Place some test orders, so you can see how the process will work for new members
• Import your members (ask us to run the cleardown script first if you have added test members/orders)
• Ask us to import your current subscriptions for you
• Share it with your Committee and/or members
• You may also want to embed WebCollect within your website.