Features

Meeting Attendance feature image

All about your meetings

  • Schedule your entire Rotary Year
  • Send email and SMS calendar invites to members & guests
  • Add visitors once and system remembers them forever
  • Add decisions from Board meetings & Club Assemblies
  • Automatic sending of makeup certificates from visiting Rotary members
  • Automatic sending of Thank You cards to guests
  • Automatic syncing of absent members with makeups
  • Track contributions collected per meeting in multiple payment modes
  • Send contribution statements to members
  • Allow self check-ins with QR Codes through the self service portal
  • Downloadable attendance list with contributions
  • Access attending clubs and send via email

Constitution & By-Laws

  • Based on the Standard Rotary Constitution articles & sections
  • Email a PDF copy to members or club officials
  • Search any article or sections
  • Full By-law management with versioning and approval stages (Board & Club Assembly)
  • Member access through the self service portal
Constitution feature image
Invoice Feature image

Dues & Invoicing

  • Add invoice templates that specify the amounts to bill once and generate as many invoices from it
  • Invoice non-members (Aspiring/Prospective members)
  • Send PDF invoices via email
  • Send SMS invoices
  • Automatic reminders for all open invoices (Unpaid / Partly Paid)
  • Adjust invoice amounts to cater to previous year adjustments (balances / overpayments)
  • Stop reminder notifications for terminated/uninterested members
  • Track payments and allow members to notify of payments from the Self service portal
  • Auto generated invoice numbers, receipt numbers
  • Send Mini statements for multiple payment options

Project Management

  • Add all your projects (Club funded, District Grants & Global Grants)
  • Draft and approve your budget
  • Multi-currency expenses
  • Spread expenses against multiple budget line items
  • Auto generated project index numbers
  • Add all of your vendors
  • Tie expenses to vendors / club
Project Management feature image
Reports feature image

Reports & Analytics

  • Monthly, Half-Year & Annual attendance per member
  • Monthly, Half-Year & Annual contribution per member
  • Monthly, Quarterly District reports
  • Membership Movement (Inducted, Terminated)
  • Membership Age Distribution Reports
  • Birthday Distribution (entire calendar year)