Membership Pro ships with practical guides for first-time setup, daily use, training, upgrades and release history. Download the PDFs below and share them with your staff, volunteers or implementation team. The Bulk Import Addendum is especially useful for organizations moving existing Excel or CSV member lists into Membership Pro.
For new users and administrators who want to install Membership Pro, complete first-run setup, understand the main menus and begin everyday tasks quickly.
The complete reference for all users and administrators, covering Membership Pro from member records and households through finance, reports and administration.
A structured training curriculum for new staff, volunteers and trainers. Each module includes objectives, a lesson, hands-on exercises and checkpoints.
For organizations moving from Excel or CSV spreadsheets. Learn how to download the template, prepare member data, preview errors, detect duplicates and run a safe import.
Read what changed in Membership Pro 2.0, including membership dues, finance cashbook, recurring schedules, communications, reporting and administration improvements.
Use the Quick Start Guide for onboarding, the User Guide as your daily reference, the Training Manual when introducing Membership Pro to staff or volunteers, and the Bulk Import Addendum when migrating existing member lists from spreadsheets.