CBSMembers Help

CBSMembers is membership management software built for Community Benefit Societies. It runs on your desktop (Windows and Mac) and connects to a PostgreSQL database — hosted by us, or on a server you control.

What it does

• Members — maintain your full member register with contact details, bank details, and correspondence preferences
• Shares — manage a multi-class share register; issue, withdraw, suspend, and transfer certificates
• Dividends — calculate, approve, and pay dividends; export BACS files and generate per-member statements
• Communications — send emails and print postal letters from merge templates; CRM notes per member
• Member portal — members can log in to view their details, download documents, and request changes

Getting started

If you're setting up CBSMembers for the first time, start here:

1. Installation — download and install the desktop app
2. Configuration — set up your config.json to connect to your database

Reference

• Members
• Shares
• Dividends
• Communications
• Member portal

If something isn't covered here, get in touch.