Nonprofit member portal with directory & renewals

A nonprofit member portal is where members find each other in a directory and read their benefits and updates, the coordinator tracks each member's dues status, and renewals come with a reminder.

Pattern: Directory

Describe it to Pory

“We're a 501(c)(3) wetlands nonprofit with 600 members. We want a member directory, benefits and updates pages, dues status for each member, and renewal reminders.”

Viewing as

Directory

Members

Powered by Pory

In plain English

How Pory sets it up

Pory gives every member and membership coordinator a sign-in of their own. Each member sees only their own members. It covers dues status, benefits and updates. Members, dues, forms, events, bookings and who to contact live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Members can find each other without asking the office for an address

Members who met at a work party had no way to find each other again except asking the office, which couldn't hand out details anyway. In Pory signed-in members browse a directory of names, membership types and home towns, with dues kept off it entirely. The office stops working as a switchboard.

People directoryDone by: Member
02

The coordinator sees whose dues are due, paid or lapsed

Dues were cross-checked between bank statements and a spreadsheet that was always a month behind. In Pory each membership has its own dues record with the renewal date, amount, how it's paid and its status, and only the member and the coordinator see it. Finding who has lapsed takes a filter, not a Sunday afternoon with a highlighter.

Tables to manage recordsDone by: Membership coordinator
03

Member benefits and wetland news on pages members actually open

Updates went out as an emailed PDF newsletter, opened mostly by the people who wrote it. In Pory the coordinator keeps benefits and updates on pages inside the portal: guided walks, the photography blind, the latest survey count. Members see what their membership gets them without digging for last spring's email.

Notices & content pagesDone by: Member
04

A renewal reminder reaches each member before their dues lapse

Renewals relied on the coordinator remembering to write to each member in the right month, which slipped every spring. In Pory each dues record has a renewal date, and the member gets a reminder in the portal and by email ahead of it. Fewer memberships lapse just because nobody mentioned it.

Notifications & remindersDone by: Member

Who sees what in a nonprofit member portal

Every person signs in to their own view. This is what each role in the demo gets.

Member

Sees only their own members.

Pages
Home, Directory, Benefits & updates, My membership, Events
Can start
Return a form, Reserve a spot

Membership coordinator

Sees every member in the portal.

Pages
Home, Dues, Members, Forms, Events
Can start
Ask for a form, Add an event

What’s in the nonprofit member portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Members

  • Name (text)
  • Membership (choice: Individual, Family, Student, Life)
  • Town (text)
  • Joined (date)
  • Status (choice: New, Active, Lapsed)
  • About (long text)

Dues

  • Membership (text)
  • Member (link)
  • Renewal date (date)
  • Annual dues ($) (number)
  • Paid by (choice: Auto-pay, Bank transfer, Check, Cash at the desk)
  • Status (choice: Due, Paid, Lapsed)

Forms

  • Form (text)
  • Member (link)
  • Needed by (date)
  • Kind (choice: Matching gift, Consent, Proof of status, Safety)
  • File (file)
  • Status (choice: Requested, Uploaded, Checked)

Events

  • Event (text)
  • Date (date)
  • Kind (choice: Guided walk, Survey, Work party, Family day, Talk)
  • Meet at (text)
  • Led by (text)
  • About (long text)

Bookings

  • Event (text)
  • Date (date)
  • Spots (number)
  • Member (link)
  • Status (choice: Waitlist, Booked, Attended, Canceled)

Who to contact

  • Name (text)
  • Role (text)
  • Email (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Decide

1 part
  • Reminders by date

    Renewals, expiries and overdue work, in an in-app inbox and by email.

Share

3 parts
  • Tables

    Search, filters, sorting, inline add and edit. The spreadsheet, minus the sharing accident.

  • People directory

    Portraits, names, and roles from a table, shown only to the roles allowed to see them.

  • Notices & info pages

    Check-in details, benefits, updates: a page for a role to read.

Control

3 parts
  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

A member signs in with a link sent to their email and lands on Home. They see Home, Directory, Benefits & updates, My membership and Events, and only the members that are theirs. From there they can use “Return a form” and “Reserve a spot”.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

Build your nonprofit member portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited members.

See pricing · How Pory builds a portal