Good morning, Daniel
Your membership renews in 34 days and two benefits go unused each year.
MembershipFullsince March 2019
Renews05 Oct 202634 days
Annual fee$240paid monthly
Benefits used3of 8 available
Worth knowing
3 itemsRenewal due 5 OctoberCard on file expires 30 September - update to avoid a lapseAction
You have not claimed your training credit$150 credit expires with your membership yearUnused
Regional event, 18 SeptemberFree for full members - 42 places leftEvent
My membership
What you hold, since when, and what it entitles you to.
Full membership, since 12 March 2019
Your grade reflects your qualifications and experience on joining. Upgrading to Fellow requires five years at Full grade and two sponsor references, and you became eligible in March 2024.
- Grade: Full member
- Member number: M-024118
- Joined: 12 March 2019
- Renews: 5 October 2026, annually
- Fee: $240 per year, paid monthly by card
- Eligible to upgrade: Fellow, since March 2024
Membership history
| Year | Grade | Fee | Paid | Status |
|---|---|---|---|---|
| 2026 | Full | $240 | In progress | Current |
| 2025 | Full | $228 | Paid in full | Complete |
| 2024 | Full | $228 | Paid in full | Complete |
| 2023 | Full | $216 | Paid in full | Complete |
| 2022 | Full | $216 | Paid late, 22 days | Complete |
Continuous membership matters for grade upgrades, so a lapse and rejoin is not the same as renewing.
Benefits
What your grade entitles you to, and what you have actually used.
Your entitlements
| Benefit | Grades | Resets | Used | Status |
|---|---|---|---|---|
| Training credit, $150 | Full, Fellow | Membership year | Not used | Available |
| Regional events, free entry | All grades | - | 2 of unlimited | Available |
| Annual conference, member rate | All grades | Annual | Used 2026 | Used |
| Journal subscription | Full, Fellow | - | Active | Active |
| Technical helpline | Full, Fellow | - | Not used | Available |
| Directory listing | Full, Fellow | - | Active | Active |
| Mentoring scheme | Fellow only | - | - | Not eligible |
| Voting rights | Full, Fellow | Annual | Used 2026 | Used |
Nothing matches that search.
Unused benefits are the strongest predictor of lapse. Members who use three or more rarely leave.
Payments
What you have paid, and what is collected next.
Payment history
| Date | Description | Amount | Method | Status |
|---|---|---|---|---|
| 01 Sep 2026 | Monthly instalment, 6 of 12 | $20.00 | Card ending 4412 | Paid |
| 01 Aug 2026 | Monthly instalment, 5 of 12 | $20.00 | Card ending 4412 | Paid |
| 01 Jul 2026 | Monthly instalment, 4 of 12 | $20.00 | Card ending 4412 | Paid |
| 18 Jun 2026 | Conference ticket, member rate | $95.00 | Card ending 4412 | Paid |
| 01 Jun 2026 | Monthly instalment, 3 of 12 | $20.00 | Card ending 4412 | Paid |
Nothing matches that search.
Your card expires on 30 September, before instalment 8. Update it to avoid an interrupted membership.
Members
The register, by grade and standing.
Members8,412up 184 this year
Retention88.4%target 90%
Average tenure6.2 yearsup from 5.8
Register
| Member | Grade | Joined | Renews | Benefits used | Status |
|---|---|---|---|---|---|
| M-024118 | Full | 12 Mar 2019 | 05 Oct 2026 | 3 of 8 | Current |
| M-031204 | Fellow | 04 Jan 2014 | 04 Jan 2027 | 6 of 9 | Current |
| M-048812 | Associate | 22 Sep 2024 | 22 Sep 2026 | 1 of 5 | At risk |
| M-050914 | Full | 18 Jun 2023 | 18 Jun 2027 | 5 of 8 | Current |
| M-041220 | Full | 09 Nov 2021 | 09 Nov 2026 | 0 of 8 | At risk |
| M-018806 | Retired | 14 Feb 2004 | 14 Feb 2027 | 2 of 4 | Current |
Nothing matches that search.
A member using no benefits is far more likely to lapse than one paying late.
Renewals
Who renews when, and whose payment will fail before they do.
Renewing in 60 days84$19,400
Card expiring first11will fail collection
Auto-renew enabled76%of the register
Next 60 days
| Member | Grade | Renews | Fee | Payment | Risk |
|---|---|---|---|---|---|
| M-048812 | Associate | 22 Sep 2026 | $120 | Card expired | High |
| M-024118 | Full | 05 Oct 2026 | $240 | Card expires 30 Sep | High |
| M-052014 | Associate | 11 Oct 2026 | $120 | Direct debit | Low |
| M-041220 | Full | 09 Nov 2026 | $240 | Card valid | Medium |
| M-039902 | Fellow | 14 Nov 2026 | $310 | Direct debit | Low |
Nothing matches that search.
An expiring card is the most preventable cause of lapse, and the easiest to fix with one email.
Lapsed
Who left, when, and whether anybody asked why.
Lapsed in the last 12 months
| Member | Grade | Lapsed | Tenure | Reason given | Contacted |
|---|---|---|---|---|---|
| M-047118 | Associate | 22 Aug 2026 | 2 years | None recorded | No |
| M-029004 | Full | 14 Aug 2026 | 9 years | Retired from practice | Yes |
| M-051220 | Associate | 02 Aug 2026 | 1 year | Payment failed | No |
| M-033118 | Full | 18 Jul 2026 | 7 years | Cost | Yes |
| M-049906 | Associate | 05 Jul 2026 | 2 years | Payment failed | No |
Nothing matches that search.
Three of these lapsed because a payment failed, not because they chose to leave. That is recoverable.
Tiers and fees
Grades, what they cost, and what they entitle a member to.
Membership grades
| Grade | Annual fee | Eligibility | Benefits | Members | Status |
|---|---|---|---|---|---|
| Student | $40 | In full-time study | 3 | 1,204 | Active |
| Associate | $120 | Entry grade, no requirement | 5 | 2,880 | Active |
| Full | $240 | Qualification plus 2 years | 8 | 3,412 | Active |
| Fellow | $310 | 5 years Full plus 2 sponsors | 9 | 612 | Active |
| Retired | $60 | Retired from practice | 4 | 304 | Active |
Why lapse is the number that matters
Headline membership hides the churn underneath it. A body recruiting 800 and losing 750 looks stable and is quietly failing, and most of those 750 left because something administrative broke rather than because they decided to.
- Lapse is reported separately from net growth
- Failed payment is distinguished from a decision to leave
- Expiring cards are surfaced before the renewal, not after
- A lapse and rejoin does not count as continuous membership
- Unused benefits flag a member at risk while they are still a member
- Every lapse records whether anybody asked why
Audit log
Every grade change, fee change and lapse. Retained for seven years.
Events
| When | Actor | Action | Target | Source |
|---|---|---|---|---|
| 01 Sep 07:00 | System | Flagged 11 members with cards expiring before renewal | Renewals | scheduler |
| 22 Aug 00:01 | System | Lapsed membership, payment failed 3 times | M-047118 | scheduler |
| 18 Aug 14:20 | Elena Fischer | Recorded lapse reason after contact | M-033118 | web |
| 04 Aug 09:40 | Elena Fischer | Upgraded grade to Fellow | M-031204 | web |
| 01 Jul 10:00 | Lena Brandt | Raised Full grade fee to $240 | Tiers and fees | web |
Nothing matches that search.
Lucia Ferreira
One member: what they pay for and what they use.
ActiveRenews in 18 daysMEM-18412 · Lucia Ferreira · full member · since 2019 · $340 a year
Lucia Ferreira
Seven years a member and has used one benefit in the last two. The renewal notice going out in eighteen days lists nine benefits she has never opened.
Member for7 yearsrenewed every year
Benefits used1 of 9in the last 2 years
Lifetime paid$2,180across 7 renewals
Last contact14 monthsa renewal email
What she actually uses
Journal, digitalOpened 9 times this yearUses it
EventsLast attended 2023Stopped
Directory listingNever updated since 2019Dormant
Six other benefitsNever usedNever
Local branchMoved 200 km away in 2024Explains it
She moved away from her branch two years ago. Everything except the journal is geographically useless to her and the renewal notice offers all of it anyway.
What the tiers offer
Full · $340Everything · her current tierCurrent
Digital · $120Journal and online events onlyFits her
Associate · $85Journal onlyAlso fits
Life · $2,400Everything, no renewals
Moving her to digital costs $220 a year of income and probably keeps a member who is one unopened email from leaving. That is a trade, and nothing prompts anybody to make it.
Renewal history
2026Due 24 September · automatic notice queuedPending
2025Renewed · 11 days lateRenewed
2024Renewed · 26 days late, after a reminderRenewed
2023Renewed on timeRenewed
Later every year for three years. That trend is on this record and on no report, and it is the clearest lapse signal a membership body ever gets.
Join
Who they are, what they want, and which tier fits.
The member
Why they are joining
Asked once at joining and checked against usage every year. A member whose stated reason is events and who has not attended one in two years is the retention conversation, and nothing else in this system would find them.
Tier guidance
Mainly the journalAssociate or digital fits$85–120
Events and a branchFull is worth it$340
No branch nearbyDigital, whatever they say$120
UnsureStart lower · upgrading is easyAdvice
Selling a $340 tier to somebody who will use $85 of it wins one year and loses the member. The guidance is here because the higher tier is always the easier sale.
A downgrade is available at any time and does not need a reason.
Benefit usage
What is paid for and what is opened.
Members8,412across 5 tiers
Used nothing in a year1,84022% of members
Average benefits used2.4 of 9full tier
Cost of unused benefits$412,000delivered to nobody
By benefit
$412k on unused| Benefit | Available to | Used by | Take-up | Cost to run | Verdict |
|---|---|---|---|---|---|
| Journal, digital | 8,412 | 6,284 | 75% | $88,000 | Working |
| Local events | 6,120 | 1,412 | 23% | $142,000 | Expensive |
| Directory listing | 8,412 | 984 | 12% | $18,000 | Cheap, unused |
| Training discounts | 8,412 | 412 | 5% | $96,000 | Expensive, unused |
| Helpline | 8,412 | 188 | 2% | $68,000 | Expensive, unused |
The two least-used benefits cost more to run than the one three quarters of members actually open.
A benefit nobody uses is not free to keep. Two of these cost $164,000 a year to offer seven per cent of members, and both appear on every renewal notice as a reason to stay.
Renewal run
Who is renewing, on what terms, and who is drifting.
Renewing in 30 days1,284$412,000
Renewed late last year41232% of them
Later each year188three years running
On the wrong tier624paying above usage
Next 30 days
188 drifting| Member | Tier | Due | Benefits used | Renewal trend | Action |
|---|---|---|---|---|---|
| Lucia Ferreira | Full $340 | 18 days | 1 of 9 | Later 3 years | Offer digital |
| Anton Vrba | Full $340 | 22 days | 7 of 9 | On time | Nothing |
| Sofia Almeida | Digital $120 | 9 days | 3 of 4 | On time | Nothing |
| Piers Callaghan | Full $340 | 26 days | 0 of 9 | Later 2 years | Call |
| Ingrid Solheim | Associate $85 | 4 days | 1 of 1 | On time | Offer full |
The renewal trend column is the useful one. A member renewing later every year is leaving slowly, and the notice they get is identical to everybody else.
Six hundred and twenty-four members pay for more than they use. Moving them down costs income this year and is the difference between a lapse and a member, and nothing in a standard renewal run offers it.
Branches
Where members are, and whether the branch still serves them.
Branches18across 4 regions
Members with no branch nearby1,41217% of members
Branches under 50 members4events barely viable
Members who moved away284still on full tier
By branch
4 under 50 attending| Branch | Members | Events a year | Attendance | Cost | Verdict |
|---|---|---|---|---|---|
| Northgate | 1,842 | 12 | 31% | $28,000 | Healthy |
| Selby | 1,240 | 10 | 24% | $24,000 | Healthy |
| Cavell | 684 | 8 | 18% | $21,000 | Thin |
| Harrowgate | 188 | 6 | 11% | $18,000 | Not viable |
| Ostervall | 41 | 4 | 9% | $14,000 | Not viable |
The two smallest branches cost $32,000 a year to serve 229 members, and fewer than one in ten of those attend anything.
Two hundred and eighty-four members moved away from their branch and stayed on the tier that pays for it. Nobody told them a cheaper tier existed, because nothing watches for a change of address.
Reports: activity
Volume and throughput, by owner and by tier.
Members8,412up 2.1% this year
Opened this month1,284against 684 closed
Median age-target is,
Owned by nobody284oldest is 2 years
Volume over time
12 weeksRenewals per month. The peaks are the two joining seasons repeating seven years later, and nothing about them is a campaign result.
By tier
This quarterBy branch
This quarter| Branch | Open | Closed | Median days | Overdue |
|---|---|---|---|---|
| Northgate | 1,842 | 91% | 31 | 84 |
| Selby | 1,240 | 89% | 24 | 96 |
| Cavell | 684 | 84% | 18 | 112 |
| Harrowgate | 188 | 78% | 11 | 41 |
| No branch | 1,412 | 72% | - | 284 |
Renewal rate falls with branch size and falls furthest where there is no branch at all. The last row is 17% of the membership and has no owner anywhere.
Reports: performance
Against target, with the gap named.
Against target86%annual renewal rate
Best branchMembers using 5+ benefits97% renew
WorstMembers using none54% renew
Trend-2 ptson last quarter
Against target by tier
100 is the targetBenefit usage predicts renewal better than tier, tenure or region. It is also the only one of the four this organisation can do anything about.
What moved
Rule-derivedRenewal rate down 2 pointsAll of it among members using nothingDown
624 members paying above their usageNone has been offered a lower tierWatch
Digital tier renewals up 6 pointsThe tier that matches what people useUp
Threshold rules over the figures above, not a model. Each line names the number it came from so you can disagree with it.
Reports: exceptions
What breached, what is late and what nobody owns.
Breached188renewing later every year
At risk624inside 48 hours
Unassigned284no owner at all
Reopened284closed then raised again
Exceptions
188 open| Group | Size | Problem | Value | Action |
|---|---|---|---|---|
| Renewing later 3 years running | 188 | Leaving slowly, unflagged | $62,000 | A personal note |
| Paying above their usage | 624 | Never offered a lower tier | $212,000 | Offer the tier |
| Moved away from their branch | 284 | Still on full tier | $96,000 | Offer digital |
| Used no benefit in a year | 1,840 | 54% will renew | $412,000 | Ask why |
| Ostervall and Harrowgate branches | 229 | $32,000 to serve, 9% attend | $32,000 | Decide |
Every row is a group rather than a person, because none of these is a fault. They are ordinary members whose situation changed and whose membership did not.
A member renewing later every year for three years is the clearest lapse signal a membership body ever gets. It sits on each of those records and on no report, and the notice they receive is identical to everybody else.
People
Who has an account, and what they own.
People
42 accounts| Name | Role | Region | Last active | Status |
|---|---|---|---|---|
| Delphine Aubert | Administrator | Head office | 9 minutes ago | Active |
| Tomas Ekberg | Membership manager | Head office | 25 minutes ago | Active |
| Ines Duarte | Membership officer | Head office | 1 hour ago | Active |
| Rowan Lynch | Branch secretary | Northgate | 2 days ago | Active |
| Malin Ohlsson | Branch secretary | Selby | 1 week ago | Active |
| Piotr Zawadzki | Finance | Finance | 3 hours ago | Active |
Deactivating somebody prompts you to reassign what they own rather than doing it silently, because an unowned record is how a register rots.
Roles
What each role is scoped to and what it may approve.
Roles
5 roles| Role | Type | People | Scope | Can approve to | Status |
|---|---|---|---|---|---|
| Administrator | Built in | 1 | Everything | No limit | Active |
| Membership manager | Built in | 2 | All members | Any tier change | Active |
| Membership officer | Built in | 6 | All members | Downgrades freely | Active |
| Branch secretary | Custom | 18 | Own branch | Reads only | Active |
| Finance | Built in | 3 | Payments and refunds | Refunds to $500 | Active |
A role carries a scope and an approval ceiling. Both are enforced on the server; hiding a button is not access control.
Recent changes
Officers can downgrade a tier without approvalDelphine Aubert · 1 AugustLogged
Branch secretaries limited to their own branchDelphine Aubert · 4 AprilLogged
Role changes sit in the same audit log as record changes, because both change what somebody can do.
Why custom roles exist
- An officer can move somebody to a cheaper tier on the phone, immediately
- An upgrade needs the member to say yes and is recorded with who asked
- A branch secretary sees their own members and cannot export them
- Nobody deletes a membership record; a lapsed member keeps their history
Permissions
Every capability against every role, as enforced.
What each role can do
10 capabilities| Capability | Administrator | Manager | Officer | Branch secretary | Finance |
|---|---|---|---|---|---|
| View members | Yes | Yes | Yes | Own branch | Yes |
| Create a membership | Yes | Yes | Yes | No | No |
| Downgrade a tier | Yes | Yes | Yes | No | No |
| Upgrade a tier | Yes | Yes | With consent | No | No |
| Cancel a membership | Yes | Yes | Yes | No | No |
| Refund to $500 | Yes | Yes | No | No | Yes |
| Change tier prices | Yes | Yes | No | No | No |
| Run a renewal batch | Yes | Yes | No | No | No |
| Export member data | Yes | Yes | No | No | No |
| Delete a member record | No | No | No | No | No |
Enforced per query rather than by hiding controls. A scoped "yes" means the row exists but is limited, which is why some actions need a second person.
An officer can downgrade somebody on the phone and needs consent to upgrade them. The asymmetry is deliberate: keeping a member cheaply should be the easy action.
Notifications
What the system sends, to whom, and when.
What is sent
Member used no benefit in 12 monthsTo the membership officerOn
Renewal later than last yearTo the officer, at renewalOn
Member address moves away from their branchTo the officer, to offer digitalOn
Renewal payment failsTo the member and financeOn
Membership lapsesTo the branch secretaryOn
Every message names the record it is about, so a reply lands somewhere.
Quiet hours
No routine notifications20:00 to 07:00, local to the personOn
Urgent overridesA life member or a member of 25 years lapsingOn
Weekly digestMonday 08:00On
A notification that waits until morning is one that did not work, so the override is explicit rather than a setting nobody finds.
Notification rules are yours to set. What is here is a starting point drawn from how the queue actually behaves.
Integrations
Connected systems and their sync history.
Connected
4 connectedPaymentsDirect debits, cards and failuresConnected
Journal platformWho opens what, and how oftenConnected
EventsBookings and attendanceConnected
EmailRenewal notices and their fateConnected
Address lookupMoves and duplicate detectionNot connected
What breaks without them
- Without the journal and events feeds benefit usage is unknown, and usage is the strongest renewal predictor there is
- Without address lookup a member moving 200 km away looks identical to one who stayed, which is how 284 people keep paying for a branch they cannot reach
- Without payments a failed renewal reads as a decision to leave
- Renewals still go out; they just go out to everybody the same way
Sync history
Last 24 hours| When | Source | Records | Result |
|---|---|---|---|
| Continuous | Payments | 8,412 members | 11 failed today |
| Daily | Journal platform | 6,284 readers | Current |
| Daily | Events | 1,412 attendees | Current |
| Continuous | 1,284 notices | Live |
A sync that half-succeeded is listed as such rather than as a failure, because the records that did land still changed something.
Import and export
Bulk load and extract, with per-row validation.
Import
Validated before anything is written. A file with one bad row imports the rest and tells you which line failed and why.
Export
RangeEverythingThis yearFiltered view
Recent imports and exports
Last 30 days| When | What | Rows | Result | By |
|---|---|---|---|---|
| 1 Sep 07:00 | Import | 8,412 | Complete | Delphine Aubert |
| 1 Sep 18:00 | Export | 8,412 | Complete | Tomas Ekberg |
| 20 Aug 10:30 | Import | 412 | 398 loaded, 14 duplicates held | Ines Duarte |
Every import is kept with its source file, so a bad load can be traced rather than argued about.