Project Description:
Membership website for an art society (no affiliate functions) with back-end administration.
PHP & MySQL.
The project includes migration of member data from existing MS Access database to the new web based system.
And also integration with an existing website.
The client like the functionality of the wildapricot.com hosted membership software but wants something they can host themselves.
Below is a high level overview of the functionality required.
Detailed spec/workflow will be provided once project has been assigned.
Frontpage:
MEMBERSHIP
Button/Link to membership sign-up form
Gather specific fields of information from the new member, accept payment
Setup the new member record and membership billing template automatically
Member can change pre-defined profile fields/options.
Member have private area to upload images/docs/text about projects
Members have access a private members-only section ie: forum or directory
EVENTS
Calender showing upcoming events, visitors and/or members can register/pay for events
BILLING/FINANCE
Logged in member can view/pay invoices
Logged in member can renew/change membership level.
DONATIONS
Supporters make donations on the website, stored as donors
Admin back-end:
DASHBOARD
Shows - new members, latest events, members due for renewal, suspended members
MEMBERSHIP MANAGEMENT
Create membership levels, fees, renewal period, reminders, activation emails to send
Customize application forms
Bulk email to members, ability to filter who recieves
Newsletter -
Reports - list of members, income reports
EVENT MANAGEMENT
Create new event, when published will show on frontpage
Configure - event announcement, event reminders, confirmed registration emails
Track regstrations and payments
Reports – list of events, attendees per event, payment
BILLING/FINANCE MANAGEMENT
Create adhoc invoices
Track payments
Auto-generate and email invoices to members on renewal date
Record payments, refunds
Reports - payments, refunds, income
PAYMENT MANAGEMENT
Online or offline payment for:
New membership applications
Membership renewals
Event registrations
Donations
DONATION MANAGEMENT
Create donation form
Create, automate, personalize Thank-you emails
Track donations
Reports - filter by date, by online vs offline payments
WEBPAGE MANAGEMENT
Update existing pages - text, links, images
CUSTOM REPORT MANAGEMENT
Ability to design custom reports
Additional Project Description:
03/14/2013 at 23:54 WAST
Some additional info:
Membership application forms: ability to customize - admin can select which fields are displayed in the form.
Membership payments: The 1st version will launch without online payments option, only offline payments like direct deposit. Once client decides to go for online payments it might be included in version 2.
Custom reports: The admin should be able to design reports based on the existing tables and data using a drag-and-drop or similar WYSIWIG report designer to build crosstabs, tables, chart-based reports etc using a standard browser. The basic look and feel of the reports must be customizable ie: Header/Title, text, footer. Or if admin can choose from a few predefined style templates.
