Member Onboarding
Add flats and members, set what each one pays, and bring in existing members in bulk.
- 1.Member onboarding overviewLearn the two ways to bring your members into SocietyBee, what each member record holds, and what happens to bill amounts when a member is created.
- 2.Add a memberFill in the Add New Member form step by step, with the flat details, contact details and any old balance, and see what each field means.
- 3.Set bill heading amounts for a memberCheck and change what each member pays for every charge, add or remove a heading for one member, and see their total bill amount.
- 4.Set supplementary heading amountsLink a supplementary bill, such as a one-time repair levy, to a member and set the amounts for its headings.
- 5.Upload members in bulk from ExcelDownload the Excel template, fill in all your members and their bill amounts, check the preview for errors, and import everyone in one go.
- 6.Member opening balance and arrearsEnter what a member already owes, or has paid in advance, on the day you start using SocietyBee, and see how it appears on their first bill.
- 7.Edit or delete a memberCorrect a member's details, change their amounts, or delete a member who was added by mistake, and learn when deletion is not allowed.
- 8.The member list and searchRead the member list, find a member quickly by name, flat, code or email, and open the edit and delete actions.