Membership Pro: What's Included and How to Use It

This article gives you the full picture in one place and points you to the detailed help article for each feature.

What's included at a glance

Feature	What it does	Where to find it
Membership Center	Manage plans, sign-up pages, subscriptions, payments, and settings in one hub	Contacts > Membership Management
Supporter Portal	Self-service hub where members manage their own membership	Settings > Supporter Portal (admin settings)
Member Directory (Pro)	A searchable list of members inside the portal	Settings > Supporter Portal
Global Announcements, Alerts & Benefits (Pro)	Message, alert, or add benefits for all members or specific plans at once	Contacts > Membership Management > Announcements
Custom Portal Pages (Pro)	Add your own rich text pages to the portal navigation	Settings > Supporter Portal > Portal Pages

Membership Center tools

The Membership Center is your home base for running your program. Go to Contacts > Membership Management to open it.

Overview dashboard: See revenue, forecasts, and active subscribers, plus Expiring Cards and Expiring Subscriptions tabs so you can reach out before payments fail or members lapse. Learn more: Membership Management Overview
Plans: Set the amount, billing frequency, and duration for each membership level, and add advanced options such as household memberships. Learn more: Membership: Plans and Prorated Membership Plans
Plan Benefits: Attach benefits to a plan so every new subscriber receives them at sign-up. Learn more: Membership Benefits
Household memberships: Let one subscription cover multiple people in a household. Learn more: Household Memberships
Sign Up Pages: Share a link or embed a page on your website where people can join. Learn more: Membership - Sign Up Pages
Subscriptions: Cancel, stop renewal, extend, reinstate, or create offline subscriptions. Learn more: Membership - Subscriptions, How do I stop a subscription from renewing?, Can I extend a subscription, Re-activate Subscription, and How do create an offline subscription
Payments and Invoices: Review successful, scheduled, and failed payments. Learn more: Membership: Payments and Invoices and What happens when a recurring payment fails?
Settings and notifications: Control renewal reminders, team copies, reminder timing, and failed payment handling. Learn more: Membership : Settings and What notifications are available for members?

The Supporter Portal

Every member gets access to the Supporter Portal at betterunite.com/portal. They sign in with their email address and a verification code, so there is no password to remember. In the portal, members can see their Member ID card with QR code, update their profile, manage their subscription and household members, review payment history, and see messages and documents from your organization.

Learn more: The Supporter Portal: A Guide, Supporter / Member Portal Settings, and How can I view a member's portal page?

Membership Pro features

These three features are where Membership Pro goes beyond the basics. If your organization does not have Membership Pro, you will see an upgrade prompt in place of the settings.

Member Directory

The Member Directory adds a searchable tab to the Supporter Portal so members can find and connect with each other.

What you can control:

Directory title: Rename the tab to fit your community, for example "Alumni Network" or "Member Hub."
Fields shown on cards: Choose from Photo, Job Title, Company, City, Country, Phone, and Email, plus any of your own contact custom fields.
Qualifying plans: Show only members on certain plans, or leave it blank to include members on any plan.
Filters members can use: Add dropdown filters such as City, State, Country, Company, and Job Title. Filters are only available for fields that appear on the cards.
Member privacy: Members can hide themselves, or individual fields, from their own Profile tab. Admins always see everyone.

The directory is for discovery only. It does not include direct messaging between members.

To set it up, go to Settings > Supporter Portal and find the Member Directory section. Learn more: Member Directory

Global Announcements, Alerts & Benefits

Global Announcements let you reach all of your members, or just the members on specific plans, without opening individual records. There are three types:

Note: Appears in each member's portal Messages tab. Good for policy updates, welcome notes, and seasonal messages.
Alert: Appears as a banner on the member's portal dashboard. Good for time-sensitive reminders such as event dates or renewal deadlines.
Benefit: Adds a benefit to active subscribers on the plan you select, so you can roll out a new perk without editing each subscription.

To create one, go to Contacts > Membership Management, open the Announcements tab, and click New Announcement. You can set a title, type, and message, choose start and end dates, set the display order, and restrict it to specific plans (leave the plan field empty to reach all members). You can also check Email members about this announcement to notify the targeted members when you post a new announcement.

A few helpful notes:

Global messages are one-way. Members can read them in the portal but cannot reply.
To give every future subscriber a benefit automatically at sign-up, add it under Plan Benefits instead.

Learn more: Global Announcements, Alerts & Benefits and Can I post a message to a member?

Custom Portal Pages

Custom Portal Pages let you add your own pages to the Supporter Portal navigation. Popular uses include a member resources page, instructions for redeeming perks, waivers, welcome information for new members, and seasonal announcements.

To add a page, go to Settings > Supporter Portal, find the Portal Pages section, and click Manage custom pages. For each page you can:

Give it a title (this is what members see in the navigation).
Add your content in the rich text editor.
Turn Show this page in the member portal on or off at any time without deleting the page.
Optionally restrict the page to specific plans. Leave the plan field empty to show it to all members.

The Portal Pages section also lets you choose which of the standard portal pages appear in the sidebar and in what order.

Learn more: Custom Portal Pages and Supporter / Member Portal Settings

How to check whether you have Membership Pro

Go to Settings > Subscription and Billing and open the Upgrade Options tab. Modules that are part of your plan are marked as yours, and anything above them shows its price for your account. You can also contact support@betterunite.com with any questions about which modules fit your program.

Learn more: Moving to Modular Pricing

Frequently asked questions

Which features need Membership Pro?

The Member Directory, Global Announcements, Alerts & Benefits, and Custom Portal Pages. These are the features that show an upgrade prompt if Membership Pro is not part of your plan.

Can I send a global message to just one membership level?

Yes. Messages, alerts, and benefits all include a plan filter, so you can target one tier or several.

Can I show a custom page to only some of my members?

Yes. Restrict the page to one or more plans, or leave the plan field empty to show it to everyone.

Will members see the directory automatically?

Only if you have turned it on and set it up in your Supporter Portal settings. Members can also choose to hide themselves from it.

Do my members need a password for the portal?

No. Members sign in at betterunite.com/portal with their email address and a verification code. Their session stays active for 30 days.