SORRELSITES GUIDES
Practical answers for the work ahead.
Explore guidance for membership, events, leadership, websites and finding the right tools.
Membership
Welcoming members, managing dues and sharing the work.
- How should a small club welcome a new member?
Give a new member one named contact, a clear invitation to the next suitable gathering and the information needed to take part.
- How can a small club recruit volunteers when nobody steps forward?
Make the first commitment clear and manageable: name one useful task, explain its time commitment, identify who will help, and ask someone directly.
- How does a neighborhood association collect voluntary dues online?
Choose a voluntary membership plan, connect a payment account and give residents a clear way to join and pay. Explain the cost and renewal terms before they sign up.
- Do our members need an account to pay dues or register for an event?
To join online or register for an event, the person joining or registering signs in or creates a free account. Guests can be booked without an existing account.
Events
Planning events that bring people together.
- A simple guide to publishing your first event online
Set up an event, publish its details on your website, choose how people register and prepare for the day. The event itself can be in person or online.
- How do we plan this year's big event without starting from scratch?
Turn the last event into the next plan: save the working files, record what to keep or change, and give each follow-up an owner and a starting point.
Board and governance
Records, minutes and smoother transitions.
- What happens to our records when the board changes?
Keep the board's records where the organization controls them, give each incoming officer the access their role needs, and leave a note on what is current and what is unfinished.
- How does a lodge or service club keep minutes when the secretary changes every year?
Keep meeting records with the organization, use a consistent review process, and give each new secretary the access and context to carry the work forward.
- How do we hand the treasurer's job to someone new?
A good handover combines records, the right permissions and a conversation about unfinished work. Make a checklist and verify access before the outgoing treasurer leaves.
- How do small boards keep good minutes without losing an evening?
Start the minutes before the meeting: turn each agenda item into a clear question, mark whether it needs a decision, discussion or update, and link the paper to read.
Websites and information
Keeping your organization’s information accessible.
- Can a historical society run its archive and its membership in one place?
SorrelSites can bring membership, events, a website and selected documents together. Whether it fits an archive depends on the materials, access rules and cataloging tools your society needs.
- Do we need a tech person to run our non-profit's website?
Routine website updates can be a volunteer job when the editor is usable and someone is responsible for checking the facts.
Choosing, costs and switching
Questions to ask when evaluating your options or making a move.
- What tools does a small club need — and what can it skip?
Start with the work your club actually does. Compare the tools, people, devices and costs needed to do it well.
- What does your funds in your own account mean?
Online dues and event payments are processed through your organization's connected Stripe account. Stripe's processing fees apply, and payouts follow its timing and account requirements.
- How much should a small nonprofit pay for membership tools?
Compare the base subscription, included allowances, additional usage, payment fees and support when budgeting for membership tools.
- Reviewing Wild Apricot costs? Here are your options.
If your organization is reviewing its tools, compare what you use, the full cost and the work involved in changing systems before deciding.
- How do we move without losing our auto-renewing dues?
Plan membership records and payment arrangements separately. Ask your current and new payment providers whether saved credentials or recurring arrangements can transfer, and verify renewal dates before changing systems.
- When is the right time of year to make a move?
Choose a window around your own renewal dates, major events, staff capacity and current contract. Allow time to review the move and payment arrangements.
- Is it worth leaving a system we've used for years?
Sometimes staying is the right choice. Compare the work your current system supports with the costs and effort of changing before you decide.
- How do we choose tools our volunteers will actually use?
Ask volunteers to try the actual tasks they do on the devices they use. Compare the experience, support and full cost before deciding.
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