Payments
Dues and fees posted once
Associations · Wild Apricot
Wild Apricot Setup for Associations
For the small association whose member records live in spreadsheets: dues, renewals, events and the portal in one system.
At a Glance
- Platform
- Wild Apricot
- Build
- Starter, $3,000
- Built In
- About Four Weeks
- First Engagement
- $7,750
The Stack
What Runs Where
Nine layers, with Wild Apricot holding the record. Everything else is either switched on inside it or connected to it.
Reasoned from the pattern; no association engagement has been delivered yet.
System of Record
Wild Apricot
The member database, dues, renewals, events and the member portal.
Intake
Wild Apricot Join and Event Forms
A join or a registration becomes a member record, not a spreadsheet row.
Dues
Wild Apricot
Billed on a schedule, with renewals that start early.
Events
Wild Apricot
Registration and payment on the record.
Communication
Wild Apricot Email
Renewal and event sequences to the right segment.
Payments
Stripe or QuickBooks
Dues and event fees posted once.
Mail
Google Workspace
One domain, one mailbox structure, staff mail on the record.
Visibility
Google Business Profile
Kept current for the members who search for the office.
Reporting
One Retention Report
Renewals, lapses and engagement by segment, monthly.
What We Switch On
Inside Wild Apricot
- Membership levels and their renewal rules
- The renewal sequence that starts sixty days out
- Event registration tied to the member record
- The member portal for self-service payment and updates
- One retention report the board can read
- QuickBooks connected so dues land once
What it does not do. Wild Apricot is the record for a small association; a larger one with committees and a community needs MemberClicks or HubSpot alongside.
The Path
One Job, Start to Finish
The Join
A join becomes a member record with the level, the dues and the source.
The Dues
Billed on a schedule; the renewal sequence starts sixty days out.
The Event
Registered and paid on the record; attendance tracked.
The Lapse
Caught by the sequence, then by a person, before it is final.
The Report
Retention and engagement the board can read in a page.
Connections
What We Wire In
Google Workspace
Staff mail on the record
Reporting
The monthly retention report
What It Costs
The Starter Build
Your platform holds the customer and just needs configuring properly, so this is the Starter Build.
Every line is priced on its own: the website, the CRM Build and each connection.
The CRM Build, Starter$3,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$7,750
$6,750 with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with Wild Apricot or any platform named here.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.