I’m starting a business based upon memberships and I’m seeking help to find software solutions to the following:
Members will have different membership fees depending on their personal circumstances. I’m looking to do the following to on-board members:
1. have a member apply through online form or fillable pdf
2. collect their application in a database or table
3. automatically email them a quote for their membership based upon their responses in 1.
4. automatically email an invoice and payment instructions
5. have invoice synced with Xero
6. email membership certificate when payment received
Further to this, I need a secure member section of my website which would show the same information to each member. I would like to issue their login at the point of payment and have their login suspended once their membership period expires. I’m currently using Squarespace which I don’t think can communicate with a 3rd party membership/login list.
I’ve tried doing some of this with Jotform which gets close but doesn’t provide exactly what I’m after. Any suggestions of software would be greatly appreciated.