Membership Management

Connecting a Stripe account to accept card payments

ToastHost can accept card payments on behalf of your club. We use Stripe to securely handling card payments on behalf of your members. Before we get started there are a few things you need to know:

To configure card payments you need to create a Stripe account for your club, then connect the account to ToastHost. These steps are described in the below two sections:

Creating a Stripe Account

To create a Stripe account go to https://stripe.com
accept card payments on behalf of your club. To do this you need a Stripe account.

Stripe Start Now Button

Register yourself (you need to register yourself, not your club account at this stage). As multiple members may and will administer the Stripe account for your club.

Stripe Signup

Once signed up create your club account. The member signing up (ideally the President or Treasurer) should put in the various club details. When you get to members, remember you are not shareholders, but as a committee member you do have a role (President or Treasurer) and you are on the guidance committee for your club.

Linking your Stripe account to ToastHost

Stripe Management Roles

Now you have configured your Stripe account we can go back to ToastHost. Back on your club homepage you can see the Stripe link status here:

Account Linking

Click on 'Click here' to link your stripe account.

Account Linking Button

Clicking the button will direct you to Stripe where you can authorise ToastHost to link to your account and accept users payments on your behalf:

Stripe Connect Linking

Configuring membership management

Once your Stripe account is connected, you can configure membership pricing and settings:

Setting Membership Fees

  1. Go to your club homepage
  2. Navigate to the Membership section
  3. Click "Configure membership settings"
  4. Set your membership fees:
  5. New member fee (including TMI fees)
  6. Renewal fee (6-month period)
  7. Optional: Early bird discounts
  8. Optional: Late payment penalties

Enabling Online Payments

  1. Toggle "Enable online payments" to ON
  2. Configure payment deadlines
  3. Set up automatic payment reminders
  4. Choose notification preferences

Member Registration Process

For New Members

  1. New members access the registration form via your club website or a shared link
  2. They complete the membership application
  3. Payment is processed immediately via Stripe
  4. Confirmation email is sent automatically
  5. Member details are added to your club roster

For Renewals

  1. Existing members receive renewal reminders
  2. They click the renewal link in the email
  3. Confirm their details and submit payment
  4. Renewal is recorded automatically

Managing Members

Member Roster

Payment Tracking

Communication

Officer Management

Assigning Officers

  1. Go to Club Settings
  2. Select "Officer Management"
  3. Assign members to officer roles:
  4. President
  5. VP Education
  6. VP Membership
  7. VP Public Relations
  8. Secretary
  9. Treasurer
  10. Sergeant at Arms

Officer Permissions

Officers automatically get access to: - Member management functions - Financial reports (Treasurer) - Meeting management (VPE) - Website updates (VPPR)

Best Practices

  1. Keep fees updated: Review and update fees before each renewal period
  2. Monitor payments: Check payment status regularly
  3. Communicate clearly: Ensure members know about online payment options
  4. Maintain records: Export payment reports for club records
  5. Support members: Be ready to help with payment issues

Troubleshooting

Common Issues

Getting Help