https://yakmembers.com/docs/ https://yakmembers.com/docs/add-a-person/2026-11-02 https://yakmembers.com/docs/add-a-person/media/poster.webpHow to add a person in YakMembersEveryone your club deals with, from members to volunteers and parents, starts as a person record. Add someone once and the same record carries their memberships, event registrations, invoices and history.https://yakmembers.com/docs/add-a-person/media/video.mp433 https://yakmembers.com/docs/build-a-form/2026-11-02 https://yakmembers.com/docs/build-a-form/media/poster.webpHow to build a form in YakMembersCollect volunteer sign-ups, surveys or nominations without a separate form tool. Responses land in YakMembers next to the person's record, and each published version is kept so you know which questions people answered.https://yakmembers.com/docs/build-a-form/media/video.mp431 https://yakmembers.com/docs/build-an-audience/2026-11-02 https://yakmembers.com/docs/build-an-audience/media/poster.webpHow to build an audience in YakMembersAn audience is a saved rule for who receives a message, such as members in their renewal grace period. YakMembers previews exactly who is included, and excludes anyone who hasn't agreed to that kind of email.https://yakmembers.com/docs/build-an-audience/media/video.mp435 https://yakmembers.com/docs/change-your-subscription-plan/2026-11-02 https://yakmembers.com/docs/change-your-subscription-plan/media/poster.webpHow to change your YakMembers planAs the club grows, move to a plan with room for more members and emails. Choose monthly or annual billing; Stripe applies any proration to your next invoice.https://yakmembers.com/docs/change-your-subscription-plan/media/video.mp426 https://yakmembers.com/docs/check-in-event-attendees/2026-11-02 https://yakmembers.com/docs/check-in-event-attendees/media/poster.webpHow to check in event attendees in YakMembersAt the door, open the event's check-in list and mark people as they arrive. Check-in keeps working if the boathouse Wi-Fi drops and syncs when the connection returns.https://yakmembers.com/docs/check-in-event-attendees/media/video.mp423 https://yakmembers.com/docs/create-a-full-data-export/2026-11-02 https://yakmembers.com/docs/create-a-full-data-export/media/poster.webpHow to create a full data export in YakMembersYour club's data stays yours. A full export packages every record into an archive with a manifest and checksums, for your own backups or a move to another system.https://yakmembers.com/docs/create-a-full-data-export/media/video.mp420 https://yakmembers.com/docs/create-a-scoped-api-token/2026-11-02 https://yakmembers.com/docs/create-a-scoped-api-token/media/poster.webpHow to create an API token in YakMembersConnect a spreadsheet, a reporting tool or your own script to YakMembers. Give each token only the scopes it needs, such as reading people, so a leaked token can't change anything.https://yakmembers.com/docs/create-a-scoped-api-token/media/video.mp421 https://yakmembers.com/docs/publish-a-membership-plan/2026-11-02 https://yakmembers.com/docs/publish-a-membership-plan/media/poster.webpHow to publish a membership plan in YakMembersA plan sets what membership costs and how long it lasts. Publishing locks that version, so the people who join under it keep its rules even when you change prices next season.https://yakmembers.com/docs/publish-a-membership-plan/media/video.mp441 https://yakmembers.com/docs/publish-a-website-page/2026-11-02 https://yakmembers.com/docs/publish-a-website-page/media/poster.webpHow to publish a website page in YakMembersKeep your club website next to the membership data it shows. Draft a page, add blocks, then publish the whole site in one step. The live site never shows half-finished edits, and each published page is added to the site's sitemap for search engines.https://yakmembers.com/docs/publish-a-website-page/media/video.mp432 https://yakmembers.com/docs/publish-an-event/2026-11-02 https://yakmembers.com/docs/publish-an-event/media/poster.webpHow to publish an event in YakMembersSessions, socials and meetings all start as an event draft. Add the details and at least one ticket, then publish a version that members can register for. Later edits stay in draft until you publish again.https://yakmembers.com/docs/publish-an-event/media/video.mp436 https://yakmembers.com/docs/record-a-dues-payment/2026-11-02 https://yakmembers.com/docs/record-a-dues-payment/media/poster.webpHow to record a dues payment in YakMembersNot every member pays online. When a cheque or bank transfer arrives, record it against the invoice so the balance, the member's status and your reconciliation all agree.https://yakmembers.com/docs/record-a-dues-payment/media/video.mp432 https://yakmembers.com/docs/review-a-membership-application/2026-11-02 https://yakmembers.com/docs/review-a-membership-application/media/poster.webpHow to approve a membership application in YakMembersPlans that need staff approval collect applications instead of payments. Review each one, then approve it for payment or ask for more information, with the reason kept in the application's history.https://yakmembers.com/docs/review-a-membership-application/media/video.mp434 https://yakmembers.com/docs/schedule-an-email-campaign/2026-11-02 https://yakmembers.com/docs/schedule-an-email-campaign/media/poster.webpHow to schedule an email campaign in YakMembersWrite once, send at the right moment. A campaign pairs an audience with a published template. Reviewing it freezes the content and the recipient list, so what you checked is exactly what goes out.https://yakmembers.com/docs/schedule-an-email-campaign/media/video.mp432 https://yakmembers.com/docs/update-your-profile-in-the-member-portal/2026-11-02 https://yakmembers.com/docs/update-your-profile-in-the-member-portal/media/poster.webpHow to update your profile in the YakMembers member portalMembers can keep their own details current in the portal. Preferred name, pronouns and language change straight away; changes to legal names or email go to the club for review.https://yakmembers.com/docs/update-your-profile-in-the-member-portal/media/video.mp423 https://yakmembers.com/docs/validate-a-wildapricot-contacts-export/2026-11-02 https://yakmembers.com/docs/validate-a-wildapricot-contacts-export/media/poster.webpHow to check a WildApricot contacts export in YakMembersMoving from WildApricot? Before anything is imported, run your contacts export through a dry run. YakMembers stores a checksummed copy of the file and reports how many rows are ready and which need attention, without changing a single record.https://yakmembers.com/docs/validate-a-wildapricot-contacts-export/media/video.mp434