Members, volunteers,and the next event.
Keep track of members, memberships and fees due. Record payments received and organise volunteer activities, registrations and attendance.
Industry edition · example data
Start with a concrete request.
See how a request relates to the work. Open the relevant example and explore its records.
- 01Describe the situation
- 02Review the relevant record
- 03Confirm the next action
Illustrative conversation. No message is sent from this page.
Choose the view that answers the question.
Switch between the work schedule, records and checks. Each example has its own purpose and sample data.
Keep renewal follow-up visible.
Move an illustrative membership request through contact and confirmation.
Example data. Explore the views and use Reset to restore the example.
Try the views in one place.
Select a view, inspect its records and return to the original example with Reset.
Example data. Explore the views and use Reset to restore the example.
Begin with one workflow you know well.
- 01
Bring a real example
Choose a recurring task and the documents your team uses today. Remove confidential information before sharing them.
- 02
Agree the scope
Define the records, responsibilities, exceptions and integrations the first workflow needs.
- 03
Validate before rollout
Review a configured version with your team, check the results and agree the conditions for using it.
Before you start
Does it issue donation receipts or collect subscriptions?
The edition tracks fees and payments received through other methods, including partial payments. It does not collect online payments or issue charitable tax receipts.
How can I explore this edition?
This edition has its own business application. Request a demonstration to review your workflow, confirm the scope for your team and agree access conditions.
Does the assistant carry out these actions?
The conversation shown is an example, not a live exchange. The actions you expect from Shappy and who should approve them can be discussed during your demonstration.
Can we bring our existing records?
Bring an anonymised sample of your current files to the discussion. Field mapping, data quality, permissions and any connection to your existing tools need to be checked before an import is promised.
Let’s review your actual workflow.
Bring one situation your team handles every week. We can use it to define the first scope and the checks it needs.
Scope, access and pricing discussed together.