Corelink / Platform / Membership Management

One register. Four portals.

Membership management for professional bodies, institutes and associations — where the register is the single source of truth, and members, the secretariat, council and the public each get their own way into it.

25k+
Members under
management
CPD
Auto-tracked &
regulator-reportable
24/7
Member self-service,
no counter queue
ID
Magicard printing
integrated
/ The idea

Most bodies don't have a member problem. They have a reconciliation problem.

The register lives in one spreadsheet, dues in the accounting package, CPD in a third file, and the practising certificate list in someone's inbox. Nothing agrees, so every renewal season becomes a manual audit.

Corelink Membership Management makes the register the system of record and hangs everything else off it — subscriptions, CPD, exams, credentials, discipline, elections. A member's standing is computed, not typed. When their dues lapse or their CPD falls short, their certificate, their public register entry and their portal access all know about it the same second.

/ Portals

Everyone gets the view they need.

One database, four front doors — each with its own permissions, its own workflows and its own audit trail. Members never see the back office; the public never sees anything but standing.

/ 01

Member portal

Self-service for the member. Everything they used to phone, queue or email for.

  • Apply to join, upload qualifications, track application status
  • Renew and pay by card, bank transfer or mobile money
  • Download the practising certificate and letters of good standing
  • Log CPD activities, upload evidence, watch credits accrue
  • Update employer, practice address, specialisation and contact details
  • Book CPD events and the AGM, get tickets, view attendance history
  • See every invoice, receipt, statement and instalment plan
/ 02

Secretariat back office

The registrar's workbench — where applications, money and cases get worked.

  • Applications queue: review, query, approve or reject with reasons recorded
  • Register control: categories, upgrades, transfers, suspensions, restorations
  • Billing runs: bulk invoicing, pro-rata joins, penalties, waivers, write-offs
  • Payment reconciliation against bank and mobile money statements
  • Segmented bulk email and SMS by category, region, standing or CPD status
  • Complaints and disciplinary cases from intake to sanction
  • Document generation: certificates, ID cards, letters, bulk mail merges
/ 03

Council & committee portal

Governance without the courier bag. Papers, decisions and ballots in one place.

  • Board packs and meeting papers distributed digitally, version-controlled
  • Committee workspaces: registration, education, ethics, finance
  • Motions, resolutions and minutes captured against each sitting
  • AGM management: notices, registration, quorum tracking, proxies
  • Elections: nominations, eligibility checks, secret ballot, live results
  • Disciplinary hearings with evidence bundles and outcome recording
  • A standing decision register that survives a change of council
/ 04

Public & employer portal

The part the outside world uses — and the reason your register has authority.

  • Searchable public register of members in good standing
  • Instant verification by membership number or QR code on the certificate
  • Employer accounts: verify staff in bulk, sponsor and pay subscriptions
  • Renewal and lapse alerts to employers before a licence expires
  • Complaint lodgement by the public, routed straight into case management
  • Regulator and ministry reporting feeds on a schedule
  • Verification API for third parties who need to check at scale
/ Capabilities

Everything a professional body actually runs on.

/ 01

Register & member lifecycle

From first application to retirement or removal — every state change dated, reasoned and reversible.

Applications

Online forms, document upload, qualification checks, referee sign-off.

Member categories

Student, graduate, associate, full, fellow, honorary, retired — with their own rules.

Upgrades & transfers

Category progression with eligibility tests and committee approval.

Standing engine

Good standing computed live from dues, CPD and disciplinary state.

Suspension & restoration

Lapse handling, grace periods, reinstatement with back-dues.

Full audit history

Who changed what, when and why — for every record in the register.

/ 02

Subscriptions, dues & finance

Billing that understands membership: pro-rata joins, category rates, penalties and part payments.

Automated invoicing

Annual and periodic runs by category, with pro-rata for mid-year joins.

Payment collection

Card, bank transfer, mobile money and over-the-counter, all reconciled.

Instalments & arrears

Payment plans, ageing, penalty rules and controlled write-offs.

Renewal campaigns

Staged reminders before, on and after the due date, per category.

Receipts & statements

Issued automatically, available in the member portal forever.

Finance integration

Postings out to your accounting system; no double capture.

/ 03

CPD, competency & licensing

Continuing development tracked against the scheme you actually publish, not a generic points counter.

CPD schemes

Your own categories, credit weightings, cycles and minimum thresholds.

Activity logging

Member-submitted and body-awarded, with evidence attached.

Accredited providers

Approved training partners whose attendance posts credits automatically.

Compliance dashboards

Who is short, by how much, with how long left in the cycle.

Practising certificates

Issued and revoked automatically off dues and CPD compliance.

Regulator reporting

Scheduled returns in the format your regulator or ministry expects.

/ 04

Examinations & admission

For bodies that examine before they admit — the whole cycle, not just the mark sheet.

Exam scheduling

Sittings, centres, invigilators, seat allocation and candidate numbers.

Entry & eligibility

Entry applications checked against prerequisites and fees paid.

Online & in-person

Proctored digital assessments or traditional paper-based sittings.

Marking & moderation

Scripts, marks, moderation rounds and results approval.

Results & appeals

Publication, transcripts, remark requests and appeal workflow.

Exemptions

Prior-qualification exemptions assessed and recorded against the member.

/ 05

Credentials, ID cards & verification

A credential is only worth what a stranger can verify in ten seconds.

ID card printing

Magicard integration with photo capture, personalisation and batch runs.

Digital credentials

QR-verifiable certificates that resolve to live standing, not a PDF.

Public register

Searchable, always current, with only the fields you choose to expose.

Letters of good standing

Generated on demand, sealed, and verifiable by the recipient.

Verification API

For employers, regulators and procurement systems checking at volume.

Revocation

Suspend a member and every credential they hold reflects it immediately.

/ 06

Governance, conduct & engagement

The statutory side: elections that stand up to scrutiny, and discipline with a defensible record.

AGMs & events

Notices, registration, quorum, proxies, attendance and CPD credit.

Elections & voting

Nominations, eligibility, secret ballot, live tallies, auditable results.

Complaints & discipline

Intake, investigation, hearing, sanction and publication where required.

Committees

Membership, terms of office, papers and decisions per committee.

Communications

Segmented email and SMS, templated, tracked and logged to the member.

Reporting & insight

Standing, revenue, CPD compliance, growth and demographics on demand.

/ How it fits

Runs standalone, or alongside what you already have.

Membership Management is part of the Corelink platform. Bodies that also examine, train or accredit typically pair it with EduRole Campus and our document and case management modules — on the same identity and the same register.

/ Integrations
  • Mobile money & banks
  • Card payment gateways
  • Sage / SunSystems / Dynamics
  • Bulk SMS gateways
  • OIDC / SAML SSO
  • LDAP / Active Directory
  • Magicard ID printers
  • Office 365 & SharePoint
  • REST & GraphQL APIs
  • Webhooks & events

See it on your register.

We'll set up a tailored demo with your member categories, subscription structure and CPD scheme — so you're looking at your own rules, not a generic sandbox. Most professional bodies go live in 8–12 weeks.