WORKFLOW SETUP

Get Your Association Running

Step-by-step workflows to configure AMS Platform for your specific needs.

1

Initial Setup

Get your platform configured in under 30 minutes

🏢

Create Organization Profile

5 min

Enter your association name, logo, branding colors, and contact details. The system auto-generates your member portal URL and email templates.

👥

Configure Membership Tiers

10 min

Define your tiers (Student, Individual, Corporate, Founding) with pricing, benefits, and renewal periods. Each tier can have different access levels and feature permissions.

💳

Connect Payment Gateways

10 min

Link your PayFast, JazzCash, Easypaisa, 1LINK, Raast, or Stripe accounts. Test payments in sandbox mode before going live.

📧

Set Up Email & Notifications

5 min

Configure your SMTP settings, email templates (welcome, renewal, event invitation), and notification preferences per membership tier.

2

Member Onboarding

Import and invite your existing members

📋

Import Member Database

5 min

Upload your existing member list via CSV or Excel. Auto-mapping recognizes common columns (name, email, phone, tier, join date). Preview and validate before import.

📨

Send Welcome Invitations

2 min

Bulk email invitations with personalized signup links. Members create their own profiles, upload documents, and select payment methods.

🤖

Enable AI Document Processing

3 min

Turn on CNIC/NTN verification. Members upload documents, AI extracts and validates data, flags mismatches. Supports Urdu handwriting with 95% accuracy.

🔄

Configure Renewal Automation

5 min

Set up automatic renewal reminders (30/15/7/1 days before expiry). Auto-suspend lapsed members, trigger re-engagement sequences.

3

Go Live

Launch your association platform to members

🎨

Brand & Theme Customization

10 min

Apply your association colors, logo, and custom domain. White-label available on Enterprise plan.

📊

Set Up Dashboard Reports

10 min

Configure executive dashboard widgets, schedule automated reports (weekly/monthly), set KPI targets.

🔒

Configure Roles & Permissions

5 min

Set up admin, manager, and member roles. Define who can approve memberships, manage events, access financial data.

🚀

Launch & Announce

5 min

Send announcement to all members, post on social channels, update your website with the member portal link.

Typical Timeline

1

Day 1

Sign up & configure

2

Day 2-3

Import members

3

Day 4-5

Customize & test

4

Day 6-7

Go live! 🎉