index-Bvt3OmrR.js

js flgastro.org collected 2026-10-05 03:12:56 UTC 1,880,985 bytes, 3,962 lines download raw bytes

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0),onSuccess:()=>{t.invalidateQueries({queryKey:["payments"]}),t.invalidateQueries({queryKey:["memberPayments"]}),t.invalidateQueries({queryKey:["dashboard"]}),t.invalidateQueries({queryKey:["revenue-stats"]})}})}function C0(t,s){const{selectedSocietyId:a}=V();return re({queryKey:["report-revenue",a,t,s],queryFn:()=>Ns.revenue(a||void 0,t,s),enabled:!!a})}function P0(){const{selectedSocietyId:t}=V();return re({queryKey:["report-membership",t],queryFn:()=>Ns.membership(t||void 0),enabled:!!t})}function A0(){const{selectedSocietyId:t}=V();return re({queryKey:["report-retention",t],queryFn:()=>Ns.retention(t||void 0),enabled:!!t})}function E0(){const{selectedSocietyId:t}=V();return re({queryKey:["membership-matrix",t],queryFn:()=>Ns.membershipMatrix(t||void 0),enabled:!!t})}function T0(t){const{selectedSocietyId:s}=V();return re({queryKey:["report-expiring",s,t],queryFn:()=>Ns.expiring(s||void 0,t),enabled:!!s})}function Gx(){const{selectedSocietyId:t}=V();return re({queryKey:["member-growth-pacing",t],queryFn:()=>Ns.memberGrowthPacing(t||void 0),enabled:!!t})}function Yx(){const{selectedSocietyId:t}=V();return re({queryKey:["ar-aging",t],queryFn:()=>Ns.arAging(t||void 0),enabled:!!t})}function F0(t={}){const{selectedSocietyId:s}=V();return re({queryKey:["users",s,t],queryFn:()=>Pa.list({society_id:s||void 0,page:t.page,size:t.size,role:t.role,query:t.search}),placeholderData:sa})}function Hx(){const t=J();return W({meta:{suppressErrorToast:!0},mutationFn:s=>Pa.invite(s),onSuccess:s=>{wc(s,"invite"),t.invalidateQueries({queryKey:["users"]})}})}function wc(t,s){const a=t.user.email;if(t.delivery==="failed"){Ut.error(`${s==="invite"?"The invitation was created":"The reset link was created"}, but the email to ${a} couldnât be sent${t.delivery_error?` (${t.delivery_error})`:""}. 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1t.invalidateQueries({queryKey:["users"]}),a=W({mutationFn:i=>Pa.resendInvitation(i),onSuccess:i=>wc(i,"invite"),onSettled:s}),n=W({mutationFn:i=>Pa.revokeInvitation(i),onSuccess:i=>Ut.success(`Invitation for ${i.email} revoked`),onSettled:s}),r=W({mutationFn:i=>Pa.sendResetLink(i),onSuccess:i=>wc(i,"reset"),onSettled:s});return{resend:a,revoke:n,reset:r}}function M0(){const t=J();return W({meta:{suppressErrorToast:!0},mutationFn:({id:s,data:a})=>Pa.update(s,a),onSuccess:()=>{t.invalidateQueries({queryKey:["users"]})}})}function Jx(t={}){const{selectedSocietyId:s}=V();return re({queryKey:["emailTemplates",s,t],queryFn:()=>ks.list({society_id:s||void 0,template_type:t.templateType})})}function D0(t){return re({queryKey:["emailTemplate",t],queryFn:()=>ks.get(t),enabled:!!t})}function L0(t){return re({queryKey:["emailVariables",t],queryFn:()=>ks.getVariables(t),enabled:!!t})}function $0(){const t=J(),{selectedSocietyId:s}=V();return W({mutationFn:a=>ks.create(a,s||void 0),onSuccess:()=>{t.invalidateQueries({queryKey:["emailTemplates"]})}})}function Zx(){const t=J();return W({mutationFn:({id:s,data:a})=>ks.update(s,a),onSuccess:(s,{id:a})=>{t.invalidateQueries({queryKey:["emailTemplates"]}),t.invalidateQueries({queryKey:["emailTemplate",a]})}})}function q0(){const t=J();return W({mutationFn:s=>ks.delete(s),onSuccess:()=>{t.invalidateQueries({queryKey:["emailTemplates"]})}})}function I0(){return W({mutationFn:t=>ks.sendTest(t)})}function O0(t={}){const{selectedSocietyId:s}=V();return re({queryKey:["emailLogs",s,t],queryFn:()=>ks.listLogs({society_id:s||void 0,page:t.page,size:t.size,status:t.status,template_type:t.templateType,date_from:t.dateFrom,date_to:t.dateTo}),placeholderData:sa})}function U0(){const{selectedSocietyId:t}=V();return re({queryKey:["emailsPaused",t],queryFn:()=>ks.getSocietySettings(t||void 0),select:s=>s.emails_paused})}function z0(){const t=J(),{selectedSocietyId:s}=V();return W({mutationFn:a=>ks.updateEmailsPaused(a,s||void 0),onSuccess:()=>{t.invalidateQueries({queryKey:["emailsPaused"]})}})}function B0(){const t=J(),{selectedSocietyId:s}=V();return W({mutationFn:()=>ks.triggerRenewalReminders(s||void 0),onSuccess:()=>{t.invalidateQueries({queryKey:["emailLogs"]})}})}function K0(t={}){const{selectedSocietyId:s}=V();return re({queryKey:["emailSuppressions",s,t],queryFn:()=>ks.listSuppressions({society_id:s||void 0,page:t.page,size:t.size,reason:t.reason,scope:t.scope,email:t.email}),placeholderData:sa})}function Q0(t){const{selectedSocietyId:s}=V();return re({queryKey:["emailSuppressions",s,{email:t}],queryFn:()=>ks.listSuppressions({society_id:s||void 0,email:t,size:1}),enabled:!!t,select:a=>

1a.items[0]||null})}function W0(){const t=J(),{selectedSocietyId:s}=V();return W({mutationFn:a=>ks.removeSuppression(a,s||void 0),onSuccess:()=>{t.invalidateQueries({queryKey:["emailSuppressions"]})}})}function V0(){const t=J(),{selectedSocietyId:s}=V();return W({mutationFn:a=>ks.createSuppression(a,s||void 0),onSuccess:()=>{t.invalidateQueries({queryKey:["emailSuppressions"]})}})}function G0(){const{selectedSocietyId:t}=V();return re({queryKey:["email-stats",t],queryFn:()=>ks.getStats(t||void 0),enabled:!!t})}function Xx(t){const s=J(),a=re({queryKey:["domain-health",t],queryFn:()=>ks.domainHealth(t,!1),enabled:!!t}),n=W({mutationFn:()=>ks.domainHealth(t,!0),onSuccess:r=>{s.setQueryData(["domain-health",t],r)},onError:()=>{Ut.error("Couldn't check domain health. 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See Current roster below for the dashboard headline."})]}),e.jsxs($,{children:[e.jsx("div",{className:"overflow-x-auto",children:e.jsxs("table",{className:"w-full text-sm",children:[e.jsx("thead",{className:"bg-muted/30",children:e.jsxs("tr",{className:"border-b",children:[e.jsx("th",{className:"py-2 pl-4 pr-4 text-left text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Member type"}),n.map(r=>e.jsx("th",{className:"px-3 py-2 text-right text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:r.label},r.key)),e.jsx("th",{className:"py-2 pl-3 pr-4 text-right text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Total"})]})}),e.jsx("tbody",{children:t.by_type.map(r=>{const i=n.reduce((l,m)=>l+r[m.key],0);return e.jsxs("tr",{className:"border-b transition-colors last:border-0 hover:bg-brand-navy/[0.04] dark:hover:bg-brand-navy/10",children:[e.jsx("td",{className:"py-2.5 pl-4 pr-4 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o.useCallback((l,m,c)=>{i({event:l,stepIndex:m,totalSteps:c})},[i])}function Cd(){const{user:t}=V(),s=J();return W({mutationFn:a=>Sd.patchPreferences(a),onSuccess:a=>{s.setQueryData(Sl(t?.id),a)}})}const Pd={dashboard:{id:"dashboard",path:"/dashboard",steps:[{selector:'[data-tour="stats-cards"]',title:"Your society at a glance",description:"Check your society's pulse here â members, expirations, and revenue update live.",placement:"bottom"},{selector:'[data-tour="sidebar-nav"]',title:"Everything lives here",description:"Jump to any area from the sidebar â start with Members.",desktopOnly:!0,placement:"right"},{selector:'[data-tour="member-search"]',title:"Find anyone fast",description:"Find any member in two keystrokes â try typing a name.",desktopOnly:!0,placement:"bottom"},{selector:'[data-tour="society-switcher"]',title:"Switch societies",description:"Jump between the societies you manage.",desktopOnly:!0,superAdminOnly:!0,placement:"right"},{selector:'[data-tour="nav-members"]',title:"Your member list",description:"Open Members to view, filter, and manage everyone in one place.",desktopOnly:!0,placement:"right"},{selector:'[data-tour="nav-group-admin"]',title:"Setup lives under Admin",description:"Stripe, email, imports, and settings live under Admin â the checklist below walks you through setup.",desktopOnly:!0,placement:"right"},{selector:'[data-tour="nav-group-commerce"]',title:"Events and commerce",description:"Create events, products, and donation campaigns under Commerce.",desktopOnly:!0,module:"commerce",placement:"right"}]},"connect-stripe":{id:"connect-stripe",path:"/settings?tab=integrations",steps:[{selector:'[data-tour="stripe-card"]',title:"Payments start here",description:"This is where payments come alive â Korevera charges through your own Stripe account.",placement:"bottom"},{selector:'[data-tour="stripe-keys-form"]',title:"Add your keys",description:"Paste your publishable and secret keys from the Stripe dashboard, then Save keys and Test connection.",placement:"top"}]},"membership-types":{id:"membership-types",path:"/membership-types",steps:[{selector:'[data-tour="mt-list"]',title:"Membership types",description:"Membership types define who your members are and what they pay.",placement:"bottom"},{selector:'[data-tour="mt-create-btn"]',title:"Create your first type",description:"Create your first type â the form takes it from there.",placement:"bottom"}]},"email-templates":{id:"email-templates",path:"/emails/templates",steps:[{selector:'[data-tour="templates-list"]',title:"Emails your members receive",description:"These are the emails your members receive â the defaults work, but they don't sound like you yet.",placement:"top"},{selector:'[data-tour="template-section"]',title:"Make one yours",description:"Expand a section and click a template's name to open the editor â customizing one completes this step.",placement:"bottom"}]},"renewal-sequence":{id:"renewal-sequence",path:"/emails/renewals",steps:[{selector:'[data-tour="renewal-steps"]',title:"Automatic renew

1al reminders",description:"These emails go out automatically as renewals approach.",placement:"top"},{selector:'[data-tour="renewal-add-step"]',title:"Schedule the first reminder",description:"Add a step to schedule your first reminder â the form takes it from there.",placement:"bottom"}]},"upload-logo":{id:"upload-logo",path:"/settings?tab=branding",steps:[{selector:'[data-tour="logo-upload"]',title:"Your logo, everywhere",description:"Your logo appears on the portal, emails, and invoices â upload a PNG or JPEG here.",placement:"bottom"}]},"add-members":{id:"add-members",path:"/members",steps:[{selector:'[data-tour="members-add-btn"]',title:"Add your first member",description:"Add members one at a time here â the form takes it from there.",placement:"bottom"},{selector:'[data-tour="nav-group-admin"]',title:"Or import a roster",description:"Have a spreadsheet? 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F.get(`/commerce/events/${t}`,{params:{society_id:s}})).data,updateEvent:async(t,s,a)=>(await F.patch(`/commerce/events/${t}`,s,{params:{society_id:a}})).data,switchEventPricingSource:async(t,s,a)=>(await F.post(`/commerce/events/${t}/pricing-source`,{pricing_source:s},{params:{society_id:a}})).data,deleteEvent:async(t,s,a)=>{await F.delete(`/commerce/events/${t}`,{params:{society_id:s},data:a?{confirm_slug:a}:void 0})},getEventRegistrations:async(t,s)=>(await F.get(`/commerce/events/${t}/registrations`,{params:{society_id:s}})).data,retryPush:async(t,s,a)=>(await F.post(`/commerce/events/${t}/registrations/${s}/push-to-event-app`,null,{params:{society_id:a}})).data,pushEventMetadata:async(t,s)=>(await F.post(`/commerce/events/${t}/push-metadata`,null,{params:{society_id:s}})).data,uploadEventHero:async(t,s,a)=>{const n=new FormData;return n.append("file",s),(await F.post(`/commerce/events/${t}/hero-image`,n,{params:{society_id:a},headers:{"Content-Type":"multipart/form-data"}})).data},deleteEventHero:async(t,s)=>(await F.delete(`/commerce/events/${t}/hero-image`,{params:{society_id:s}})).data,getUnpushedRegistrations:async t=>(await F.get("/commerce/event-app-unpushed",{params:{society_id:t}})).data,getProducts:async t=>(await F.get("/commerce/products",{params:{society_id:t}})).data,createProduct:async(t,s)=>(await F.post("/commerce/products",t,{params:{society_id:s}})).data,updateProduct:async(t,s,a)=>(await F.patch(`/commerce/products/${t}`,s,{params:{society_id:a}})).data,deleteProduct:async(t,s)=>{await F.delete(`/commerce/products/${t}`,{params:{society_id:s}})},getCampaigns:async t=>(await F.get("/commerce/donation-campaigns",{params:{society_id:t}})).data,createCampaign:async(t,s)=>(await F.post("/commerce/donation-campaigns",t,{params:{society_id:s}})).data,updateCampaign:async(t,s,a)=>(await F.patch(`/commerce/donation-campaigns/${t}`,s,{params:{society_id:a}}

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1{if(!(!t||!n.trim()))try{await i.mutateAsync({id:t.id,data:{to_email:n.trim()}}),a(!1)}catch{}};return e.jsx(Fe,{open:s,onOpenChange:a,children:e.jsxs(Te,{children:[e.jsx(Ae,{children:e.jsx(Ee,{children:"Send / Forward Invoice"})}),t&&e.jsxs("div",{className:"space-y-4",children:[e.jsxs("div",{className:"rounded-md bg-muted p-3 text-sm",children:[e.jsx("div",{className:"font-medium",children:t.invoice_number}),e.jsxs("div",{className:"text-muted-foreground",children:[t.member_name," â $",Number(t.amount).toFixed(2)]})]}),e.jsxs("div",{className:"space-y-2",children:[e.jsx(T,{htmlFor:"forward-email",children:"Send to email"}),e.jsx(O,{id:"forward-email",type:"email",placeholder:"[email protected]",value:n,onChange:m=>r(m.target.value)}),e.jsxs("p",{className:"text-xs text-muted-foreground",children:["Change the email to forward to a different address. The member's original email is pre-filled.",n!==t.member_email&&e.jsx("span",{className:"mt-1 block text-amber-600 dark:text-amber-400",children:"Forwarding to a different address will not update the invoice status."})]})]})]}),e.jsxs(Ge,{children:[e.jsx(g,{variant:"outline",onClick:()=>a(!1),children:"Cancel"}),e.jsx(g,{onClick:l,disabled:i.isPending||!n.trim(),children:i.isPending?"Sending...":"Send"})]})]})})}const GS={draft:"bg-muted-foreground/60",sent:"bg-amber-500",paid:"bg-emerald-500",void:"bg-red-500"},YS={draft:"Draft",sent:"Sent",paid:"Paid",void:"Void"};function HS({member:t}){const[s,a]=o.useState(1),[n,r]=o.useState(null),{data:i,isLoading:l}=eg(t.id,s),m=async(d,u)=>{try{const h=await Bs.downloadPdf(d),p=window.URL.createObjectURL(h),x=document.createElement("a");x.href=p,x.download=`${u}.pdf`,x.click(),window.URL.revokeObjectURL(p)}catch{}};if(l)return e.jsxs(L,{children:[e.jsx(ne,{children:e.jsxs(ie,{className:"flex items-center gap-2.5",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(cs,{className:"h-4 w-4"})}),"Invoices"]})}),e.jsx($,{children:e.jsx("div",{className:"space-y-2",children:Array.from({length:3}).map((d,u)=>e.jsx(Y,{className:"h-12 w-full"},u))})})]});const c=i?.items||[];return e.jsxs(e.Fragment,{children:[e.jsxs(L,{children:[e.jsx(ne,{children:e.jsxs(ie,{className:"flex items-center gap-2.5",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(cs,{className:"h-4 w-4"})}),"Invoices"]})}),e.jsxs($,{children:[c.length===0?e.jsx("p",{className:"py-4 text-center text-sm text-muted-foreground",children:"No invoices yet."}):e.jsx("div",{className:"space-y-3",children:c.map(d=>e.jsxs("div",{className:"flex items-center justify-between border-b py-2 last:border-0",children:[e.jsxs("div",{className:"space-y-0.5",children:[e.jsx("p",{className:"font-mono text-sm",children:d.invoice_number}),e.jsxs("p",{className:"text-xs text-muted-foreground",children:[d.description," â Due"," ",Be(Ps(d.due_date),"MMM d, yyyy")]})]}),e.jsxs("div",{className:"flex items-center gap-3",children:[e.jsx("span",{className:"text-sm font-medium",children:Number(d.amount).toLocaleString("en-US",{style:"currency",currency:"USD"})}),e.jsxs("span",{className:"inline-flex items-center gap-1.5 whitespace-nowrap",children:[e.jsx("span",{className:`h-1.5 w-1.5 shrink-0 rounded-full ${GS[d.status]||"bg-muted-foreground/60"}`}),e.jsx("span",{className:"text-xs font-medium",children:YS[d.status]||d.status})]}),e.jsxs(Ws,{children:[e.jsx(Vs,{asChild:!0,children:e.jsx(g,{variant:"ghost",size:"icon",className:"h-8 w-8",children:e.jsx(Pn,{className:"h-4 w-4"})})}),e.jsxs($s,{align:"end",children:[d.pdf_path&&e.jsxs(wt,{onClick:()=>m(d.id,d.invoice_number),children:[e.jsx(vs,{className:"mr-2 h-4 w-4"}),"Download PDF"]}),d.status!=="void"&&e.jsxs(wt,{onClick:()=>r(d),children:[e.jsx($t,{className:"mr-2 h-4 w-4"}),"Send / Forward Email"]})]})]})]})]},d.id))}),i&&i.pages>1&&e.jsxs("div",{className:"mt-4 flex justify-center gap-2",children:[e.jsx(g,{variant:"outline",size:"sm",disabled:s<=1,onClick:()=>a(s-1),children:"Previous"}),e.jsxs("span",{className:"px-2 py-1 text-sm text-muted-foreground",children:["Page ",s," of ",i.pages]}),e.jsx(g,{variant:"outline",size:"sm",disabled:s>=i.pages,onClick:()=>a(s+1),children:"Next"})]})]})]}),e.jsx(rf,{invoice:n,open:!!n,onOpenChange:d=>!d&&r(null)})]})}function JS(){const{id:t}=Ds(),s=kt(),{data:a,isLoading:n,error:r}=Px(t),{data:i}=Q0(a?.email),{selectedSocietyId:l}

1=V(),m=Ax(),[c,d]=o.useState(!1),[u,h]=o.useState(!1),[p,x]=o.useState(!1),[f,b]=o.useState(!1),[N,j]=o.useState(!1),[w,v]=o.useState("details"),[k,S]=o.useState(!1),[_,y]=o.useState(!1),[C,P]=o.useState(!1),[A,E]=o.useState(!1),Q=async()=>{if(!a||k)return;S(!0);const xe=window.open("about:blank","_blank");try{const z=await Gt.impersonate(a.id);localStorage.setItem("portal_access_token",z.access_token),localStorage.setItem("portal_member",JSON.stringify(z.member)),localStorage.setItem("portal_society_slug",z.society_slug),localStorage.setItem("portal_impersonated_by","admin");const ae=`/${z.society_slug}/portal/dashboard`;xe?xe.location.href=ae:window.open(ae,"_blank")}catch{xe?.close()}finally{S(!1)}},U=async()=>{a&&(await m.mutateAsync(a.id),s("/members"))},D=async xe=>{if(a){j(!0);try{await Gt.resetPassword(a.id,xe),b(!1)}finally{j(!1)}}},K=async()=>{if(!(!a||_)){y(!0),E(!1);try{await Gt.bulkSendAccessEmail([a.id],l??void 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The payment is then counted as their dues."}),e.jsx(g,{type:"button",size:"sm",disabled:r.isPending,onClick:()=>u("accept_as_membership_payment"),children:"Accept as payment for the membership"})]}),e.jsxs("div",{className:"space-y-2 rounded-md border bg-muted/50 p-3",children:[e.jsx("p",{className:"font-medium",children:"3. Keep separate"}),e.jsx("p",{className:"text-xs text-muted-foreground",children:"Keep the payment on record without tying it to the membership. 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3/60",partially_refunded:"bg-muted-foreground/60"},N1={initial:"Initial",renewal:"Renewal",auto_renewal:"Auto-renewal",upgrade:"Upgrade",manual:"Manual"};function k1(){const[t,s]=o.useState(1),[a,n]=o.useState("all"),[r,i]=o.useState("all"),[l,m]=o.useState(""),[c,d]=o.useState(""),[u,h]=o.useState(!1),[p,x]=o.useState(null),[f,b]=o.useState(!1),[N,j]=o.useState(null),{selectedSocietyId:w}=V(),v=P=>{w&&$a.exportPayments({format:P,date_from:l||void 0,date_to:c||void 0},w)},{data:k,isLoading:S}=b0({page:t,size:20,status:a==="all"?void 0:a,paymentType:r==="all"?void 0:r,dateFrom:l||void 0,dateTo:c||void 0,needsReview:f}),_=k?.items??[],y=k?.total??0,C=k?.pages??0;return e.jsxs("div",{className:"space-y-6",children:[e.jsxs("div",{className:"flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between",children:[e.jsxs("div",{className:"flex min-w-0 items-center gap-3",children:[e.jsx("div",{className:"flex h-10 w-10 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(Qt,{className:"h-5 w-5"})}),e.jsxs("div",{className:"min-w-0",children:[e.jsx("h1",{className:"text-2xl font-semibold tracking-tight",children:"Payments"}),e.jsx("p",{className:"text-sm text-muted-foreground",children:"View and manage payment records"})]})]}),e.jsxs("div",{className:"flex flex-wrap items-center gap-2",children:[e.jsxs(Ws,{children:[e.jsx(Vs,{asChild:!0,children:e.jsxs(g,{variant:"outline",children:[e.jsx(vs,{className:"mr-2 h-4 w-4"}),"Export",e.jsx(ps,{className:"ml-2 h-4 w-4"})]})}),e.jsxs($s,{align:"end",children:[e.jsx(wt,{onClick:()=>v("csv"),children:"Export CSV"}),e.jsx(wt,{onClick:()=>v("xlsx"),children:"Export Excel"}),e.jsx(wt,{onClick:()=>v("quickbooks"),children:"QuickBooks CSV"})]})]}),e.jsxs(g,{onClick:()=>h(!0),children:[e.jsx(Rt,{className:"mr-2 h-4 w-4"}),"Record payment"]})]})]}),e.jsxs("div",{className:"flex flex-wrap items-end gap-4",children:[e.jsxs("div",{className:"space-y-1",children:[e.jsx("label",{className:"text-xs text-muted-foreground",children:"Status"}),e.jsxs(qe,{value:a,onValueChange:P=>{n(P),s(1)},children:[e.jsx(Le,{className:"w-40",children:e.jsx(Ie,{})}),e.jsxs($e,{children:[e.jsx(q,{value:"all",children:"All statuses"}),e.jsx(q,{value:"succeeded",children:"Succeeded"}),e.jsx(q,{value:"pending",children:"Pending"}),e.jsx(q,{value:"failed",children:"Failed"}),e.jsx(q,{value:"refunded",children:"Refunded"}),e.jsx(q,{value:"partially_refunded",children:"Partially refunded"})]})]})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsx("label",{className:"text-xs text-muted-foreground",children:"Type"}),e.jsxs(qe,{value:r,onValueChange:P=>{i(P),s(1)},children:[e.jsx(Le,{className:"w-40",children:e.jsx(Ie,{})}),e.jsxs($e,{children:[e.jsx(q,{value:"all",children:"All types"}),e.jsx(q,{value:"initial",children:"Initial"}),e.jsx(q,{value:"renewal",children:"Renewal"}),e.jsx(q,{value:"auto_renewal",children:"Auto-renewal"}),e.jsx(q,{value:"manual",children:"Manual"})]})]})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsx("label",{className:"text-xs text-muted-foreground",children:"From"}),e.jsx(O,{type:"date",className:"w-40",value:l,onChange:P=>{m(P.target.value),s(1)}})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsx("label",{className:"text-xs text-muted-foreground",children:"To"}),e.jsx(O,{type:"date",className:"w-40",value:c,onChange:P=>{d(P.target.value),s(1)}})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsx("span",{className:"block text-xs text-muted-foreground",children:"Review"}),e.jsxs(g,{type:"button",variant:"outline","aria-pressed":f,className:me(f&&"border-amber-500 bg-amber-50 dark:bg-amber-900/20"),onClick:()=>{b(P=>!P),s(1)},children:[e.jsx("span",{className:"mr-2 h-1.5 w-1.5 rounded-full bg-amber-500","aria-hidden":"true"}),"Needs review"]})]})]}),S?e.jsx("div",{className:"space-y-2",children:Array.from({length:8}).map((P,A)=>e.jsx(Y,{className:"h-12 w-full"},A))}):_.length===0?e.jsx("div",{className:"rounded-md border bg-muted py-12 text-center",children:e.jsx("p",{className:"text-muted-foreground",children:"No payments found."})}):e.jsxs(e.Fragment,{children:[e.jsxs(Pt,{children:[e.jsx(At,{className:"bg-muted/30",children:e.jsxs(Ue,{className:"hover:bg-transparent",children:[e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground

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30:Number(t.net_amount)<Number(t.amount))&&e.jsxs("span",{className:"block text-xs text-muted-foreground",children:[e.jsx("span",{className:"line-through",children:Number(t.amount).toLocaleString("en-US",{style:"currency",currency:"USD"})})," ","booked"]}),Number(t.refunded_amount)>0&&e.jsxs("span",{className:"block text-xs text-amber-600 dark:text-amber-400",children:["-",Number(t.refunded_amount).toLocaleString("en-US",{style:"currency",currency:"USD"})," ","refunded"]})]}),e.jsx(G,{children:e.jsxs("span",{className:"inline-flex items-center gap-1.5 whitespace-nowrap",children:[e.jsx("span",{className:"h-1.5 w-1.5 shrink-0 rounded-full bg-muted-foreground/60"}),e.jsx("span",{className:"text-xs font-medium",children:N1[t.payment_type]||t.payment_type})]})}),e.jsx(G,{className:"text-sm",children:{stripe_card:"Stripe",card:"Card (imported)",check:"Check",comp:"Comp"}[t.payment_method??""]||t.payment_method||"â"}),e.jsxs(G,{children:[e.jsxs("span",{className:"inline-flex items-center gap-1.5",children:[e.jsx("span",{className:me("h-1.5 w-1.5 rounded-full",w1[t.status]||"bg-muted-foreground"),"aria-hidden":"true"}),e.jsx("span",{className:"text-xs font-medium capitalize text-foreground/85",children:t.status.replace("_"," ")})]}),n&&e.jsxs("span",{className:"mt-1 block",title:r,"data-testid":`needs-review-${t.id}`,children:[e.jsxs("span",{className:"inline-flex items-center gap-1.5",children:[e.jsx("span",{className:"h-1.5 w-1.5 rounded-full bg-amber-500","aria-hidden":"true"}),e.jsx("span",{className:"text-xs font-medium text-amber-700 dark:text-amber-400",children:"Needs review"})]}),e.jsx("span",{className:"block text-xs text-muted-foreground",children:r})]})]}),e.jsx(G,{className:"text-sm text-muted-foreground",children:t.reference_number||"â"}),e.jsxs(G,{className:"whitespace-nowrap",children:[n&&e.jsx(g,{variant:"ghost",size:"sm",className:"text-xs text-amber-700 hover:bg-amber-100 hover:text-amber-800 dark:text-amber-400 dark:hover:bg-amber-900/30",onClick:()=>a(t),children:"Resolve"}),i&&e.jsx(g,{variant:"ghost",size:"sm",className:"text-xs text-destructive hover:bg-destructive/10 hover:text-destructive",onClick:()=>s(t),children:"Refund"})]})]})}function S1(t){const s=new Date,a=Be(s,"yyyy-MM-dd");switch(t){case"this_month":return{start:Be(om(s),"yyyy-MM-dd"),end:a};case"last_month":{const n=pj(s);return{start:Be(om(n),"yyyy-MM-dd"),end:Be(xj(n),"yyyy-MM-dd")}}case"this_quarter":{const n=Math.floor(s.getMonth()/3)*3,r=new Date(s.getFullYear(),n,1);return{start:Be(r,"yyyy-MM-dd"),end:a}}case"ytd":return{start:Be(lm(s),"yyyy-MM-dd"),end:a};case"last_year":{const n=new Date(s.getFullYear()-1,0,1);return{start:Be(n,"yyyy-MM-dd"),end:Be(new Date(s.getFullYear()-1,11,31),"yyyy-MM-dd")}}default:return{start:Be(lm(s),"yyyy-MM-dd"),end:a}}}const Bi=["#3b82f6","#6366f1","#0891b2","#64748b","#8b5cf6","#0d9488","#7c3aed","#475569"];function C1(){const[t,s]=ws(),a=t.get("preset")||"ytd",n=t.get("start")||"",r=t.get("end")||"",i=_=>{const y={preset:_};_==="custom"&&(n&&(y.start=n),r&&(y.end=r)),s(y)},l=_=>{s({preset:"custom",start:_,end:r})},m=_=>{s({preset:"custom",start:n,end:_})},c=o.useMemo(()=>a==="custom"&&n&&r?{start:n,end:r}:S1(a),[a,n,r]),d=C0(c.start,c.end),u=P0(),h=A0(),p=T0(90),x=eo(),f=Gx(),b=Yx(),N=Rx(),j=ul(),{data:w}=Qs(),v=w?.settings?.commerce_enabled===!0,k=()=>{const _=[];if(d.data?.by_month?.length&&(_.push("Revenue by Month"),_.push("Month,Revenue"),d.data.by_month.forEach(E=>_.push(`${E.month},${E.revenue.toFixed(2)}`)),_.push("")),d.data&&(_.push("Revenue Summary"),_.push(`Total Revenue,$${d.data.total_revenue.toFixed(2)}`),_.push(`Payment Count,${d.data.payment_count}`),_.push(`Average Payment,$${d.data.average_payment.toFixed(2)}`),_.push("")),d.data?.by_payment_type&&Object.keys(d.data.by_payment_type).length>0&&(_.push("Revenue by Type"),_.push("Type,Revenue,Count"),Object.entries(d.data.by_payment_type).forEach(([E,Q])=>_.push(`"${E}",${Q.revenue.toFixed(2)},${Q.count}`)),_.push("")),u.data&&(_.push("Membership Breakdown"),_.push("Type,Count"),Object.entries(u.data.by_type).forEach(([E,Q])=>_.push(`"${E}",${Q}`)),_.push(`Total,${u.data.total_members}

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4k:text-blue-400",children:[Math.min(t.retention_rate,100).toFixed(1),"%"]}),e.jsx("p",{className:"text-sm text-muted-foreground",children:"Retention rate"})]}),e.jsxs("div",{className:"text-center",children:[e.jsxs("p",{className:"text-2xl font-semibold tracking-tight text-red-600 dark:text-red-400",children:[Math.min(t.churn_rate,100).toFixed(1),"%"]}),e.jsx("p",{className:"text-sm text-muted-foreground",children:"Churn rate"})]})]}),t.cohorts&&t.cohorts.length>0&&e.jsxs("div",{children:[e.jsx("h4",{className:"mb-2 text-sm font-medium",children:"Cohort retention"}),e.jsx("div",{className:"overflow-hidden rounded-md border",children:e.jsxs("table",{className:"w-full text-sm",children:[e.jsx("thead",{className:"bg-muted/30",children:e.jsxs("tr",{className:"hover:bg-transparent",children:[e.jsx("th",{className:"h-10 px-3 text-left text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Period"}),e.jsx("th",{className:"h-10 px-3 text-right text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Started"}),e.jsx("th",{className:"h-10 px-3 text-right text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Retained"}),e.jsx("th",{className:"h-10 px-3 text-right text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Rate"})]})}),e.jsx("tbody",{children:t.cohorts.map(n=>e.jsxs("tr",{className:"border-t hover:bg-brand-navy/[0.04] dark:hover:bg-brand-navy/10",children:[e.jsx("td",{className:"px-3 py-2",children:n.period}),e.jsx("td",{className:"px-3 py-2 text-right",children:n.started}),e.jsx("td",{className:"px-3 py-2 text-right",children:n.retained}),e.jsx("td",{className:"px-3 py-2 text-right",children:n.started===0?e.jsx("span",{className:"text-muted-foreground",children:"â"}):e.jsxs("span",{className:n.rate>=70?"text-emerald-600 dark:text-emerald-400":n.rate>=50?"text-amber-600 dark:text-amber-400":"text-red-600 dark:text-red-400",children:[Math.min(n.rate,100).toFixed(0),"%"]})})]},n.period))})]})})]})]}):e.jsx("div",{className:"flex h-[200px] items-center justify-center text-muted-foreground",children:"No retention data available."})})]})}function D1({data:t,isLoading:s}){const[a,n]=o.useState(30),r=[{days:7,count:t?.next_7_days??0,auto:t?.next_7_days_auto_renew??0,chip:"bg-red-100 text-red-700 dark:bg-red-900/30 dark:text-red-400",dot:"bg-red-500",ring:"ring-red-500/70"},{days:30,count:t?.next_30_days??0,auto:t?.next_30_days_auto_renew??0,chip:"bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-400",dot:"bg-amber-500",ring:"ring-amber-500/70"},{days:90,count:t?.next_90_days??0,auto:t?.next_90_days_auto_renew??0,chip:"bg-muted text-muted-foreground",dot:"bg-muted-foreground/60",ring:"ring-muted-foreground/50"}],i=r.find(c=>c.days===a)?.count??0,l=(t?.expiring_members??[]).slice(0,i),m=20;return e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-3",children:e.jsxs(ie,{className:"flex min-w-0 items-center gap-2.5 text-sm font-semibold tracking-tight",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(ea,{className:"h-4 w-4"})}),"Expiring soon"]})}),e.jsx($,{children:s?e.jsx(Y,{className:"h-[200px] w-full"}):t?e.jsxs("div",{className:"space-y-4",children:[e.jsx("div",{className:"flex flex-wrap gap-2",children:e.jsx($r,{children:r.map(c=>e.jsxs(fs,{children:[e.jsx(ys,{asChild:!0,children:e.jsxs("button",{type:"button","aria-pressed":a===c.days,onClick:()=>n(c.days),className:`inline-flex cursor-pointer items-center gap-1.5 rounded-full px-2.5 py-1 text-[11px] font-medium transition-shadow ${c.chip} ${a===c.days?`ring-2 ring-offset-1 ring-offset-card ${c.ring}`:"hover:ring-1 hover:ring-border"}`,children:[e.jsx("span",{className:`h-1.5 w-1.5 rounded-full ${c.dot}`,"aria-hidden":"true"}),c.days," days: ",c.count,c.auto>0&&e.jsxs("span",{className:"opacity-75",children:["(",c.auto," auto)"]})]})}),c.auto>0&&e.jsxs(hs,{children:[c.auto," will auto-renew"]})]},c.days))})}),l.length>0?e.jsxs(e.Fragment,{children:[e.jsx("div",{className:"max-h-[250px] overflow-hidden overflow-y-auto rounded-md border",children:e.jsxs("table",{className:"w-full text-sm",children:[e.jsx("thead",{className:"sticky top-0 bg-muted/30 backdrop-blur-sm",children:e.jsxs("tr",{className:"hover:bg-transparent",children:[e.jsx("th",{className:"h-10 px-3 text-left text-[11px] font-semibold uppercase tracking-wider text-muted-foreground

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4/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(rm,{className:"h-4 w-4"})}),"Accounts receivable aging"]})}),e.jsx($,{children:e.jsx(Y,{className:"h-[200px] w-full"})})]});if(!t||t.total_invoice_count===0)return null;const a=Number(t.total_outstanding),n=t.overdue_invoices.length>0;return e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-3",children:e.jsxs("div",{className:"flex items-center justify-between gap-3",children:[e.jsxs(ie,{className:"flex min-w-0 items-center gap-2.5 text-sm font-semibold tracking-tight",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(rm,{className:"h-4 w-4"})}),"Accounts receivable aging"]}),e.jsxs("div",{className:"text-right",children:[e.jsxs("p",{className:"text-2xl font-semibold tracking-tight",children:["$",a.toLocaleString(void 0,{minimumFractionDigits:2,maximumFractionDigits:2})]}),e.jsxs("p",{className:"text-xs text-muted-foreground",children:[t.total_invoice_count," outstanding invoice",t.total_invoice_count!==1?"s":""]})]})]})}),e.jsx($,{children:e.jsxs("div",{className:"space-y-4",children:[e.jsx("div",{className:"flex h-6 overflow-hidden rounded-full",children:t.buckets.map((r,i)=>{const l=a>0?Number(r.total_amount)/a*100:0;return l===0?null:e.jsx($r,{children:e.jsxs(fs,{children:[e.jsx(ys,{asChild:!0,children:e.jsx("div",{className:`${Um[i]} cursor-default transition-all`,style:{width:`${l}%`}})}),e.jsxs(hs,{children:[r.label,": ",r.count," invoices ($",Number(r.total_amount).toLocaleString(void 0,{minimumFractionDigits:2}),")"]})]})},r.label)})}),e.jsx("div",{className:"grid grid-cols-2 gap-3 sm:grid-cols-5",children:t.buckets.map((r,i)=>e.jsxs("div",{className:"text-center",children:[e.jsxs("div",{className:"mb-1 flex items-center justify-center gap-1.5",children:[e.jsx("div",{className:`h-2.5 w-2.5 rounded-full ${Um[i]}`}),e.jsx("span",{className:"text-xs font-medium",children:r.label})]}),e.jsxs("p",{className:"text-sm font-semibold tracking-tight",children:["$",Number(r.total_amount).toLocaleString(void 0,{minimumFractionDigits:0,maximumFractionDigits:0})]}),e.jsxs("p",{className:"text-xs text-muted-foreground",children:[r.count," invoice",r.count!==1?"s":""]})]},r.label))}),n&&e.jsxs("div",{children:[e.jsx("h4",{className:"mb-2 text-sm font-medium",children:"Most overdue"}),e.jsx("div",{className:"max-h-[200px] overflow-hidden overflow-y-auto rounded-md border",children:e.jsxs("table",{className:"w-full text-sm",children:[e.jsx("thead",{className:"sticky top-0 bg-muted/30 backdrop-blur-sm",children:e.jsxs("tr",{className:"hover:bg-transparent",children:[e.jsx("th",{className:"h-10 px-3 text-left text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Invoice"}),e.jsx("th",{className:"h-10 px-3 text-left text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Member"}),e.jsx("th",{className:"h-10 px-3 text-right text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Amount"}),e.jsx("th",{className:"h-10 px-3 text-right text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Days overdue"})]})}),e.jsx("tbody",{children:t.overdue_invoices.slice(0,10).map(r=>e.jsxs("tr",{className:"border-t hover:bg-brand-navy/[0.04] dark:hover:bg-brand-navy/10",children:[e.jsx("td",{className:"px-3 py-2",children:e.jsx(je,{to:"/invoices",className:"text-blue-600 hover:underline dark:text-blue-400",children:r.invoice_number})}),e.jsx("td",{className:"px-3 py-2 text-muted-foreground",children:r.member_name}),e.jsxs("td",{className:"px-3 py-2 text-right font-medium",children:["$",r.amount.toLocaleString(void 0,{minimumFractionDigits:2})]}),e.jsx("td",{className:"px-3 py-2 text-right",children:e.jsx("span",{className:r.days_overdue>90?"font-medium text-red-600 dark:text-red-400":r.days_overdue>30?"text-amber-600 dark:text-amber-400":"",children:r.days_overdue})})]},r.id))})]})})]})]})})]})}function of({user:t}){const{resend:s,revoke:a,reset:n}=R0();return t.invitation?e.jsxs(e.Fragment,{children:[e.jsxs(wt,{disabled:s.isPending,onClick:()=>s.mutate(t.id),children:[e.jsx(qb,{className:"mr-2 h-4 w-4","aria-hidden":"true"}),"Resend invitation"]}),t.invitation.state!=="revoked"&&e.jsxs(wt,{disabled:a.isPending,onClick:()=>a.mutate(t.id),children:[e.jsx(Sp,{className:"mr-2 h-4 w-4","aria-hidden":"true"}),"Revoke invitation"]})]}):t.is_active?e.jsxs(wt,{disabled:n.isPending,onClick:()=>n.mutate(t.id),children:[e.jsx(An,{className:"mr-2 h-4 w-4","aria-hidden":"true"}),"Send reset link"]}):null}function q1(t){const s=t.invitation;if(s){const a=s.delivery==="failed"?"Email not delivered":void 0;if(s.state==="pending"){const n=s.expires_at?Yp(Ct(s.expires_at)):null;return{label:n?`Invited Â· expires in ${n}`:"Invited",dot:"bg-sky-500",note:a}}

4return s.state==="expired"?{label:"Invitation expired",dot:"bg-amber-500",note:a}:{label:"Invitation revoked",dot:"bg-muted-foreground/60"}}return t.is_active?{label:"Active",dot:"bg-emerald-500"}:{label:"Inactive",dot:"bg-muted-foreground/60"}}function cf({user:t}){const s=q1(t);return e.jsxs("span",{className:"inline-flex flex-col gap-0.5",children:[e.jsxs("span",{className:"inline-flex items-center gap-1.5 whitespace-nowrap",children:[e.jsx("span",{className:me("h-1.5 w-1.5 shrink-0 rounded-full",s.dot),"aria-hidden":"true"}),e.jsx("span",{className:"text-xs font-medium",children:s.label})]}),s.note&&e.jsx("span",{className:"text-xs text-destructive",children:s.note})]})}const Ea={super_admin:"Super admin",society_admin:"Society admin",society_staff:"Staff"},I1={super_admin:"Everything, on every society: the platform, society settings and users, and each workspace.",society_admin:"Runs one society: members, events, payments, emails and settings, and invites its admins and staff.",society_staff:"Works in one societyâs workspace (members, events, orders) but canât manage users or society settings."},O1={super_admin:{label:Ea.super_admin,dot:"bg-red-500"},society_admin:{label:Ea.society_admin,dot:"bg-muted-foreground/60"},society_staff:{label:Ea.society_staff,dot:"bg-muted-foreground/60"}};function U1({users:t,onEdit:s}){return e.jsxs(Pt,{children:[e.jsx(At,{children:e.jsxs(Ue,{children:[e.jsx(H,{children:"Name"}),e.jsx(H,{children:"Email"}),e.jsx(H,{children:"Role"}),e.jsx(H,{children:"Status"}),e.jsx(H,{children:"Last Login"}),e.jsx(H,{className:"w-[100px]"})]})}),e.jsx(Et,{children:t.map(a=>{const n=O1[a.role]||{label:a.role,dot:"bg-muted-foreground/60"};return e.jsxs(Ue,{children:[e.jsxs(G,{className:"font-medium",children:[a.first_name," ",a.last_name]}),e.jsx(G,{children:a.email}),e.jsx(G,{children:e.jsxs("span",{className:"inline-flex items-center gap-1.5 whitespace-nowrap",children:[e.jsx("span",{className:`h-1.5 w-1.5 shrink-0 rounded-full ${n.dot}`}),e.jsx("span",{className:"text-xs font-medium",children:n.label})]})}),e.jsx(G,{children:e.jsx(cf,{user:a})}),e.jsx(G,{children:a.last_login_at?Be(Ct(a.last_login_at),"MMM d, yyyy h:mm a"):"â"}),e.jsx(G,{children:e.jsxs("div",{className:"flex items-center gap-1",children:[e.jsxs(g,{variant:"ghost",size:"icon",className:"h-7 w-7",onClick:()=>s(a),children:[e.jsx(Hs,{className:"h-4 w-4"}),e.jsx("span",{className:"sr-only",children:"Edit"})]}),(a.invitation||a.is_active)&&e.jsxs(Ws,{children:[e.jsx(Vs,{asChild:!0,children:e.jsx(g,{variant:"ghost",size:"icon",className:"h-7 w-7","aria-label":`Access for ${a.first_name} ${a.last_name}`,children:e.jsx(An,{className:"h-4 w-4","aria-hidden":"true"})})}),e.jsx($s,{align:"end",children:e.jsx(of,{user:a})})]})]})})]},a.id)})})]})}function df({search:t,onSearchChange:s,role:a,onRoleChange:n}){const r=o.useId(),i=o.useId();return e.jsxs("div",{className:"flex flex-col gap-4 sm:flex-row sm:items-center",children:[e.jsxs("div",{className:"relative flex-1",children:[e.jsx(ya,{className:"absolute left-3 top-1/2 h-4 w-4 -translate-y-1/2 text-muted-foreground","aria-hidden":"true"}),e.jsx(O,{placeholder:"Search usersâ¦","aria-label":"Search users",maxLength:200,value:t,onChange:l=>s(l.target.value),className:"pl-9"})]}),e.jsx("span",{id:r,className:"sr-only",children:"Role"}),e.jsxs(qe,{value:a,onValueChange:n,children:[e.jsx(Le,{id:i,"aria-labelledby":`${r} ${i}`,className:"w-full sm:w-[180px]",children:e.jsx(Ie,{placeholder:"All roles"})}),e.jsxs($e,{children:[e.jsx(q,{value:"all",children:"All roles"}),e.jsx(q,{value:"super_admin",children:"Super admin"}),e.jsx(q,{value:"society_admin",children:"Society admin"}),e.jsx(q,{value:"society_staff",children:"Staff"})]})]})]})}function mf({open:t,onOpenChange:s,onSubmit:a,isPending:n,error:r,mode:i,currentSocietyId:l,societies:m=[],initial:c}){const d=c?.role??"society_staff",u=c?.society_id??null,h=o.useMemo(()=>({email:"",first_name:"",last_name:"",role:d,society_id:u}),[d,u]),{register:p,handleSubmit:x,control:f,reset:b,watch:N,formState:{errors:j}}=Fr({defaultValues:h});o.useEffect(()=>{t||b(h)},[t,b,h]);const w=N("role"),v=i==="platform"&&w!=="super_admin",k=S=>{let _;i==="tenant"?_=l??null:S.role==="super_admin"?_=null:_=S.society_id??null,a({...S,society_id:_})};return e.jsx(Fe,{open:t,onOpenChange:s,children:e.jsxs(Te,{children:[e.jsxs(Ae,{children:[e.jsx(Ee,{children:"Invite user"}),e.jsx(tt,{children:"Theyâll get an email to choose their own password. 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4px"}}},children:e.jsx(W2,{cardOnly:r,clientSecret:t,onSucceeded:a,onProcessing:n})})}function W2({cardOnly:t,clientSecret:s,onSucceeded:a,onProcessing:n}){const r=mn(),i=un(),[l,m]=o.useState(!1),[c,d]=o.useState(!1),[u,h]=o.useState(!1),[p,x]=o.useState(null),[f,b]=o.useState(!1),N=o.useRef(!1),j=async k=>{if(r){b(!0);try{const S=await r.retrievePaymentIntent(s);if(S.error||!S.paymentIntent){x("Could not check this payment. Check its status before trying to charge again.");return}const _=S.paymentIntent.status;_==="succeeded"?await a():_==="requires_payment_method"||_==="requires_confirmation"||_==="requires_action"?(b(!1),x(k)):n()}catch{x("Could not check this payment. Check its status before trying to charge again.")}}},w=async()=>{if(!N.current){N.current=!0,h(!0);try{await j("Payment did not complete. Check the card details and try again.")}finally{N.current=!1,h(!1)}}},v=async k=>{if(k.preventDefault(),!r||!i||!l||N.current||f)return;N.current=!0,h(!0),x(null);let S=!1;try{const _=await i.submit();if(_.error){x(_.error.message||"Check the card details and try again.");return}S=!0;const y=await r.confirmPayment({elements:i,confirmParams:{return_url:window.location.href},redirect:"if_required"});if(y.error){const C=y.error.message||"Payment failed. Check the card details and try again.";y.error.type==="api_connection_error"||y.error.type==="api_error"?await j(C):x(C);return}y.paymentIntent?.status==="succeeded"?await a():y.paymentIntent?.status==="processing"?n():x("Payment did not complete. Please try again.")}catch(_){const y=_ instanceof Error&&_.message?_.message:"Could not submit the payment. Check the card details and try again.";S?await j(y):x(y)}finally{N.current=!1,h(!1)}};return e.jsxs("form",{onSubmit:v,className:"space-y-4 py-2",children:[!l&&!p&&e.jsx("p",{role:"status",className:"text-sm text-muted-foreground",children:"Loading card entryâ¦"}),e.jsx(hn,{options:{layout:{type:"tabs",defaultCollapsed:!1},...t?{wallets:{applePay:"never",googlePay:"never"}}:{}},onReady:()=>m(!0),onLoadError:()=>{m(!1),d(!0),x("Card entry could not load. Retry to resume this payment safely.")}}),p&&e.jsx("div",{role:"alert",className:"rounded-md border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-800 dark:border-red-800 dark:bg-red-950/20 dark:text-red-200",children:p}),c&&e.jsx(g,{type:"button",variant:"outline",className:"min-h-[44px] w-full",onClick:()=>window.location.reload(),children:"Retry card entry"}),f&&e.jsx(g,{type:"button",variant:"outline",className:"min-h-[44px] w-full",disabled:u,onClick:()=>{w()},children:"Check payment status"}),e.jsxs(g,{type:"submit",className:"min-h-[44px] w-full",disabled:!r||!l||u||f,children:[u&&e.jsx(He,{className:"mr-1.5 h-4 w-4 animate-spin"}),u?f?"Checking paymentâ¦":"Chargingâ¦":"Charge card"]})]})}function V2(t){let s=null,a=!1,n=!1,r=!1;const i=()=>{if(n||a||!r||!s)return null;const l=t(s);return l.length===0?null:(n=!0,O2(l))};return{setResult(l){return s=l,i()},markSurfaced(){a=!0},markDead(){return r=!0,i()},markAlive(){n||(r=!1)}}}const Un="Couldn't save â correct and retry, or edit the member directly";function Zr(t,s){return{source:t.source,label:t.label,fieldType:t.fieldType,options:t.options,attemptedValue:t.value,reason:s}}function ia(t){return t.source.kind==="column"?`col:${t.source.column}`:`cf:${t.source.key}`}const eu=500;function Fl(t){return t.length>eu?t.slice(0,eu):t}function Df(t){try{const s=JSON.stringify(t);return Fl(s===void 0?String(t):s)}catch{return Fl(String(t))}}function Rl(t,s){const a={};for(const n of t)a[ia(n)]=Un;return{implicated:t,reasonByClaimId:a,unattributed:s,attributed:!1}}function G2(t){return typeof t=="object"&&t!==null}function Y2(t,s){const a={},n=new Set;for(const i of t){if(!G2(i))continue;const{loc:l,msg:m}=i;if(!Array.isArray(l)||typeof m!="string")continue;const c=l[1];if(c==="custom_fields"){for(const u of s)u.source.kind==="custom"&&(n.add(ia(u)),a[ia(u)]=m);continue}const d=s.find(u=>u.source.kind==="column"&&u.source.column===c);d&&(n.add(ia(d)),a[ia(d)]=m)}return n.size===0?Rl(s,Df(t)):{implicated:s.filter(i=>n.has(ia(i))),reasonByClaimId:a,unattributed:null,attributed:!0}

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4{if(t.isActive("link")){t.chain().focus().unsetLink().run();return}const n=window.prompt("Enter URL (must start with https:// or mailto:):");if(n){if(!/^(https?:|mailto:)/i.test(n)){window.alert("Only https://, http://, and mailto: links are allowed.");return}t.chain().focus().setLink({href:n}).run()}};return e.jsxs("div",{className:"flex flex-wrap items-center gap-0.5 border-b bg-muted/30 px-2 py-1.5",children:[e.jsx(Xs,{onClick:()=>t.chain().focus().toggleBold().run(),active:t.isActive("bold"),label:"Bold",children:e.jsx(Pp,{size:16})}),e.jsx(Xs,{onClick:()=>t.chain().focus().toggleItalic().run(),active:t.isActive("italic"),label:"Italic",children:e.jsx(Ap,{size:16})}),e.jsx(Xs,{onClick:()=>t.chain().focus().toggleUnderline().run(),active:t.isActive("underline"),label:"Underline",children:e.jsx(Ep,{size:16})}),e.jsx(Xr,{}),e.jsx(Xs,{onClick:()=>t.chain().focus().toggleHeading({level:1}).run(),active:t.isActive("heading",{level:1}),label:"Heading 1",children:e.jsx(Tp,{size:16})}),e.jsx(Xs,{onClick:()=>t.chain().focus().toggleHeading({level:2}).run(),active:t.isActive("heading",{level:2}),label:"Heading 2",children:e.jsx(Fp,{size:16})}),e.jsx(Xs,{onClick:()=>t.chain().focus().toggleHeading({level:3}).run(),active:t.isActive("heading",{level:3}),label:"Heading 3",children:e.jsx(Rp,{size:16})}),e.jsx(Xr,{}),e.jsx(Xs,{onClick:s,active:t.isActive("link"),label:"Link",children:e.jsx(Mp,{size:16})}),e.jsx(Xr,{}),e.jsx(Xs,{onClick:()=>t.chain().focus().toggleBulletList().run(),active:t.isActive("bulletList"),label:"Bullet List",children:e.jsx(td,{size:16})}),e.jsx(Xs,{onClick:()=>t.chain().focus().toggleOrderedList().run(),active:t.isActive("orderedList"),label:"Ordered List",children:e.jsx(Dp,{size:16})}),e.jsx(Xr,{}),e.jsx(Xs,{onClick:()=>t.chain().focus().setTextAlign("left").run(),active:t.isActive({textAlign:"left"}),label:"Align Left",children:e.jsx(Lp,{size:16})}),e.jsx(Xs,{onClick:()=>t.chain().focus().setTextAlign("center").run(),active:t.isActive({textAlign:"center"}),label:"Align Center",children:e.jsx($p,{size:16})}),e.jsx(Xs,{onClick:()=>t.chain().focus().setTextAlign("right").run(),active:t.isActive({textAlign:"right"}),label:"Align Right",children:e.jsx(qp,{size:16})}),e.jsx(Xr,{}),e.jsx(Xs,{onClick:()=>t.chain().focus().undo().run(),disabled:!t.can().undo(),label:"Undo",children:e.jsx(Ip,{size:16})}),e.jsx(Xs,{onClick:()=>t.chain().focus().redo().run(),disabled:!t.can().redo(),label:"Redo",children:e.jsx(Op,{size:16})})]})}function L4({value:t,onChange:s,placeholder:a}){const n=o.useRef(!1),r=o.useRef(t),i=Xp({extensions:[tx.configure({heading:{levels:[1,2,3]}}),sx.configure({openOnClick:!1,HTMLAttributes:{target:"_blank",rel:"noopener noreferrer"},protocols:["http","https","mailto"]}),ex,ax.configure({types:["heading","paragraph"],alignments:["left","center","right"]}),nx.configure({placeholder:a??"Describe the event for attendeesâ¦"})],content:t,onUpdate:({editor:l})=>{if(n.current)return;const m=l.getHTML(),c=m==="<p></p>"?"":m;r.current=c,s(c)}});return o.useEffect(()=>{i&&t!==r.current&&(r.current=t,n.current=!0,i.commands.setContent(t||""),n.current=!1)},[t,i]),e.jsxs("div",{className:"tiptap-editor overflow-hidden rounded-md border",children:[i&&e.jsx(D4,{editor:i}),e.jsx(rx,{editor:i})]})}const $4={draft:"bg-muted-foreground/60",published:"bg-emerald-500",closed:"bg-amber-500",cancelled:"bg-red-500"},q4={draft:"Draft",published:"Published",closed:"Closed",cancelled:"Cancelled"};function pu({status:t}){return e.jsxs("span",{className:"inline-flex items-center gap-1.5 whitespace-nowrap",children:[e.jsx("span",{className:`h-1.5 w-1.5 shrink-0 rounded-full ${$4[t]||"bg-muted-foreground/60"}`}),e.jsx("span",{className:"text-xs font-medium",children:q4[t]||t})]})}function xu(t){return t.toLocaleString("en-US",{style:"currency",currency:"USD",maximumFractionDigits:0})}function Vi(t){return t.target.closest('a, button, [role="button"], input, [data-no-row-nav]')!==null}

4const Gi="America/New_York",gu="SKIPPED: ";function I4({eventId:t,currentUrl:s,onChange:a}){const n=ck(),r=dk(),[i,l]=o.useState(null),m=async d=>{const u=d.target.files?.[0];if(d.target.value="",!!u){l(null);try{const h=await n.mutateAsync({eventId:t,file:u});a(h.hero_image_url)}catch(h){const p=h&&typeof h=="object"&&"response"in h?h.response?.data?.detail??"Upload failed":"Upload failed";l(typeof p=="string"?p:"Upload failed")}}},c=async()=>{l(null);try{await r.mutateAsync(t),a(null)}catch(d){const u=d&&typeof d=="object"&&"response"in d?d.response?.data?.detail??"Delete failed":"Delete failed";l(typeof u=="string"?u:"Delete failed")}};return e.jsxs("div",{className:"space-y-2",children:[e.jsx(T,{children:"Hero image"}),s?e.jsxs("div",{className:"flex items-start gap-3",children:[e.jsx("img",{src:`${ds}${s}`,alt:"Event hero",className:"h-24 w-40 rounded border object-cover"}),e.jsxs("div",{className:"flex flex-col gap-1",children:[e.jsxs("label",{className:"cursor-pointer",children:[e.jsx("input",{type:"file",accept:"image/png,image/jpeg,image/webp",className:"hidden",onChange:m}),e.jsx("span",{className:"inline-flex items-center rounded border px-2 py-1 text-xs hover:bg-accent",children:"Replaceâ¦"})]}),e.jsx(g,{type:"button",variant:"ghost",size:"sm",onClick:c,disabled:r.isPending,className:"h-auto py-1 text-xs",children:"Remove"})]})]}):e.jsxs("label",{className:"inline-block cursor-pointer",children:[e.jsx("input",{type:"file",accept:"image/png,image/jpeg,image/webp",className:"hidden",onChange:m}),e.jsx("span",{className:"inline-flex items-center rounded-md border border-dashed px-3 py-2 text-sm hover:bg-accent",children:n.isPending?"Uploadingâ¦":"Upload hero image"})]}),e.jsx("p",{className:"text-xs text-muted-foreground",children:"PNG, JPEG, or WebP. 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4,{label:"Address",icon:Fa,keys:["address","street","city","state","zip","postal","country","province","region"],description:"Location fields"},{label:"Professional",icon:Gl,keys:["organization","company","employer","title","job_title","department","specialty","position","occupation","institution","practice","affiliation"],description:"Work & org fields"}],c5=[{value:"equals",label:"is equal to"},{value:"not_equals",label:"is not equal to"},{value:"contains",label:"contains"},{value:"is_empty",label:"is empty"},{value:"is_not_empty",label:"is not empty"}];function d5({value:t,onChange:s,availableTriggers:a}){const n=t!==null,r=a.length===0,i=t&&t.operator!=="is_empty"&&t.operator!=="is_not_empty",l=t?a.find(c=>c.field_key===t.field_key):null,m=!!l&&(l.field_type==="dropdown"||l.field_type==="multi_select")&&Array.isArray(l.options)&&l.options.length>0;return e.jsxs("div",{className:"space-y-2 rounded-md border bg-background p-2 text-xs",children:[e.jsxs("label",{className:"flex 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Ko({cfg:t,field:s,sections:a,availableTriggers:n,dependentCount:r,onToggleRequired:i,onRemove:l,onMoveToSection:m,onSetConditionalLogic:c}){const{attributes:d,listeners:u,setNodeRef:h,transform:p,transition:x,isDragging:f}=id({id:t.field_id}),[b,N]=o.useState(!1),j={transform:ld.Transform.toString(p),transition:x,opacity:f?.5:void 0,zIndex:f?10:void 0},w=t.conditional_logic!=null;return e.jsxs("div",{ref:h,style:j,className:"rounded-md border bg-card text-sm",children:[e.jsxs("div",{className:"group flex items-center gap-2 p-2.5",children:[e.jsx("button",{type:"button",className:"shrink-0 cursor-grab touch-none p-0.5 text-muted-foreground hover:text-foreground active:cursor-grabbing",...d,...u,children:e.jsx(Tr,{className:"h-3.5 w-3.5"})}),e.jsx("span",{className:"min-w-0 flex-1 truncate font-medium",children:s.label}),e.jsxs("span",{className:"inline-flex shrink-0 items-center gap-1.5 whitespace-nowrap",children:[e.jsx("span",{className:"h-1.5 w-1.5 shrink-0 rounded-full 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4){const r=vf(),i=j2(),[l,m]=o.useState(t?.name||""),[c,d]=o.useState(t?.description||""),[u,h]=o.useState(t?.form_config||[]),[p,x]=o.useState(t?.form_sections||[]),[f,b]=o.useState(!1),[N,j]=o.useState(""),[w,v]=o.useState(!1),k=od(kr(ud,{activationConstraint:{distance:5}}),kr(md,{coordinateGetter:dd})),S=M=>{const{active:I,over:R}=M;!R||I.id===R.id||h(X=>{const Se=X.findIndex(ve=>ve.field_id===I.id),ce=X.findIndex(ve=>ve.field_id===R.id);if(Se===-1||ce===-1)return X;const ke=X[ce].section_id??null;return cd(X,Se,ce).map((ve,Ne)=>({...ve,order:Ne,...ve.field_id===I.id?{section_id:ke}:{}}))})},_=new Map;for(const M of s)_.set(M.id,{id:M.id,label:M.label,field_key:M.field_key,field_type:M.field_type,is_required:M.is_required,is_active:M.is_active,source:"form_field",options:M.options??null});for(const M of a)_.set(M.id,{id:M.id,label:M.label,field_key:M.field_key,field_type:M.field_type,is_required:M.is_required,is_active:M.is_active,source:"custom_field",options:M.options??null});const y=u.map(M=>({cfg:M,field:_.get(M.field_id)})).filter(M=>M.field),C=u.map(M=>{const I=M.source==="custom_field"?a.find(R=>R.id===M.field_id):s.find(R=>R.id===M.field_id);return I?{field_id:I.id,field_key:I.field_key,label:I.label,field_type:I.field_type,required:M.required,options:I.options??null,help_text:I.help_text??null,placeholder:I.placeholder??null,order:M.order,source:M.source??"form_field",section_id:M.section_id??null,conditional_logic:M.conditional_logic??null}:null}).filter(M=>M!==null).sort((M,I)=>M.order-I.order),P=new Set(u.map(M=>M.field_id)),A=s.filter(M=>M.is_active&&!P.has(M.id)),E=a.filter(M=>M.is_active&&!P.has(M.id)),Q=N.toLowerCase().trim(),U=Q?A.filter(M=>M.label.toLowerCase().includes(Q)||M.field_key.toLowerCase().includes(Q)||M.field_type.toLowerCase().includes(Q)):A,D=Q?E.filter(M=>M.label.toLowerCase().includes(Q)||M.field_key.toLowerCase().includes(Q)||M.field_type.toLowerCase().includes(Q)):E,K=[...A.map(M=>_.get(M.id)),...E.map(M=>_.get(M.id))].filter(Boolean),xe=M=>{h(I=>[...I,{field_id:M.id,order:I.length,required:M.is_required,source:M.source}])},z=M=>{h(I=>{const R=M.map((X,Se)=>({field_id:X.id,order:I.length+Se,required:X.is_required,source:X.source}));return[...I,...R]})},ae=M=>{const I=_.get(M)?.field_key;h(R=>{const X=R.filter(ce=>ce.field_id!==M),Se=I!=null&&X.some(ce=>_.get(ce.field_id)?.field_key===I);return X.map(ce=>I&&!Se&&ce.conditional_logic?.field_key===I?{...ce,conditional_logic:null}:ce).map((ce,ke)=>({...ce,order:ke}))})},ue=M=>{h(I=>I.map(R=>R.field_id===M?{...R,required:!R.required}:R))},_e=(M,I)=>zf(h,M,I),ee=(M,I)=>{h(R=>R.map(X=>X.field_id===M?{...X,conditional_logic:I}:X))},se=M=>y.filter(({cfg:I,field:R})=>I.field_id!==M&&R).map(({field:I})=>({field_key:I.field_key,label:I.label,field_type:I.field_type,options:I.options??null})),le=M=>u.filter(I=>I.conditional_logic?.field_key===M).length,oe=async()=>{if(l.trim()){b(!0);try{const M={name:l,description:c||null,form_config:u,form_sections:p};t?await i.mutateAsync({templateId:t.id,data:M}):await r.mutateAsync(M),n()}finally{b(!1)}}},Pe=(M,I)=>e.jsxs("button",{type:"button",onClick:()=>xe({...M,source:I}),className:"flex w-full items-center gap-2 rounded-md border border-dashed p-2.5 text-left text-sm transition-colors hover:border-primary hover:bg-accent",children:[e.jsx(Rt,{className:"h-3.5 w-3.5 shrink-0 text-muted-foreground"}),e.jsx("span",{className:"flex-1 font-medium",children:M.label}),e.jsxs("span",{className:"inline-flex items-center gap-1.5 whitespace-nowrap",children:[e.jsx("span",{className:"h-1.5 w-1.5 shrink-0 rounded-full bg-muted-foreground/60"}),e.jsx("span",{className:"text-xs font-medium",children:M.field_type})]}),I==="custom_field"?e.jsxs("span",{className:"inline-flex items-center gap-1.5 whitespace-nowrap rounded-full bg-emerald-100 px-2 py-0.5 text-[10px] font-medium text-emerald-800 dark:bg-emerald-900/30 dark:text-emerald-300",title:"Pre-fills from the member's saved value; answers update the member profile.",children:[e.jsx("span",{className:"h-1.5 w-1.5 shrink-0 rounded-full bg-emerald-600 dark:bg-emerald-400"}),"Saves to profile Â· Pre-fills from member"]}):e.jsxs("span",{className:"inline-flex items-center gap-1.5 whitespace-nowrap rounded-full bg-slate-100 px-2 py-0.5 text-[10px] font-medium text-slate-700 dark:bg-slate-800 dark:text-slate-300",title:"Stored only on this event registration. 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4State(""),[U,D]=o.useState(""),[K,xe]=o.useState([Qo(0)]),z=()=>{u(null),k(""),_(""),C(!1),A(!0),Q(""),D(""),xe([Qo(0)]),c(!0)},ae=R=>{u(R),k(R.title),_(R.description||""),c(!0),_e(R.id)},{selectedSocietyId:ue}=V(),_e=async R=>{if(ue)try{const X=await Ka.getPoll(R,ue);C(X.is_anonymous),A(X.show_results_to_members),Q(X.opens_at?X.opens_at.slice(0,16):""),D(X.closes_at?X.closes_at.slice(0,16):""),xe(X.questions.map(Se=>({question_text:Se.question_text,type:Se.type,options:Se.options,order:Se.order,is_required:Se.is_required})))}catch{}},ee=R=>{R.preventDefault();const X={title:v,description:S||null,is_anonymous:y,show_results_to_members:P,opens_at:E||null,closes_at:U||null,questions:K.filter(Se=>Se.question_text.trim())};if(d){const Se={...X};n.mutate({pollId:d.id,data:Se},{onSuccess:()=>c(!1)})}else a.mutate(X,{onSuccess:()=>c(!1)})},se=()=>{xe([...K,Qo(K.length)])},le=R=>{xe(K.filter((X,Se)=>Se!==R))},oe=(R,X)=>{xe(K.map((Se,ce)=>{if(ce!==R)return Se;const ke={...Se,...X};return X.type&&X.type!==Se.type&&(["single_choice","multi_choice"].includes(X.type)?ke.options=["Option 1","Option 2"]:X.type==="scale"?ke.options={min:1,max:10}:ke.options=null),ke}))},Pe=(R,X,Se)=>{const ce=K[R];if(!Array.isArray(ce.options))return;const ke=[...ce.options];ke[X]=Se,oe(R,{options:ke})},M=R=>{const X=K[R];Array.isArray(X.options)&&oe(R,{options:[...X.options,`Option ${X.options.length+1}`]})},I=(R,X)=>{const Se=K[R];Array.isArray(Se.options)&&oe(R,{options:Se.options.filter((ce,ke)=>ke!==X)})};return s?e.jsxs("div",{className:"space-y-4",children:[e.jsx(Y,{className:"h-10 w-48"}),e.jsx(Y,{className:"h-64 w-full"})]}):e.jsxs("div",{className:"space-y-6",children:[e.jsxs("div",{className:"flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between",children:[e.jsxs("div",{className:"flex min-w-0 items-center gap-3",children:[e.jsx("div",{className:"flex h-10 w-10 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(Sa,{className:"h-5 w-5"})}),e.jsx("h1",{className:"text-2xl font-semibold tracking-tight",children:"Polls"})]}),e.jsx("div",{className:"flex flex-wrap items-center gap-2",children:e.jsxs(g,{onClick:z,children:[e.jsx(Rt,{className:"mr-2 h-4 w-4"}),"Create poll"]})})]}),!t||t.length===0?e.jsx(L,{className:"min-w-0 overflow-hidden",children:e.jsxs($,{className:"flex flex-col items-center justify-center py-12",children:[e.jsx(Sa,{className:"mb-4 h-12 w-12 text-muted-foreground"}),e.jsx("p",{className:"text-muted-foreground",children:"No polls yet. Create your first poll to engage members."})]})}):e.jsx("div",{className:"space-y-3",children:t.map(R=>e.jsx(L,{className:"min-w-0 overflow-hidden",children:e.jsx($,{className:"p-4",children:e.jsxs("div",{className:"flex items-center justify-between",children:[e.jsxs("div",{className:"min-w-0 flex-1 space-y-1",children:[e.jsxs("div",{className:"flex items-center gap-2",children:[e.jsx("h3",{className:"truncate font-semibold",children:R.title}),e.jsx(C5,{status:R.status})]}),e.jsxs("div",{className:"flex items-center gap-4 text-sm text-muted-foreground",children:[e.jsxs("span",{children:[R.question_count," question",R.question_count!==1?"s":""]}),e.jsxs("span",{children:[R.response_count," response",R.response_count!==1?"s":""]}),e.jsxs("span",{children:["Created ",Be(pt(R.created_at),"MMM d, yyyy")]}),R.closes_at&&e.jsxs("span",{children:["Closes ",Be(pt(R.closes_at),"MMM d, yyyy")]})]})]}),e.jsxs("div",{className:"ml-4 flex items-center gap-2",children:[R.status==="draft"&&e.jsxs(e.Fragment,{children:[e.jsx(g,{variant:"outline",size:"sm","aria-label":"Edit poll",onClick:()=>ae(R),children:e.jsx(Hs,{className:"h-4 w-4"})}),e.jsxs(g,{size:"sm",onClick:()=>i.mutate(R.id),disabled:i.isPending,children:[e.jsx(Pr,{className:"mr-1 h-4 w-4"}),"Publish"]})]}),R.status==="published"&&e.jsxs(g,{variant:"outline",size:"sm",onClick:()=>l.mutate(R.id),disabled:l.isPending,children:[e.jsx(Ys,{className:"mr-1 h-4 w-4"}),"Close"]}),R.response_count>0&&e.jsxs(e.Fragment,{children:[e.jsxs(g,{variant:"outline",size:"sm",onClick:()=>{f(R.id),N(R.is_anonymous),p(!0)},children:[e.jsx(Sa,{className:"mr-1 h-4 w-4"}),"Results"]}),e.jsx(g,{variant:"ghost",size:"sm","aria-label":"Download CSV",asChild:!0,children:e.jsx("a",{href:Ka.exportPollCsv(R.id,ue),target:"_blank",rel:"noopener noreferrer",children:e.jsx(vs,{className:"h-4 w-4"})})})]}),e.jsx(g,{variant:"ghost",size:"sm","aria-label":"Delete poll",onClick:()=>w(R.id),children:e.jsx(Ft,{className:"h-4 w-4 text-destructive"})})]})]})})},R.id))}),e.jsx(Fe,{open:m,onOpenChange:c,children:e.jsxs(Te,{className:"max-h-[90vh] max-w-2xl overflow-y-auto",children:[e.jsx(Ae,{children:e.jsx(Ee,{children:d?"Edit poll":"Create poll"})}),e.jsxs("form",{onSubmit:ee,className:"space-y-4",children:[e.jsxs("div",{className:"space-y-2",children:[e.jsx(T,{htmlFor:"title",children:"Title"}

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4,under_review:{label:"Under review",pill:"bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-400",dot:"bg-amber-500"},won:{label:"Won",pill:"bg-emerald-100 text-emerald-700 dark:bg-emerald-900/30 dark:text-emerald-400",dot:"bg-emerald-500"},lost:{label:"Lost",pill:"bg-red-100 text-red-700 dark:bg-red-900/30 dark:text-red-400",dot:"bg-red-500"}},$5={bank_cannot_process:"Bank cannot process",credit_not_processed:"Credit not processed",customer_initiated:"Customer initiated",debit_not_authorized:"Debit not authorized",duplicate:"Duplicate",fraudulent:"Fraudulent",general:"General",incorrect_account_details:"Incorrect account details",insufficient_funds:"Insufficient funds",product_not_received:"Product not received",product_unacceptable:"Product unacceptable",subscription_canceled:"Subscription canceled",unrecognized:"Unrecognized"};function wu(t){return new Intl.NumberFormat("en-US",{style:"currency",currency:"USD"}).format(Number(t))}function Nu(t){return t?Ct(t).toLocaleDateString("en-US",{month:"short",day:"numeric",year:"numeric"}):"â"}function q5(){const[t,s]=o.useState(1),{data:a,isLoading:n}=zN(t),{data:r}=Dg();return e.jsxs("div",{className:"space-y-6",children:[e.jsxs("div",{className:"flex items-center gap-3",children:[e.jsx("div",{className:"flex h-10 w-10 shrink-0 items-center justify-center rounded-lg bg-amber-100 text-amber-600 dark:bg-amber-900/30 dark:text-amber-400",children:e.jsx(Bt,{className:"h-5 w-5"})}),e.jsxs("div",{className:"min-w-0",children:[e.jsx("h1",{className:"text-2xl font-semibold tracking-tight",children:"Disputes"}),e.jsx("p",{className:"text-sm text-muted-foreground",children:"Chargebacks and payment disputes from Stripe. Respond to disputes in your Stripe Dashboard."})]})]}),r&&r.open_count>0&&e.jsxs("div",{className:"grid gap-4 sm:grid-cols-2",children:[e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-2",children:e.jsxs(ie,{className:"flex items-center gap-2.5",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(Dt,{className:"h-4 w-4"})}),"Open disputes"]})}),e.jsx($,{children:e.jsx("div",{className:"text-2xl font-semibold tracking-tight text-red-600 dark:text-red-400",children:r.open_count})})]}),e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-2",children:e.jsxs(ie,{className:"flex items-center gap-2.5",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(Ua,{className:"h-4 w-4"})}),"Total at risk"]})}),e.jsx($,{children:e.jsx("div",{className:"text-2xl font-semibold tracking-tight text-red-600 dark:text-red-400",children:wu(r.total_disputed)})})]})]}),e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx($,{className:"p-0",children:e.jsxs(Pt,{children:[e.jsx(At,{className:"bg-muted/30",children:e.jsxs(Ue,{className:"hover:bg-transparent",children:[e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Date"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Member"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Amount"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Reason"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Status"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Evidence due"}),e.jsx(H,{className:"h-10 w-[80px]"})]})}),e.jsx(Et,{children:n?e.jsx(Ue,{children:e.jsx(G,{colSpan:7,className:"py-8 text-center text-muted-foreground",children:"Loading disputesâ¦"})}):a?.items.length?a.items.map(i=>{const l=L5[i.status]||{label:i.status,pill:"bg-muted text-muted-foreground",dot:"bg-muted-foreground

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5
6## Stats Cards
7
8The four cards at the top show key metrics:
9
10- **Current roster** â Everyone on your roster today: active, pending, grace, lapsed, and expired members. Excludes cancelled, suspended, rejected, and archived records, and event-only/non-member accounts.
11- **Revenue This Month** â Total payments received in the current month
12- **Pending Approvals** â Applications awaiting your review
13- **Expiring Soon** â Members whose memberships expire in the next 30 days
14
15## Recent Activity
16
17Below the stats, you'll see recent activity including:
18
19- New member signups
20- Payment receipts
21- Status changes
22- Email notifications sent
23
24## Quick Actions
25

26Use the quick action buttons to jump to common tasks:
27
28- Add a new member
29- Create an invoice batch
30- Send a broadcast email
31- View pending applications
32
33## Charts
34
35The dashboard charts show:
36
37- **Membership trends** â How your member count has changed over time
38- **Revenue breakdown** â Payment sources and amounts
39- **Member distribution** â Breakdown by membership type
40
41## Onboarding Checklist
42
43If you're new, the onboarding checklist guides you through essential setup steps. Complete each item to ensure your society is fully configured.
44
45## Dispute Alert
46
47If you have any open payment disputes (chargebacks), a red alert banner appears below the demo data card showing the count and total dollar amount at risk. Click **View Disputes** to go to the Disputes page.
48
49## Demo Data
50
51To see the dashboard with realistic data, go to **Settings** and click **Load Demo Data**. This creates ~200 sample members with payments, events, and other records. When demo data is loaded, an amber banner appears at the top of the dashboard with a **Clear Demo Data** button to remove everything before going live. Demo data can only be loaded before the society has real member data.`},{id:"2",slug:"first-time-setup-guide",title:"First-Time Setup Guide",category:"getting-started",summary:"Step-by-step guide to configure your society for the first time.",keywords:["setup","configure","new","first","onboarding","stripe","branding","favicon"],order:2,content:`Get your society up and running with this complete setup guide.
52
53## 1. Connect Stripe
54
55First, connect your Stripe account to accept payments:
56
571. Go to **Settings** in the sidebar
582. Find the **Stripe Configuration** section
593. Enter your Publishable Key and Secret Key from the Stripe Dashboard
604. Click **Save Keys**, then **Test Connection**
615. Once connected, you'll see the Stripe account name
62
63Without Stripe, you can still record manual payments but won't be able to accept online payments.
64
65## 2. Create Membership Types
66
67Define the membership options for your society:
68
691. Go to **Membership types** in the sidebar (under the Members group)
702. Click **Add Membership Type**
713. Set the name, price, and duration
724. Configure renewal settings
735. Save and repeat for additional types
74
75Common examples: Annual, Student, Lifetime, Corporate.
76
77## 3. Configure Email Templates
78
79Customize the emails your members receive:
80
811. Go to **Emails** in the sidebar (under the Engagement group)
822. Review each template type
833. Edit the subject and body as needed
844. Use merge fields to personalize (e.g., {{member.firstName}})
855. Send test emails to yourself
86
87## 4. Set Up Renewal Sequence
88
89Configure automatic renewal reminders:
90
911. Go to **Renewals** in the sidebar (under the Engagement group)
922. Review the default 9-touchpoint sequence
933. Adjust timing and content as needed
944. Enable or disable individual touchpoints
95
96## 5. Configure Email Provider
97
98Set up your email sending credentials so the system can send emails:
99
1001. Korevera sets up your email sender (the provider and the From address) on your society's platform settings, under **Integrations** â **Email sender**. Contact support to set or change it.
1012. In your workspace, **Emails** â **Sending** shows the current sender.
1023. Use **Send test email** there to check that mail is delivered
1034. Once verified, the system can send all automated emails
104
105Without an email provider configured, no emails (welcome, renewal, invoices, password reset) will be sent.
106
107## 6. Upload Logo, Favicon & Branding
108
109Add your society's branding:
110
1111. Go to **Settings** â **Branding**
1122. Upload your logo (recommended: 200x200px PNG)
1133. Upload a favicon / browser icon (square, at least 192x192px PNG) â this replaces the default browser tab icon and mobile homescreen icon with your society's brand
1144. Set your primary color
1155. Preview how it appears in emails and the member portal
116
117## 7. Add Your First Member
118
119Finally, add a test member to verify everything works:
120
1211. Go to **Members** â **Add Member**
1222. Fill in the member details
1233. Select a membership type
1244. Choose whether to send a welcome email
1255. Save the member
126
127You're now ready to start managing your society!`},{id:"3",slug:"adding-members-manually",title:"Adding Members Manually",category:"members",summary:"How to add new members through the admin panel.",keywords:["add","create","new member","manual","form","register"],order:1,content:`Add members directly through the admin panel when they sign up offline or need to be imported.
128
129## Accessing the Add Member Form
130
1311. Go to **Members** in the sidebar
1322. Click the **Add Member** button in the top right
1333. The new member form will open
134
135## Required Fields
136
137Every member needs:
138
139- **Email** â Must be unique, used for login and communications
140- **First Name** and **Last Name**
141- **Membership Type** â Select from your configured types
142
143## Optional Fields
144
145You can also provide:
146
147- **Phone Number** â For contact purposes
148- **Address** â Full mailing address (city, state, county, postal code, country)
149- **County** â Auto-fills from postal code using a built-in ZIP-to-county lookup
150- **Company/Organization** â If applicable
151- **Custom Fields** â Any society-specific fields you've configured
152
153## Setting Initial Status
154
155Choose the member's starting status:
156
157- **Active** â Full member, ready to go
158- **Pending** â Requires approval before becoming active
159
160## Membership Dates
161
162- **Start Date** â When the membership begins (defaults to today)
163- **Expiry Date** â Calculated automatically based on membership type duration
164
165## Welcome Email
166
167Check the **Send welcome email** box to automatically notify the member. The welcome email includes:
168
169- Login credentials
170- Link to the member portal
171- Getting started information
172
173## Saving the Member
174
175Click **Save** to create the member. They'll appear in your member list immediately and can log in to the member portal if you sent the welcome email.`},{id:"4",slug:"understanding-member-statuses",title:"Understanding Member Statuses",category:"members",summary:"Learn what each member status means and how transitions work.",keywords:["status","active","pending","lapsed","grace","suspended","expired"],order:2,content:`Member statuses track where each person is in their membership lifecycle.
176
177## Status Types
178
179### PENDING
180Member has applied but hasn't been approved yet. They:
181- Cannot access member-only content
182- Are waiting for admin review
183- Will receive approval/rejection notification
184
185### ACTIVE
186Current, paid-up member with full access. They:
187- Can log in to the member portal
188- Receive member communications
189- Have access to all member benefits
190
191### GRACE

192Membership has expired but they're in the grace period. They:
193- Still have member access (configurable)
194- Receive renewal reminders
195- Can renew without penalty
196
197The grace period length is set by Korevera on your society's settings (the **Membership** tab); contact support to change it.
198
199### LAPSED
200Grace period has ended without renewal. They:
201- Lose member access
202- Continue receiving re-engagement emails
203- Can rejoin by paying
204- **Recover at event checkout:** When *Renewal at event checkout* is enabled in your society's Membership settings, LAPSED members registering for an event are prompted to renew dues during checkout. Opting in pays dues + event in one transaction and flips them back to ACTIVE. See [Renewal at Event Checkout](/help/paid-renewal-at-event-checkout).
205
206### EXPIRED
207Same access posture as LAPSED but the member has been inactive long enough to be considered fully expired. Behaves identically to LAPSED for the renewal-at-checkout prompt â same panel, same flow.
208
209### SUSPENDED
210Admin has manually suspended the member. They:
211- Cannot access member benefits
212- Don't receive automated emails
213- Remain suspended until admin changes status
214
215## Automatic Transitions
216
217The system automatically changes statuses based on:
218
219| Trigger | Status Change |
220|---------|--------------|
221| Expiry date passes | Active â Grace |
222| Grace period ends | Grace â Lapsed |
223| Payment received | Any â Active |
224| Admin approves | Pending â Active |
225
226## Manual Status Changes
227
228Admins can change status anytime:
2291. Open the member's profile
2302. Click the status badge
2313. Select the new status
2324. Confirm the change
233
234Some status changes (like Suspended) can only be done manually.`},{id:"5",slug:"processing-member-applications",title:"Processing Member Applications",category:"members",summary:"How to review, approve, or reject pending member applications.",ke

234ywords:["approve","reject","application","pending","review","approval"],order:3,content:`When members apply through your public signup form, they start as Pending and need your approval.
235
236## Finding Pending Members
237
238Several ways to find applications awaiting review:
239
2401. **Dashboard** â The "Pending Approvals" stat card shows the count; click to see the list
2412. **Members list** â Filter by Status â Pending
2423. **Notifications** â You'll receive email alerts for new applications (if enabled)
243
244## Reviewing an Application
245
246Click on a pending member to see their full application:
247
248- Contact information they provided
249- Answers to any custom questions
250- Membership type they selected
251- Application date and time
252
253## Approving a Member
254
255To approve:
256
2571. Open the member's profile
2582. Click **Approve** (or change status to Active)
2593. Confirm the action
260
261What happens next:
262- Status changes to Active
263- Member receives approval email with login details
264- Membership start date is set
265- They can now access the member portal
266
267## Rejecting a Member
268
269To reject:
270
2711. Open the member's profile
2722. Click **Reject** (or change status to Rejected)
2733. Optionally add a reason
2744. Confirm the action
275
276What happens:
277- Member receives rejection email (if configured)
278- Their record remains for your reference
279- They can apply again if appropriate
280
281## Bulk Processing
282
283For multiple applications:
284
2851. Go to Members list, filter by Pending
2862. Check the boxes for members to process
2873. Use bulk actions to Approve All or Reject All
288
289## Auto-Approval
290
291If you don't need to review applications, enable auto-approval:
292
2931. Go to **Membership Types**
2942. Edit a free type and turn off **Requires admin approval** (it applies to free types only)
2953. New signups for that type will become Active immediately. Paid types become Active once the payment completes`},{id:"6",slug:"bulk-member-actions",title:"Bulk Member Actions",category:"members",summary:"Select multiple members to make changes efficiently.",keywords:["bulk","batch","multiple","mass","select all","group"],order:4,content:`Bulk actions let you make changes to many members at once.
296
297## Selecting Members
298
299In the Members list:
300
3011. Check the box next to each member you want to include
3022. Or check the header checkbox to select all visible members
3033. The selection count appears in the toolbar
304
305## Available Bulk Actions
306
307Once you've selected members, the bulk action toolbar appears:
308
309### Change Status
310Change all selected members to a new status:
311- Useful for suspending inactive members
312- Or reactivating a group
313
314### Change Membership Type
315Move members to a different membership tier:
316- Upgrade or downgrade in bulk
317- Migrate to new membership structure
318
319### Export
320Download selected members as CSV:
321- For external analysis
322- Mail merge purposes
323- Backup
324
325### Send Email
326Send a one-time email to selected members:
327- Announcements
328- Targeted communications
329
330### Delete
331Permanently remove selected members:
332- Use with caution
333- Cannot be undone
334
335## When to Use Bulk Actions
336
337Common scenarios:
338
339- **Annual cleanup** â Lapse all expired members at year-end
340- **Membership restructure** â Move members to renamed types
341- **Targeted outreach** â Email members in a specific region
342- **Data cleanup** â Remove duplicate or test records
343
344## Tips
345
346- Use the field filter, status filter, and search bar to narrow down your selection before using bulk actions
347- Click column headers to sort members and find the ones you need
348- Preview the count before confirming actions
349- Some actions trigger emails â check settings first
350- Large bulk actions may take a moment to process`},{id:"28",slug:"searching-filtering-sorting-members",title:"Searching, Filtering & Sorting Members",category:"members",summary:"Find members quickly using search, field filters, sortable columns, and column customization.",keywords:["search","filter","sort","column","city","state","county","phone","zip","postal","find","organize","table"],order:5,content:`The Members list provides powerful tools to find, filter, and organize your members.
351
352## Searching Members
353
354The search bar at the top searches across member **name** and **email** with partial matching. Start typing and results update immediately.
355
356## Field Filter
357
358Use the **Filter by...** dropdown to filter by a specific field:
359
360| Field | Matches |
361|-------|---------|
362| City | Partial match on member's city |

363| State | Partial match on state |
364| County | Partial match on county |
365| Phone | Partial match on phone number |
366| Postal Code | Partial match on ZIP/postal code |
367
3681. Select a field from the "Filter by..." dropdown
3692. Type a value in the text box that appears
3703. Results update as you type
3714. Click the **X** button to clear the filter value
372
373## Status and Type Filters
374
375Use the dedicated dropdowns to filter by:
376
377- **Status** â Active, Pending, Expired, Cancelled, Rejected, or Suspended
378- **Membership Type** â Any of your configured membership types
379
380## Sorting by Column
381
382Click any **column header** to sort the table by that column:
383
384- First click sorts **ascending** (AâZ, oldest first)
385- Click again to sort **descending** (ZâA, newest first)
386- A small arrow icon shows the current sort direction
387- Unsorted columns show a faint up/down arrow
388
389All columns are sortable: Name, Email, Phone, City, State, County, Type, Status, Joined, Expires, and Auto-Renew.
390
391## Column Customizer
392
393Not every column needs to be visible. Click the **Columns** button to toggle which columns appear in the table:
394
395- Check or uncheck columns to show or hide them
396- Your column preferences are saved and persist across sessions
397- Default columns: Email, Type, Status, Expires
398
399## County Auto-Fill
400
401The **County** column is automatically populated from the member's postal code using a built-in ZIP-to-county lookup. County is set when:
402
403- A new member is created (admin or signup)
404- A member's postal code is updated
405- Members are imported via CSV (if county isn't already provided)
406
407## Combining Filters
408
409All filters work together. For example:
4101. Set Status to **Active**
4112. Set Filter by to **County** and type "Miami-Dade"
4123. Click the **Expires** column header to sort by expiration date
413
414This gives you all active members in Miami-Dade County, sorted by when they expire.`},{id:"30",slug:"managing-member-badges",title:"Managing Member Badges",category:"members",summary:"Create badge types, upload icons, assign badges to members, and control display order.",keywords:["badge","award","icon","recognition","speaker","instructor","officer","president","drag","reorder"],order:6,content:`Badges are visual recognition awards displayed on member profiles and the portal dashboard. Platform admins configure badge types per society, then society admins assign them to members.
415
416## Badge Types (Platform Admin)
417
418Badge types are configured in **Platform > Societies > [Society] > Settings > Customization**, in the **Badge types** section.
419
420### Creating a Badge Type
421
4221. Click **Add Badge Type**
4232. Fill in:
424   - **Name** â Display name (e.g., "Speaker", "Past President")
425   - **Color** â Used as fallback when no icon is uploaded
4263. Optionally upload an **icon** (PNG, JPEG, or WebP â max 5 MB, auto-compressed to 512x512)
4274. Click **Create**
428
429### Drag-and-Drop Ordering
430
431Badge types display left-to-right on the portal in priority order. To reorder:
432
4331. Grab the **drag handle** (â®â®) on any row
4342. Drag it to the desired position
4353. Drop â the new order saves automatically
436
437The **#** column shows the current display position (1 = leftmost on portal).
438
439### Managing Badge Types
440
441- **Edit** â Click the badge name to open the edit dialog
442- **Upload Icon** â Click the upload button (â) in the Actions column
443- **Remove Icon** â Click the image button (ð¼) to delete the current icon
444- **Toggle Active** â Use the switch to show/hide a badge type without deleting it
445- **Delete** â Deactivates the badge type. If members have the badge, you'll be asked to confirm
446
447### Icon Best Practices
448
449- Use square images with transparent backgrounds (PNG recommended)
450- Icons are auto-resized to 512Ã512 and optimized
451- Badges display at 112Ã112px on the portal â keep designs simple and bold
452- The badge name appears as a text label below the icon, so avoid text in the image itself
453
454## Assigning Badges to Members
455
456Badges are assigned from the member detail page:
457
4581. Open a member's profile
4592. Find the **Badges** section
4603. Click **Add Badge** and select a badge type
4614. Optionally add a note (e.g., "2024 Annual Conference")
462
463### Auto-Detected Badges
464
465Some badges are assigned automatically:
466- **Officer** â Automatically assigned when a member holds a committee role (chair, vice chair, secretary, treasurer)
467
468## Portal Display
469
470Members see their badges on the portal dashboard as large icons (112Ã112px) with the badge name below. Badges appear in the order set by the platform admin's drag-and-drop arrangement.`},{id:"31",slug:"tagging-segmenting-members",title:"Tagging & Segmenting Members",category:"members",summary:"Use tags to organize and segment members for targeted actions.",ke

470ywords:["tag","segment","group","label","organize","bulk","filter","category"],order:7,content:`Tags let you organize members into flexible groups for targeted communications and analysis.
471
472## Adding Tags to Individual Members
473
4741. Open a member's profile
4752. Find the **Tags** section
4763. Type a tag name and press Enter
4774. The tag is saved immediately
478
479## Bulk Tagging
480
481Tag multiple members at once:
482
4831. Go to the **Members** list
4842. Select members using the checkboxes
4853. Click the **Tag** button in the bulk action toolbar
4864. Type or select tags to add
4875. Click **Apply**
488
489The tag dialog shows autocomplete suggestions based on existing tags in your society.
490
491## Removing Tags
492
493- **Individual:** Click the X on any tag pill in the member's profile
494- **Bulk:** Select members, open the tag dialog, and remove tags
495
496## Filtering by Tag
497
498Use the field filter dropdown on the Members list to filter by tag. This shows only members with the selected tag.
499
500## Use Cases
501
502- **Event attendees** â Tag members who attended a specific event
503- **Volunteers** â Track members who've volunteered
504- **Board candidates** â Group potential board nominees
505- **Regional groups** â Organize by chapter or region
506- **Email targeting** â Filter by tag before sending broadcast emails
507
508## Tips
509
510- Keep tag names short and consistent (e.g., "2025-conference" not "Attended the 2025 Annual Conference")
511- Tags are case-insensitive
512- There's no limit on the number of tags per member
513- Tags appear as colored pills on member profiles and in the member list`},{id:"7",slug:"recording-manual-payments",title:"Recording Manual Payments",category:"payments",summary:"How to record check, cash, wire, and other offline payments.",keywords:["manual","payment","check","cash","wire","offline","record"],order:1,content:`When members pay outside of Stripe (check, cash, wire transfer), record the payment manually.
514
515## When to Use Manual Payments
516
517Record a manual payment when you receive:
518- Physical checks
519- Cash payments
520- Wire or bank transfers
521- Payments through other systems
522
523## Recording a Payment
524
5251. Find the member in the Members list
5262. Open their profile
5273. Click **Record Payment** (or go to their Payments tab)
5284. Fill in the payment details:
529   - **Amount** â The payment amount
530   - **Payment Method** â Check, Cash, Wire, Other
531   - **Reference** â Check number, transfer ID, etc.
532   - **Date** â When payment was received
533   - **Notes** â Optional additional details
5345. Click **Save**
535
536## What Happens Next
537
538When you record a manual payment:
539
540- Payment is logged in the member's history
541- If they have an open invoice, it's marked as paid
542- If no invoice exists, one is auto-generated
543- Member status updates if payment renews membership
544- Receipt email is sent (if configured)
545
546## Partial Payments
547
548To record a partial payment:
549
5501. Enter the partial amount
5512. Add a note explaining it's partial
5523. The invoice will show remaining balance
5534. Record additional payments as received
554
555## Viewing Payment History
556
557All payments (manual and online) appear in:
558
559- Member's profile â Payments tab
560- Reports â Payments section
561- Dashboard revenue stats
562
563## Member Receipt Downloads
564
565In the member portal, payments that have an associated invoice show a download icon. Members can click any payment row to download their receipt/invoice PDF directly from the Payments page.`},{id:"8",slug:"how-auto-renewal-works",title:"How Auto-Renewal Works",category:"payments",summary:"Understand the automatic renewal process for online members.",keywords:["auto","automatic","renewal","recurring","subscription","charge"],order:2,content:`Members who sign up online can opt into automatic renewal. Here's how it works.
566
567## The Auto-Renewal Process
568
569### 7 Days Before Expiry
570The system checks for members expiring in the next 7 days who have auto-renewal enabled.
571
572### Charge Attempt
573For each eligible member:
5741. The saved card is charged for the renewal amount
5752. If successful, membership extends by the standard duration
5763. Member receives a payment confirmation email
577
578### Card on File
579The card used for auto-renewal is:
580- Saved during initial signup (Stripe securely stores it)

581- Updated if member changes payment method in portal
582- Never visible to admins (only last 4 digits shown)
583
584## Member Notifications
585
586Members receive emails at key points:
587
588- **7 days before** â Reminder that renewal will be charged
589- **On renewal** â Payment confirmation and new expiry date
590- **If payment fails** â Notification with link to update card
591
592## What Members See
593
594In the member portal, members can:
595- View their auto-renewal status
596- See the next renewal date
597- Update their payment method
598- Cancel auto-renewal
599
600## Admin Visibility
601
602In the admin panel, you can see:
603- Auto-renewal status on member profile
604- Upcoming renewals in reports
605- Failed renewal attempts in payment history
606
607## Disabling Auto-Renewal
608
609Members can cancel anytime in their portal. Admins can also:
6101. Open member profile
6112. Go to Payment Settings
6123. Toggle off auto-renewal
613
614The member's access continues until their current expiry date.
615
616## Auto-Renewal Discount
617
618Each membership type can offer a discount when the member opts into auto-renewal (default 10%). Configure on the membership type:
619
620- **Auto-renew enabled** â master toggle
621- **Auto-renew discount percent** â the percentage off
622
623The discount applies to:
624- Initial signup (when the member checks "enable auto-renew" at signup)
625- Renewal at event checkout (auto-renew sub-toggle inside the renewal panel)
626- Standalone renewal from the portal
627
628When a member toggles auto-renew off mid-cycle, the discount doesn't get clawed back â they keep their current cycle and the next renewal charges at full price.
629
630## Auto-Renewal at Event Checkout
631
632If your society has *Renewal at event checkout* enabled, LAPSED members renewing during event checkout see a sub-toggle for auto-renew:
633
634> â Enable auto-renew (10% off â save $25/yr)
635
636Opting in does two things:
6371. Applies the auto-renew discount to the renewal price they're paying now
6382. Sets Stripe's saved card as the default payment method for the upcoming cycles
639
640Toggling auto-renew off in the panel does NOT change the event's pricing â the event still drops to the member rate as soon as they opt into renewal at all. The auto-renew toggle only affects the renewal's price + future-payment-method behavior.
641
642See [Renewal at Event Checkout](/help/paid-renewal-at-event-checkout) for the full panel behavior.`},{id:"9",slug:"failed-payments-dunning",title:"Failed Payments & Dunning",category:"payments",summary:"What happens when payments fail and how the retry process works.",keywords:["failed","decline","retry","dunning","card","error"],order:3,content:`When a payment fails, the system automatically attempts recovery through the dunning process.
643
644## What Triggers Dunning
645
646Dunning starts when:
647- An auto-renewal charge fails
648- A card is declined
649- Payment processing errors occur
650
651## The 3-Attempt Retry Sequence
652
653### Attempt 1 (Day 0)
654- Initial charge fails
655- Member receives "payment failed" email
656- Email includes link to update payment method
657
658### Attempt 2 (Day 3)
659- System retries the charge
660- If still failing, another notification sent
661- More urgent messaging
662
663### Attempt 3 (Day 7)
664- Final retry attempt
665- If fails, member is marked for manual follow-up
666- Urgent "last chance" notification
667
668## Emails Members Receive
669
670Each failed attempt triggers an email with:
671- Clear explanation of the issue
672- Link to update payment method
673- Deadline before access is affected
674
675## Viewing Dunning Status
676
677On a member's profile, you can see:
678- Current dunning stage (if active)
679- Number of retry attempts
680- Last failure reason (e.g., "card_declined", "insufficient_funds")
681- Next retry date
682
683## What Happens After 3 Failures
684
685If all three attempts fail:
686- Auto-renewal is paused for that member
687- Member enters Grace period (if configured)
688- Admin notification is sent
689- Manual intervention may be needed
690
691## Admin Actions
692
693For members in dunning, you can:
694- Wait for automatic retries
695- Contact the member directly
696- Record a manual payment if received
697- Cancel their membership if appropriate
698
699## Preventing Failed Payments
700
701Tips to reduce failures:
702- Encourage members to update cards before expiry
703- Send advance renewal reminders
704- Offer multiple payment methods`},{id:"29",slug:"handling-chargebacks-disputes",title:"Handling Chargebacks & Disputes",category:"payments",summary:"What happens when a member disputes a payment and how to respond.",keywords:["chargeback","dispute","refund","stripe","evidence","reversal","fraud"],order:4,content:`When a cardholder disputes a charge with their bank, Stripe notifies the system automatically. Here's how disputes work and what you need to do.
705
706## How Disputes Arrive
707
708When a member (or their bank) files a chargeback:
709
7101. Stripe sends a webhook notification to your system
7112. A **Dispute** record is created automatically
7123. The dispute is linked to the original payment and member
7134. You receive an **email alert** at your society's contact email with:
714   - Member name and email
715   - Disputed amount

716   - Reason for the dispute
717   - Evidence submission deadline
718   - Link to the Stripe Dashboard
719
720## Dashboard Alert
721
722When you have open disputes, a **red alert banner** appears at the top of your Dashboard showing:
723- Number of open disputes
724- Total dollar amount at risk
725- A **View Disputes** button to see full details
726
727## Disputes Page
728
729Go to **Disputes** in the sidebar (under the Finance group) to see all disputes:
730
731| Column | Description |
732|--------|-------------|
733| Date | When the dispute was filed |
734| Member | Who the disputed payment belongs to |
735| Amount | How much is being disputed |
736| Reason | Why the cardholder disputed (e.g., fraudulent, duplicate, product not received) |
737| Status | Current state of the dispute |
738| Evidence Due | Deadline to submit evidence |
739
740Each row has a **link icon** that opens the dispute directly in your Stripe Dashboard.
741
742## Dispute Statuses
743
744| Status | Meaning |
745|--------|---------|
746| **Needs Response** | You must submit evidence before the deadline |
747| **Under Review** | Evidence submitted, Stripe/bank is reviewing |
748| **Won** | Dispute resolved in your favor â funds retained |
749| **Lost** | Dispute resolved against you â funds reversed |
750
751## Responding to a Dispute
752
753Disputes are managed in the **Stripe Dashboard**, not in this admin panel:
754
7551. Click the **link icon** on any dispute to open it in Stripe
7562. Review the dispute reason and cardholder's claim
7573. Gather evidence:
758   - Payment receipt or invoice
759   - Communication with the member
760   - Proof of service/delivery
761   - Membership agreement or terms of service
7624. Submit your evidence before the deadline
7635. Wait for the bank's decision (typically 60-75 days)
764
765## What Happens When You Lose
766
767If a dispute is resolved against you (status: **Lost**):
768- The disputed amount is reversed by the bank
769- The original payment is automatically marked as **Refunded** in your system
770- An audit log entry records the loss
771
772## What Happens When You Win
773

774If a dispute is resolved in your favor (status: **Won**):
775- The funds are released back to you
776- An audit log entry records the win
777- No changes to the original payment
778
779## Common Dispute Reasons
780
781| Reason | Description | Best Evidence |
782|--------|-------------|---------------|
783| Fraudulent | Cardholder claims they didn't make the charge | Proof of member login, IP address, communication |
784| Duplicate | Cardholder claims they were charged twice | Show the charges are for different items/periods |
785| Product Not Received | Cardholder claims they didn't receive what they paid for | Proof of membership activation, event attendance |
786| Subscription Canceled | Cardholder claims they canceled | Show cancellation policy, renewal terms |
787| Unrecognized | Cardholder doesn't recognize the charge | Show your billing descriptor matches your society name |
788
789## Tips to Prevent Disputes
790
791- Use a clear **billing descriptor** in Stripe so members recognize charges
792- Send **payment confirmation emails** immediately after every charge
793- Send **renewal reminders** before auto-charging
794- Make it easy for members to **cancel or request refunds** before disputing â see [Issuing Refunds](/help/issuing-refunds)
795- Keep records of all member communications
796
797## Audit Trail
798
799All dispute events are logged:
800- **Dispute Created** â when a new dispute arrives
801- **Dispute Won** â when resolved in your favor
802- **Dispute Lost** â when resolved against you
803
804View these in the **Audit Log** (under the Admin group) by filtering for dispute actions.`},{id:"41",slug:"issuing-refunds",title:"Issuing Refunds",category:"payments",summary:"How to issue full or partial refunds for Stripe payments.",keywords:["refund","partial refund","stripe","reverse","return","money back","cancel payment"],order:7,content:`Issue full or partial refunds for any Stripe payment directly from the admin panel. Refunds are processed through Stripe and reflected in your dashboard automatically.
805
806## Where to Find the Refund Button
807
808You can issue a refund from two places:
809
8101. **Payments page** â Go to **Payments** in the sidebar. Find the payment row and click the **three-dot menu** (â®) on the right â **Refund**.
8112. **Member detail page** â Open a member â go to the **Payments** tab â click the **three-dot menu** (â®) on any payment â **Refund**.
812
813The Refund option only appears for payments that:
814- Were processed through **Stripe** (not manual cash/check payments)
815- Have a status of **Succeeded** or **Partially Refunded**
816- Have remaining refundable balance
817
818## Issuing a Full Refund
819
8201. Click **Refund** on the payment
8212. The dialog shows the payment amount and a pre-filled refund amount
8223. Enter a **reason** for the refund (required)
8234. Type **REFUND** in the confirmation box
8245. Click **Issue Full Refund**
825
826The payment status changes to **Refunded** and the member's card is credited.
827
828## Issuing a Partial Refund
829
8301. Click **Refund** on the payment
8312. Change the **Amount** to the partial amount you want to refund
8323. Enter a **reason** (required)
8334. Type **REFUND** to confirm
8345. Click **Issue Partial Refund**
835
836The payment status changes to **Partially Refunded**. You can issue additional refunds on the same payment until the full amount has been returned.
837
838## After a Refund
839
840- The payment's **status** updates to Refunded or Partially Refunded
841- The refunded amount appears in **amber text** on the payment row
842- The refund is logged in the **Audit Log** with the amount, reason, and who issued it
843- The **MTD Revenue** card on the dashboard shows a refund summary (e.g., "$150.00 refunded (2 refunds)")
844- Stripe processes the refund â funds typically return to the member's card within 5-10 business days
845
846## Stripe Dashboard Sync
847
848If someone issues a refund directly in the **Stripe Dashboard** (not through this admin panel), the system automatically syncs:
849
850- The payment status updates to Refunded or Partially Refunded
851- The refunded amount is tracked
852- An audit log entry is created (marked as "stripe_webhook" source)
853
854This means your records stay accurate regardless of where the refund was initiated.
855
856## Important Notes
857
858- **Refunds are irreversible** â once processed, they cannot be undone
859- **Manual payments** (cash, check, wire) cannot be refunded through this system â handle those offline
860- **Partial refunds** can be issued multiple times on the same payment

861- **Refunds do not automatically change membership status** â deactivate the member separately if needed (BUT renewal payments from event checkout are an exception â see below)
862- All refund activity is recorded in the **Audit Log** for compliance and record-keeping
863
864## Renewal-Payment Refunds (special handling)
865
866If you refund a \`MEMBERSHIP_RENEWAL\` line item from an order that included a renewal at event checkout, the system automatically retracts the membership benefits â you don't need to manually flip the status.
867
868How it works:
869
870- The system snapshots the member's previous state (status, dates, auto_renew) when the renewal was applied at checkout
871- On full refund: the snapshot is restored â the member goes back to LAPSED/EXPIRED with their original end date â UNLESS a later renewal already covers the cycle, in which case the snapshot is NOT restored (the later renewal stays in effect)
872- On partial refund: the membership stays active, only \`Payment.refunded_amount\` updates
873
874This works regardless of where the refund was initiated (admin UI, Stripe Dashboard, or auto-refund from the confirm flow). All three paths route through the same retraction service.
875
876Three audit events on these refunds:
877- \`MEMBERSHIP_RENEWAL_REFUNDED\` â admin or webhook-initiated
878- \`MEMBERSHIP_RENEWAL_AUTO_REFUNDED\` â confirm-flow auto refund
879- \`MEMBERSHIP_RENEWAL_AUTO_REFUND_FAILED\` â Stripe error during auto refund
880
881See [Renewal at Event Checkout](/help/paid-renewal-at-event-checkout) for the full lifecycle.
882
883## Mixed-Order Refunds
884

885An order that combines a renewal with an event has TWO Payment rows â one for the event, one for the renewal. They share a single Stripe Charge / PaymentIntent. Refunding the renewal portion via Stripe Dashboard or admin UI does NOT cascade to the event line; refunding the event portion does NOT cascade to the renewal. They're independent in terms of accounting AND consequences.
886
887If you want to refund the entire order, you need to refund both line items separately.`},{id:"10",slug:"creating-invoice-batches",title:"Creating Invoice Batches",category:"invoices",summary:"Generate invoices for multiple members at once.",keywords:["invoice","batch","bulk","create","generate","wizard"],order:1,content:`Invoice batches let you create invoices for many members simultaneously.
888
889## Starting the Batch Wizard
890
8911. Go to **Invoices** in the sidebar
8922. Click **Create Batch**
8933. The batch wizard opens
894
895## Step 1: Select Members
896
897Choose which members to invoice:
898
899### Filter Options
900- **Membership Type** â Invoice only specific types
901- **Status** â Usually Active or Grace members
902- **Expiring Between** â Members expiring in a date range
903- **Custom Filter** â Advanced filtering options
904
905### Preview
906See the count of members who match your filters before proceeding.
907
908## Step 2: Set Invoice Details
909
910Configure the invoices:
911
912- **Amount** â Invoice amount (can default to membership price)
913- **Due Date** â When payment is due
914- **Description** â Line item description
915- **Notes** â Optional notes appearing on invoice
916
917## Step 3: Review and Create
918
919Before creating:
920- Review the total number of invoices
921- Check the total amount
922- Verify a few sample invoices
923
924Click **Create Invoices** to generate the batch.
925
926## What Happens Next
927
928When you create a batch:
929- Individual invoices are created for each member
930- PDF versions are generated
931- Invoices appear in each member's profile
932- Batch is logged for your records
933
934## After Creation
935
936The batch summary shows:
937- Number of invoices created
938- Total amount
939- Options to send emails or download PDFs
940
941Note: Creating invoices doesn't automatically send them. Use the Send function to email invoices to members.`},{id:"11",slug:"sending-invoice-emails",title:"Sending Invoice Emails",category:"invoices",summary:"Email invoices to members individually or in batches.",keywords:["send","email","invoice","notify","deliver"],order:2,content:`After creating invoices, send them to members via email.
942
943## Sending a Batch
944
945After creating an invoice batch:
946
9471. On the batch summary, click **Send Emails**
9482. Review the email template preview
9493. Confirm the send
950
951All members in the batch receive their invoice email with PDF attached.
952
953## Sending Individual Invoices
954
955To send (or resend) a single invoice:
956
9571. Find the invoice in the Invoices list or member profile
9582. Click the **Send** button
9593. Confirm the send
960
961## Forwarding to Different Address
962
963If a member needs their invoice sent elsewhere:
964
9651. Open the invoice
9662. Click **Forward**
9673. Enter the alternate email address
9684. Add an optional message
9695. Send
970
971The invoice is sent to the new address while the record remains on the member's profile.
972
973## Tracking Sent Status
974
975Each invoice shows its email status:
976- **Not sent** â Created but not emailed
977- **Sent** â Email delivered
978- **Opened** â Member opened the email (if tracking enabled)
979
980## Email Template
981
982Invoice emails use the "Invoice" template from the Emails page. Customize it to include:
983- Your society branding
984- Payment instructions
985- Contact information
986
987## Resending Invoices
988
989To resend an invoice:
9901. Open the invoice
9912. Click **Resend**
9923. Confirm
993
994The member receives another copy. Use this for:
995- Members who didn't receive the original
996- Updated invoice information
997- Payment reminders`},{id:"12",slug:"marking-invoices-paid",title:"Marking Invoices Paid",category:"invoices",summary:"Record payment against invoices for offline payments.",keywords:["paid","payment","mark","record","complete","void"],order:3,content:`When members pay outside of the online system, mark their invoices as paid manually.
998
999## When Member Pays Outside System
1000
1001If a member sends a check, wire, or pays another way:
1002
10031. Find their invoice (Invoices list or member profile)
10042. Click **Mark as Paid**
10053. Enter payment details:
1006   - Payment method (Check, Wire, Cash, Other)
1007   - Reference number (check number, transfer ID)
1008   - Payment date
1009   - Notes (optional)
10104. Save
1011
1012## What Happens
1013
1014When you mark an invoice paid:
1015- Invoice status changes to Paid
1016- Payment is recorded in member's history

1017- If it's a renewal invoice, membership extends
1018- Receipt email is sent (if configured)
1019
1020## Partial Payments
1021
1022For partial payments:
1023
10241. Open the invoice
10252. Click **Record Payment**
10263. Enter the partial amount
10274. Save
1028
1029The invoice shows:
1030- Amount paid so far
1031- Remaining balance
1032- Payment history
1033
1034Continue recording payments until the balance is zero.
1035
1036## Voiding Invoices
1037
1038To void an invoice (cancel it):
1039
10401. Open the invoice
10412. Click **Void**
10423. Enter a reason
10434. Confirm
1044
1045Voided invoices:
1046- Are marked as Void (not deleted)
1047- Don't count toward revenue
1048- Remain visible for audit purposes
1049
1050## Common Scenarios
1051
1052**Member overpaid:** Record the actual amount; note the overpayment and apply to next invoice or refund.
1053
1054**Wrong amount invoiced:** Void the incorrect invoice and create a new one with the correct amount.
1055
1056**Member disputes:** Add notes to the invoice documenting the dispute before resolution.`},{id:"13",slug:"customizing-email-templates",title:"Customizing Email Templates",category:"email",summary:"Edit the emails your system sends to members.",keywords:["template","customize","edit","email","merge","variable"],order:1,content:`Customize the automated emails your system sends to match your society's voice.
1057
1058## Available Template Types
1059
1060Your system includes templates for:
1061
1062- **Welcome Email** â Sent when new members are approved
1063- **Payment Confirmation** â After successful payment
1064- **Invoice Email** â When invoices are sent
1065- **Password Reset** â For login recovery
1066- **Magic Link** â Passwordless login link
1067- **Renewal Reminder** â Part of renewal sequence
1068- **Expiry Notice** â When membership expires
1069- **Application Approved/Rejected** â Application decision notifications
1070- **Pending Approval (Member)** â Confirms application receipt to the applicant
1071- **Pending Approval (Admin)** â Notifies admin of a new pending application
1072- **Payment Failed (1/2/3)** â Escalating dunning emails for failed auto-renewals
1073- **Order Confirmation** â Commerce order receipt with line items breakdown
1074
1075## Editing a Template
1076
10771. Go to **Emails** in the sidebar (under the Engagement group)
10782. Click on the template you want to edit
10793. Use the **rich text editor** to modify the subject line and body â the toolbar includes formatting (bold, italic, underline), text alignment, links, and template variable insertion
10804. Toggle **Source Mode** to edit the raw HTML directly for advanced layouts
10815. Preview your changes
10826. Save
1083
1084## Template Variables (Merge Fields)
1085
1086Insert dynamic content using merge fields:
1087
1088| Variable | Inserts |
1089|----------|---------|
1090| \`{{member.firstName}}\` | Member's first name |
1091| \`{{member.lastName}}\` | Member's last name |
1092| \`{{member.email}}\` | Member's email |
1093| \`{{membership.type}}\` | Membership type name |
1094| \`{{membership.expiryDate}}\` | Expiry date |
1095| \`{{society.name}}\` | Your society name |
1096| \`{{invoice.amount}}\` | Invoice amount |
1097| \`{{payment.amount}}\` | Payment amount |
1098| \`{{portal_url}}\` | Member portal login URL |
1099| \`{{magic_link_url}}\` | Magic link login URL (magic link template) |
1100| \`{{reset_url}}\` | Password reset URL (password reset template) |
1101| \`{{update_payment_url}}\` | Update payment method URL (dunning templates) |
1102
1103## Testing Emails
1104
1105Before going live with changes:
1106
11071. Click **Send Test**
11082. Enter your email address
11093. Review the email you receive
11104. Make adjustments if needed
1111
1112## Restoring Defaults
1113
1114If you want to start over:
1115
11161. Open the template
11172. Click **Restore Default** (or **Restore All Defaults** to reset every template at once)
11183. Confirm
1119
1120This resets to the original system template. Your current version is replaced immediately.
1121
1122## Best Practices
1123
1124- Keep subject lines under 50 characters
1125- Use the member's first name for personalization
1126- Include clear calls to action
1127- Test on mobile devices
1128- Proofread carefully`},{id:"14",slug:"renewal-reminder-sequence",title:"Renewal Reminder Sequence",category:"email",summary:"Configure the automated series of renewal reminder emails.",keywords:["renewal","reminder","sequence","automation","drip","touchpoint"],order:2,content:`The renewal sequence automatically reminds members to renew before and after expiry.
1129
1130## How the Sequence Works
1131
1132The system sends a series of emails based on each member's expiry date:
1133- Emails before expiry encourage timely renewal
1134- Emails after expiry (during grace) urge quick action
1135- Final emails target lapsed members for re-engagement
1136
1137## Default 9 Touchpoints
1138
1139| # | Timing | Purpose |
1140|---|--------|---------|
1141| 1 | 60 days before | Early heads-up |
1142| 2 | 30 days before | Renewal reminder |
1143| 3 | 14 days before | Two-week warning |
1144| 4 | 7 days before | One-week warning |
1145| 5 | 1 day before | Final reminder |
1146| 6 | On expiry | Expiry notification |

1147| 7 | 7 days after | Grace period reminder |
1148| 8 | 14 days after | Urgent renewal request |
1149| 9 | 30 days after | Re-engagement attempt |
1150
1151## Editing the Sequence
1152
11531. Go to **Renewals** in the sidebar (under the Engagement group)
11542. Click on any touchpoint to edit
11553. Adjust timing, subject, or content
11564. Enable or disable individual touchpoints
11575. Save changes
1158
1159## Audience Targeting
1160
1161Each touchpoint can target specific audiences:
1162
1163- **All members** â Everyone in the renewal window
1164- **Manual renewal only** â Members without auto-renewal
1165- **Auto-renewal only** â Members with auto-renewal enabled
1166- **Lapsed only** â Members who've passed grace period
1167
1168## Viewing Notification History
1169
1170To see what emails a member has received:
1171
11721. Open their profile
11732. Go to **Communications** tab
11743. View the list of sent notifications
1175
1176This helps you understand where they are in the sequence.
1177
1178## Disabling the Sequence
1179
1180To stop all automated renewals:
11811. Go to **Renewals** in the sidebar
11822. Toggle off **Enable Renewal Sequence**
1183
1184## Restoring Defaults
1185
1186If you've heavily customized the sequence and want to start fresh:
1187
11881. Go to **Renewals** in the sidebar
11892. Click **Restore Defaults** in the top-right
11903. Confirm â this replaces all 9 touchpoints with the original timing and content
1191
1192Individual members can be excluded via their profile settings.`},{id:"44",slug:"pausing-email-automations",title:"Pausing Email Automations (Kill Switch)",category:"email",summary:"Temporarily stop all outgoing emails with the email automation toggle.",keywords:["pause","stop","kill switch","disable","email","automation","emergency","block","circuit breaker","suppression","bounce"],order:3,content:`Instantly pause all automated emails if something goes wrong â a single toggle that blocks every outgoing email.
1193
1194## What It Controls
1195
1196When paused, **all** outgoing emails are blocked:
1197
1198- Welcome emails
1199- Payment receipts
1200- Invoice emails
1201- Renewal reminders (entire sequence)
1202- Dunning notices (payment failed 1/2/3)
1203- Password reset and magic link emails
1204- Application status notifications
1205- Order confirmations
1206
1207## How to Pause Emails
1208
12091. Go to **Settings** in the sidebar
12102. The **Email Automations** card is at the top of the General tab
12113. Toggle the switch **off** to pause all emails
1212
1213When paused:
1214- The card displays an amber warning border
1215- The label changes to "Email automations paused"
1216- A warning message confirms all outgoing emails are blocked
1217
1218## How to Resume
1219
1220Toggle the switch **on** to resume normal email sending. Emails will start flowing immediately.
1221
1222## What Happens to Blocked Emails
1223
1224Emails triggered while paused are logged as **FAILED** with the message "Email sending is paused for this society." They are **not** queued or retried â they are skipped permanently. This means:
1225
1226- Renewal reminders skipped during pause won't be re-sent (the cron moves past them)
1227- Welcome emails for members approved during pause are lost
1228- Password resets and magic links will fail â members will need to request again after resuming
1229
1230## When to Use It
1231
1232- You discover a template has wrong content going out to members
1233- SES is having deliverability issues and you want to stop accumulating failures
1234- You're doing bulk data operations and don't want triggered emails
1235- Testing or debugging email issues in production
1236
1237## Important Notes
1238
1239- This is a **per-society** setting â it only affects the society you're configuring
1240- The toggle saves immediately (no separate Save button needed)
1241- The renewal sequence cron skips paused societies entirely â no notifications are logged
1242- Test emails from the template editor are also blocked when paused
1243
1244## Hourly Send Cap (Circuit Breaker)
1245
1246As an additional safety net, the system enforces an hourly send cap of **200 emails per society per hour**. If a runaway process or misconfiguration tries to blast emails, the cap blocks further sends for the remainder of the hour. Blocked emails are logged as FAILED with an "hourly email send cap" message. The email health monitor checks for cap hits every 5 minutes.
1247
1248## Email Suppression List
1249
1250The system automatically suppresses emails to addresses that hard-bounce or file spam complaints. Suppressed addresses are blocked from receiving any future emails. You can view and manage the suppression list from **Emails > Suppression List**. See the **Email Logs & Suppression List** article for details.`},{id:"15",slug:"managing-events",title:"Managing Events",category:"commerce",summary:"Create events with pricing tiers and manage registrations.",ke

1250ywords:["event","registration","ticket","pricing","early bird","conference"],order:1,content:`Create and manage events with flexible pricing and registration.
1251
1252## Creating an Event
1253
12541. Go to **Events** in the sidebar (under the Commerce group)
12552. Click **Create Event**
12563. Fill in event details:
1257   - **Name** â Event title
1258   - **Description** â Full event description (markdown supported)
1259   - **Date/Time** â When the event occurs
1260   - **Location** â Venue or "Online" for virtual events
1261   - **Event Website URL** â Link to the event's meeting page (optional, shown in the portal dashboard widget)
1262   - **Capacity** â Maximum registrations (optional)
1263
1264## Setting Up Pricing Tiers
1265
1266Events can have multiple price points:
1267
1268### Early Bird Pricing
1269- Lower price for early registrants
1270- Set start and end dates for the early bird window
1271- Automatically switches to regular pricing
1272
1273### Member Pricing
1274- Special rate for society members
1275- System verifies membership at checkout
1276- Encourages membership signups
1277
1278### Regular Pricing
1279- Standard price for non-members
1280- Available throughout registration period
1281
1282## Example Pricing Setup
1283
1284| Tier | Price | Availability |
1285|------|-------|--------------|
1286| Early Bird | $50 | Until March 1 |
1287| Member | $75 | March 1 - Event |
1288| Regular | $100 | March 1 - Event |
1289
1290## Per-Role Non-Member Pricing
1291
1292If you want to charge different rates by professional role (e.g., Resident < Physician), use the per-role price matrix. See [Per-Role Non-Member Event Pricing](/help/per-role-non-member-event-pricing) for the full setup.
1293
1294## Child Events (Add-Ons)
1295
1296Events can have child events (workshops, breakouts, optional dinners) that members register for as add-ons during the main event flow:
1297
12981. Create the parent event first
12992. Create each child with **Parent Event** set to the parent's ID
13003. Each child has its own price, capacity, registration form, and child-event roles
13014. In the portal, members see children as checkboxes on the main event's registration wizard
1302
1303Children with their own \`external_registration_url\` (legacy URL-only events) bypass the wizard and link out directly.
1304
1305## Registration Form Fields
1306
1307Each event can attach a registration form built from your society's field library. See [Event Form Field Configuration](/help/event-form-field-configuration) for the field-library setup, sync-to-event-app controls, and the "Hidden in portal" warning chip.
1308
1309## Free Membership Offer
1310
1311To use the event as a member-recruitment tool, enable the free-membership offer in the event's edit page. See [Free Membership Offer at Event Registration](/help/free-membership-offer-at-events).
1312
1313## Renewal at Event Checkout
1314
1315If your society has *Renewal at event checkout* enabled, LAPSED/EXPIRED members registering for the event see a renewal panel and can pay dues alongside their event registration. See [Renewal at Event Checkout](/help/paid-renewal-at-event-checkout).
1316
1317## Publishing Your Event
1318
1319Events have two states:
1320
1321- **Draft** â Only visible to admins, not on public site
1322- **Published** â Live and accepting registrations
1323
1324Click **Publish** when ready to go live.
1325
1326## Managing Registrations
1327
1328Click **Registration quickview** on the event page to:
1329
1330- See who's registered
1331- Check payment status
1332- Export attendee list
1333- Send emails to registrants
1334
1335For registration pace, revenue, refunds, and per-child breakdowns, click the event's **name** to open its [Event dashboard](/help/event-dashboard).
1336
1337## Event Check-In
1338
1339On the event day:
1340- Open Registration quickview from mobile
1341- Mark attendees as checked in
1342- Track attendance in real-time
1343
1344## Event-App Integration
1345
1346If you use an event app:
1347- Sync registrations automatically
1348- Push updates to attendees
1349- Integration status shown on event page
1350
1351## Portal Dashboard Widget
1352
1353Upcoming events automatically appear on the member portal dashboard:
1354- Shows up to 3 upcoming events with registration status
1355- Registered members can open the event app directly (auto-logged in via SSO)
1356- Unregistered members see a "Register Now" link
1357- Events with a website URL show a "Meeting Page" link
1358- Event location links to Google Maps`},{id:"16",slug:"managing-products",title:"Managing Products",category:"commerce",summary:"Create and sell products through the member portal.",keywords:["product","shop","store","inventory","merchandise","sell"],order:2,content:`Sell merchandise, publications, and other items to your members and visitors.
1359
1360## Creating a Product
1361
13621. Go to **Products** in the sidebar (under the Commerce group)
13632. Click **Add Product**
13643. Fill in the details:
1365   - **Name** â Product title
1366   - **Description** â What the product is (optional)
1367   - **Price** â Cost in dollars
1368   - **Inventory** â Number in stock (leave blank for unlimited)
1369   - **Image URL** â Link to a product image (optional)
1370   - **Active** â Toggle to show or hide from the portal
1371
1372## Inventory Tracking
1373
1374- If you set an inventory count, the system tracks stock automatically
1375- When stock reaches zero, the product becomes unavailable for purchase
1376- Leave inventory blank for items with unlimited availability (e.g., digital goods, subscriptions)
1377
1378## Display Order
1379
1380Use the **Display Order** field to control how products appear in the portal shop. Lower numbers appear first.
1381
1382## Editing and Deleting
1383
1384- Click the **Edit** icon on any product to update details or pricing
1385- Click **Delete** to permanently remove a product
1386- Toggle the **Active** switch to temporarily hide a product without deleting it
1387
1388## Member Purchases
1389
1390Members buy products through the portal shop. Products are added to the cart and purchased together with events or donations in a single checkout.`},{id:"17",slug:"running-donation-campaigns",title:"Running Donation Campaigns",category:"commerce",summary:"Set up donation campaigns with optional fundraising goals.",keywords:["donation","campaign","fundraise","giving","contribute","goal"],order:3,content:`Create campaigns to accept donations from your members and supporters.
1391
1392## Creating a Campaign
1393
13941. Go to **Donations** in the sidebar (under the Commerce group)
13952. Click **Create Campaign**
13963. Fill in:
1397   - **Name** â Campaign title (e.g., "Annual Fund", "Building Renovation")

1398   - **Description** â What the donations support (optional)
1399   - **Goal Amount** â Optional fundraising target
1400   - **Active** â Toggle to accept or stop donations
1401
1402## Goal Tracking
1403
1404If you set a goal amount:
1405- Progress is tracked automatically as donations come in
1406- Members can see how close the campaign is to its goal
1407- Reaching the goal does not automatically close the campaign â donations continue unless you deactivate it
1408
1409## Managing Campaigns
1410
1411- **Edit** any campaign to update its name, description, or goal
1412- **Deactivate** a campaign to stop accepting donations (existing donations are preserved)
1413- **Delete** removes the campaign permanently
1414
1415## How Members Donate
1416
1417Members donate through the portal:
14181. They browse active campaigns on the Donations page
14192. Choose a campaign and enter a custom amount
14203. Add the donation to their cart
14214. Complete checkout (can combine with event registrations and product purchases)
1422
1423## Viewing Donations
1424
1425All donations appear as orders. Go to **Orders** in the sidebar to see donation line items, amounts, and donor details.`},{id:"18",slug:"viewing-orders",title:"Viewing & Managing Orders",category:"commerce",summary:"Track commerce orders for events, products, and donations.",ke

1425ywords:["order","purchase","transaction","checkout","receipt"],order:4,content:`The Orders page gives you a centralized view of all commerce transactions.
1426
1427## Accessing Orders
1428
1429Go to **Orders** in the sidebar (under the Finance group).
1430
1431## Order Information
1432
1433Each order shows:
1434- **Order Number** â Unique identifier
1435- **Member/Guest** â Who placed the order
1436- **Date** â When the order was placed
1437- **Total** â Order amount
1438- **Status** â Pending, Paid, Refunded, or Failed
1439- **Line Items** â Events, products, and/or donations in the order
1440
1441## Filtering Orders
1442
1443Use the search and filter controls to find specific orders:
1444- Search by member name or email
1445- Filter by status (Paid, Pending, etc.)
1446
1447## Order Details
1448
1449Click any order to see the full breakdown:
1450- Individual line items with type (event, product, donation)
1451- Payment method and Stripe reference
1452- Member contact information
1453
1454## Order Statuses
1455
1456| Status | Meaning |
1457|--------|---------|
1458| Pending | Payment not yet confirmed |
1459| Paid | Payment successful |
1460| Refunded | Payment was refunded |
1461| Failed | Payment attempt failed |
1462
1463## Notes
1464
1465- Orders are created automatically during portal checkout
1466- Each order can contain a mix of events, products, and donations
1467- One Stripe payment is collected per order, but individual Payment records are created per line item`},{id:"19",slug:"managing-committees",title:"Managing Committees",category:"engagement",summary:"Create committees, assign members with roles, and manage open positions.",keywords:["committee","board","group","role","chair","opening","application","position"],order:1,content:`Organize your society's committees, assign members to roles, and recruit through open positions.
1468
1469## Creating a Committee
1470
14711. Go to **Committees** in the sidebar (under the Members group)
14722. Click **Create Committee**
14733. Fill in:
1474   - **Name** â Committee name (e.g., "Finance Committee", "Events Board")
1475   - **Description** â Purpose of the committee (optional)
14764. Save to create
1477
1478## Adding Members to a Committee
1479
14801. Select a committee from the list
14812. Go to the **Members** tab
14823. Click **Add Member**
14834. Search for and select a society member
14845. Assign a role:
1485   - **Chair** â Committee leader
1486   - **Vice Chair** â Deputy leader
1487   - **Secretary** â Meeting notes and communications
1488   - **Treasurer** â Financial oversight
1489   - **Member** â General committee member
14906. Save
1491
1492You can change a member's role or remove them at any time.
1493
1494## Creating Open Positions (Openings)
1495
1496Advertise committee vacancies so members can apply:
1497
14981. Select a committee
14992. Go to the **Openings** tab
15003. Click **Create Opening**
15014. Fill in:
1502   - **Title** â Position title (e.g., "Treasurer Position")
1503   - **Description** â What the role involves
1504   - **Role** â The committee role being offered
15055. Save â the opening is now visible to portal members
1506
1507## Reviewing Applications
1508
1509When members apply for an opening:
1510
15111. Click the opening to see its applications
15122. Each application shows the member's name, email, and optional message
15133. **Accept** â The member is automatically added to the committee with the opening's role
15144. **Reject** â The application is marked as rejected
1515
1516## Closing an Opening
1517
1518To stop accepting applications, click **Close** on the opening. Closed openings are no longer visible in the member portal.
1519
1520## All Openings View
1521
1522When no committee is selected, the page shows a summary of all open positions across every committee, with application counts.
1523
1524## Portal View
1525
1526Members see committees on their portal Committees page:
1527- View all active committees and their member counts
1528- See open positions and apply with an optional message
1529- Track their application status (pending, accepted, rejected)
1530- Withdraw pending applications`},{id:"20",slug:"creating-polls",title:"Creating & Managing Polls",category:"engagement",summary:"Create surveys with multiple question types and view results.",keywords:["poll","survey","vote","question","feedback","results","rating"],order:2,content:`Gather member feedback with polls that support multiple question types.
1531
1532## Creating a Poll
1533
15341. Go to **Polls** in the sidebar (under the Engagement group)
15352. Click **Create Poll**
15363. Fill in the poll details:
1537   - **Title** â Poll name
1538   - **Description** â What the poll is about (optional)
1539   - **Anonymous** â Toggle on to hide respondent identities in results

1540   - **Show Results** â Allow members to see results after responding
1541   - **Opens At / Closes At** â Optional scheduling (leave blank for manual control)
1542
1543## Adding Questions
1544
1545Each poll needs at least one question. Available question types:
1546
1547| Type | Description |
1548|------|-------------|
1549| Free Text | Open-ended text response |
1550| Rating (1-5) | Star or numeric rating |
1551| Single Choice | Select one option from a list |
1552| Multiple Choice | Select multiple options from a list |
1553| Scale | Numeric scale response |
1554
1555For choice questions, add the answer options members can pick from. You can reorder questions by dragging.
1556
1557## Poll Lifecycle
1558
1559Polls go through three stages:
1560
15611. **Draft** â Being configured, not visible to members
15622. **Published** â Live and accepting responses
15633. **Closed** â No longer accepting responses, results preserved
1564
1565## Publishing a Poll
1566
1567Click **Publish** to make a poll available to members. Published polls appear on the member portal dashboard and committees page.
1568
1569## Viewing Results
1570
1571Click the **Results** button on any poll to see:
1572- Response count
1573- Per-question aggregated results
1574- Charts for choice and rating questions
1575- Individual text responses
1576
1577You can **export results** to CSV for further analysis.
1578
1579## Anonymous Polls
1580
1581When anonymous mode is enabled:
1582- Members must still log in to respond (preventing duplicates)
1583- Results show aggregated data without identifying who answered what
1584- Admin can see response counts but not individual identities`},{id:"21",slug:"making-announcements",title:"Making Announcements",category:"engagement",summary:"Post announcements to the member portal dashboard.",keywords:["announcement","notice","news","broadcast","portal","message"],order:3,content:`Share news and updates with your members through portal announcements.
1585
1586## Creating an Announcement
1587
15881. Go to **Announcements** in the sidebar (under the Engagement group)
15892. Click **Create Announcement**
15903. Fill in:
1591   - **Title** â Announcement headline
1592   - **Content** â Full announcement text (optional, for longer messages)
1593   - **Priority** â Higher numbers appear first (use 0 for normal priority)
1594   - **Active** â Toggle to show or hide
1595   - **Expires At** â Optional expiration date/time
1596
1597## Where Announcements Appear
1598
1599Active announcements display on the member portal dashboard. Members see them when they log in, so announcements are a great way to communicate important updates.
1600
1601## Managing Announcements
1602
1603- **Edit** any announcement to update its content
1604- **Toggle active** to quickly show or hide an announcement without deleting it
1605- **Delete** to permanently remove an announcement
1606- Set an **expiration date** for time-sensitive announcements â they'll automatically stop displaying after that date
1607
1608## Priority
1609
1610Use priority to control the order of multiple announcements:
1611- Priority 0 is the default (normal)
1612- Higher priority announcements appear first
1613- Announcements with the same priority are shown newest first
1614
1615## Best Practices
1616
1617- Keep titles short and clear
1618- Use content for longer explanations
1619- Set expiration dates for event-related or deadline-based announcements
1620- Use priority for urgent notices that need to be seen first`},{id:"22",slug:"generating-reports",title:"Generating Reports",category:"settings",summary:"View revenue, membership, retention, and expiration reports.",keywords:["report","analytics","revenue","statistics","retention","chart","data"],order:1,content:`The Reports page provides analytics about your society's financial and membership health.
1621
1622## Accessing Reports
1623
1624Go to **Reports** in the sidebar (under the Admin group).
1625
1626## Date Range
1627
1628Select a time period for your reports:
1629- **This Month** â Current calendar month
1630- **Last Month** â Previous calendar month
1631- **This Quarter** â Current quarter to date
1632- **Year to Date** â January 1 through today
1633- **Last Year** â Full previous year
1634- **Custom** â Pick specific start and end dates
1635
1636## Available Reports
1637
1638### Revenue Report
1639- Total revenue for the period
1640- Revenue broken down by payment method
1641- Monthly revenue trend chart
1642- Comparison with previous period
1643
1644### Membership Report
1645- Total active members

1646- New members joined during the period
1647- Members by membership type (pie chart)
1648- Membership growth trend
1649
1650### Retention Report
1651- Renewal rate for the period
1652- Members who renewed vs. lapsed
1653- Retention by membership type
1654
1655### Expiration Forecast
1656- Members expiring in the next 30, 60, and 90 days
1657- Breakdown by membership type
1658- Helps plan renewal outreach
1659
1660## Exporting Data
1661
1662Use the export button to download report data as CSV for further analysis in a spreadsheet.`},{id:"23",slug:"managing-admin-users",title:"Managing Admin Users",category:"settings",summary:"Add and manage admin user accounts and roles.",keywords:["user","admin","role","account","permission","access","staff"],order:2,content:`Control who has access to the admin panel by managing user accounts.
1663
1664## Accessing User Management
1665
1666Go to **Users** in the sidebar (under the Admin group).
1667
1668## Adding a User
1669
16701. Click **Add User**
16712. Fill in:
1672   - **Email** â Their login email address
1673   - **Name** â Full name
1674   - **Password** â Initial password
1675   - **Role** â Their access level
16763. Save
1677
1678The new user can immediately log in with the provided credentials.
1679
1680## User Roles
1681
1682| Role | Access |
1683|------|--------|
1684| Admin | Full access to all society features |
1685| Super Admin | All admin access plus platform-level management |
1686
1687## Editing Users
1688
1689Click any user in the list to edit their:
1690- Name
1691- Email
1692- Role
1693- Password (reset)
1694
1695## Filtering
1696
1697Use the search bar to find users by name or email, or filter by role.
1698
1699## Security Notes
1700
1701- Each admin should have their own account (don't share credentials)
1702- Use strong passwords
1703- Review user access periodically and remove accounts for departed staff`},{id:"24",slug:"using-the-audit-log",title:"Using the Audit Log",category:"settings",summary:"Track all system activity and changes for accountability.",keywords:["audit","log","activity","history","track","change","security"],order:3,content:`The Audit Log records every significant action taken in the system.
1704
1705## Accessing the Audit Log
1706
1707Go to **Audit log** in the sidebar (under the Admin group).
1708
1709## What's Logged
1710
1711The audit log tracks:
1712- Member creates, updates, and status changes
1713- Payment processing and recording
1714- Invoice creation and sending
1715- Email sends
1716- Login attempts (admin and portal)
1717- Settings changes
1718- User account changes
1719- Payment method updates
1720- Committee changes
1721
1722## Log Entry Details
1723
1724Each entry shows:
1725- **Action** â What was done (e.g., "Member Created", "Payment Recorded")
1726- **User** â Who performed the action
1727- **Resource** â What was affected
1728- **Timestamp** â When it happened
1729- **Details** â Expanded view with additional data
1730
1731Click any entry to expand and see the full details including before/after values where applicable.
1732
1733## Filtering
1734
1735Narrow down the log using:
1736- **Action Type** â Filter by specific action (e.g., only payment actions)
1737- **Resource Type** â Filter by what was affected (members, payments, etc.)
1738- **Date Range** â Limit to a specific time period
1739
1740## When to Use the Audit Log
1741
1742- **Investigating issues** â See exactly what happened and when
1743- **Accountability** â Know which admin made a change
1744- **Security** â Detect unauthorized access or suspicious activity
1745- **Compliance** â Maintain a record of all data changes`},{id:"25",slug:"importing-exporting-members",title:"Importing & Exporting Members",category:"settings",summary:"Import members from CSV files and export data for external use.",keywords:["import","export","csv","upload","download","migrate","data","bulk","memberclicks","template"],order:4,content:`Transfer member data in and out of the system using CSV files.
1746
1747## Accessing Import/Export
1748
1749Go to **Import/export** in the sidebar (under the Admin group).
1750
1751## Importing Members
1752
1753### Step 1: Upload CSV
1754
17551. Switch to the **Import** tab
17562. Select a CSV file from your computer
17573. Choose whether to **update existing members** (matched by email)
17584. Click **Preview** to validate the file
1759
1760### Step 2: Preview & Configure
1761
1762The preview shows:
1763- How many new members will be created
1764- How many existing members will be updated (if enabled)
1765- Any validation errors or warnings
1766- A sample of the data
1767
1768Configure import options:
1769- **Default Membership Type** â Applied to members without a type specified
1770- **Default Status** â Starting status for new members (typically Active)
1771- **Send Welcome Emails** â Notify new members of their account
1772
1773### Step 3: Execute Import
1774
1775Review the summary and click **Import** to process. The results show:
1776- Number of members created
1777- Number updated
1778- Any errors encountered
1779
1780### CSV Format
1781
1782Your CSV should include columns for:
1783- \`email\` (required)
1784- \`first_name\`, \`last_name\`
1785- \`phone\`, \`address\`, \`city\`, \`state\`, \`county\`, \`zip\`
1786- \`company\`
1787- \`membership_type\` (name)
1788- \`status\`
1789- \`start_date\`, \`expiry_date\`
1790
1791If \`county\` is not provided in the CSV, it will be auto-filled from the member's postal code using a built-in ZIP-to-county lookup.
1792
1793## Exporting Data
1794
1795Switch to the **Export** tab:
1796
1797### Export Members
1798Download your full member list as CSV, including:
1799- Contact information
1800- Membership type and status
1801- Dates (joined, expiry)
1802- Custom fields
1803
1804### Export Payments
1805Download payment records as CSV for accounting purposes.
1806
1807## MemberClicks Import
1808
1809If your society previously used MemberClicks, you can import members directly from the MemberClicks API instead of CSV. See the **MemberClicks Integration** article for full setup and import instructions.
1810
1811## Export Templates
1812
1813Save frequently-used export configurations as templates:
1814
18151. On the **Export** tab, configure your column selection and filters
18162. Click **Save as Template** and give it a name
18173. Next time, select a saved template from the dropdown to instantly apply the same settings
18184. Templates can be renamed or deleted from the dropdown menu
1819
1820## Tips
1821
1822- Always preview before importing to catch errors
1823- Back up your data by exporting before making bulk changes
1824- Use export for mail merges, external analysis, or migration to other systems`},{id:"26",slug:"configuring-society-settings",title:"Configuring Society Settings",category:"settings",summary:"Set up Stripe payments, Mailchimp, MailerLite, MemberClicks, Event App, email provider, dues cycle, and branding.",keywords:["settings","configure","stripe","mailchimp","mailerlite","memberclicks","event app","email provider","ses","logo","favicon","icon","brand","color","integration","dues","cycle","anniversary","calendar","connect","disconnect"],order:5,content:`The Settings page is where you configure your society's integrations and branding.
1825
1826## Accessing Settings
1827
1828Go to **Settings** in the sidebar (under the Admin group).
1829
1830## Dues Cycle (Platform Admin)
1831
1832The dues cycle determines when memberships expire. This is configured by platform admins in the society edit form.
1833
1834**Calendar Year** (default): All members expire on the same date. Set the start month and day â memberships expire on the last day of the month before the start month. Example: start month October â all memberships expire September 30.
1835

1836**Anniversary**: Each member's membership expires exactly 1 year from their join or renewal date. Early renewals extend from the current end date (no lost days). Lapsed renewals start fresh from today.
1837
1838The grace period setting applies to both modes.
1839
1840## Integrations
1841
1842Integrations can be configured from **Settings** (society admins) or from the **Integrations** tab in **Platform > Societies > [Society] > Settings** (platform admins). The platform view shows every integration as a card with connect and disconnect actions; feature switches (Commerce, Mailchimp, MailerLiteâ¦) are on its **Features** tab, next to what each one needs.
1843
1844### Stripe (Payments)
1845
1846Connect Stripe to accept online payments:
1847
1848- **Settings page:** Enter your Publishable Key, Secret Key, and (optional) Webhook Secret â Save Keys â Test Connection
1849- **Platform Admin:** Click **Connect** on the Stripe card â enter credentials â the system tests automatically
1850
1851Once connected, members can pay online for memberships, events, products, and donations. Without Stripe, you can still record manual payments.
1852
1853To disconnect: use the **â¯** menu on the Stripe card â Disconnect. This clears all stored keys.
1854
1855### Mailchimp (Email Marketing)
1856
1857Sync your member list with Mailchimp:
1858
1859- **Settings page:** Enter your API Key and Server Prefix â Save & Test â select an audience
1860- **Platform Admin:** Click **Connect** on the Mailchimp card â enter credentials â the system tests and shows audiences â select one
1861
1862When connected, member data syncs to your selected Mailchimp audience.
1863
1864To disconnect: use the **â¯** menu on the Mailchimp card â Disconnect.
1865
1866### Event App
1867
1868Connect to an event-app instance to import events and push attendees:
1869
1870- **Platform Admin only:** Click **Connect** on the Event App card â enter the Base URL and Import API Key â Connect
1871
1872Once connected, you can import events from the event app, attendees are pushed automatically after event payment, and members get SSO access to the event app from their portal.
1873
1874To disconnect: use the **â¯** menu on the Event App card â Disconnect.
1875
1876### MailerLite (Email Marketing)
1877
1878Sync your member list with MailerLite as an alternative to Mailchimp:
1879
1880- **Settings page:** Enter your MailerLite API Key â Save & Test â select a subscriber group
1881- **Platform Admin:** Click **Connect** on the MailerLite card â enter credentials â select a group
1882
1883When connected, member data syncs to your selected MailerLite group. Only one email marketing integration (Mailchimp or MailerLite) can be active at a time.
1884
1885To disconnect: use the **â¯** menu on the MailerLite card â Disconnect.
1886
1887### MemberClicks (Data Import)
1888
1889Import members from a MemberClicks account:
1890
1891- **Platform Admin only:** Click **Connect** on the MemberClicks card â enter your Org ID, Client ID, and Client Secret â Connect
1892
1893Once connected, go to the **MemberClicks Import** page to map fields, configure type/status mappings, and run imports. See the **MemberClicks Integration** article for detailed instructions.
1894
1895To disconnect: use the **â¯** menu on the MemberClicks card â Disconnect.
1896
1897### Email Provider (AWS SES)
1898
1899Configure your email sending credentials:
1900
1901- **Settings page:** Enter your AWS SES Region, Access Key ID, Secret Access Key, From Email, and From Name â Save & Test
1902- **Platform Admin:** Click **Connect** on the Email Provider card â enter credentials
1903
1904The system validates the connection by sending a test email. Without a configured email provider, no automated emails will be sent.
1905
1906## Branding
1907
1908Customize your society's appearance:
1909
1910### Logo
1911- Upload your society logo (PNG, JPEG, or WebP â recommended 200x200px)
1912- Drag and drop or click to browse
1913- The logo appears in emails and the member portal
1914- Click the delete button to remove the current logo
1915
1916### Favicon / Browser Icon
1917- Upload a square image (PNG, JPEG, or WebP â at least 192x192px)
1918- Drag and drop or click to browse
1919- Replaces the default browser tab icon and mobile homescreen icon with your society's brand
1920- The favicon updates instantly across all admin and portal pages
1921- Click the delete button to revert to the default icon
1922
1923### Primary Color
1924- Set your society's brand color using the color picker
1925- This color is applied to the member portal (buttons, header, links)
1926- Click **Save Color** to apply
1927
1928## Email Automations (Kill Switch)
1929
1930The **Email Automations** card at the top of the General tab lets you instantly pause all outgoing emails. When toggled off, every automated email (renewals, receipts, welcome, dunning, etc.) is blocked. Emails triggered while paused are logged as FAILED and are not retried. Toggle back on to resume. See the **Pausing Email Automations** article for full details.
1931
1932## Invoice Settings
1933
1934Configure invoice-specific settings like:

1935- **Check Payable To** â Name that appears on invoices for check payments
1936
1937These settings are configured in the platform admin under your society's configuration.
1938
1939## Demo Data
1940
1941Load sample data to preview how the dashboard and reports look with real content:
1942
19431. On the Settings page, open the **API & demo data** tab and find the **Demo Data** card
19442. Click **Load Demo Data** â this creates ~200 sample members with payments, events, polls, committees, and announcements
19453. Visit the **Dashboard** to see all widgets populated with realistic data
19464. When you're done, click **Clear Demo Data** from the amber banner on the Dashboard (or from Settings)
1947
1948Demo data uses \`[email protected]\` emails and \`[Demo]\` prefixed names, so it never conflicts with real data. Clearing removes everything permanently. Loading demo data is only available before a society has real member data â once real members exist, the option is disabled.`},{id:"27",slug:"loading-demo-data",title:"Loading Demo Data",category:"getting-started",summary:"Populate your dashboard with sample members, payments, and events for demos.",keywords:["demo","sample","test","seed","data","preview","dashboard","widgets"],order:3,content:`Load realistic sample data to see how the dashboard looks with active members, payments, and engagement features.
1949
1950## Loading Demo Data
1951
19521. Go to **Settings** (under the Admin group in the sidebar)
19532. Find the **Demo Data** card
19543. Click **Load Demo Data**
1955
1956This creates approximately:
1957- **200 members** â distributed across Active, Grace, Lapsed, Expired, and Pending statuses with realistic names, cities, and membership dates spanning 1-5 years
1958- **Payments** â initial and renewal payments spread across the current and previous year, with ~3% failed payments for realism
1959- **Invoices** â linked to each successful payment (using DEMO- prefix numbers)
1960- **5 events** â mix of upcoming and past events with registrations from ~70 members
1961- **3 polls** â with questions and 40-80 responses each
1962- **3 committees** â with members, roles, open positions, and applications
1963- **3 announcements** â sample portal announcements
1964- **2 donation campaigns** â with goal amounts
1965
1966## Viewing Demo Data
1967
1968After loading, visit the **Dashboard** to see all widgets populated:
1969- Stats cards with year-over-year comparisons
1970- Revenue pacing chart with monthly trends
1971- Renewal progress ring
1972- Membership matrix by type and status
1973- Expiring members list
1974
1975An **amber banner** appears at the top of the Dashboard whenever demo data is active, showing counts and a Clear button.
1976
1977## Clearing Demo Data
1978
1979You can clear demo data from two places:
1980- The **amber banner** at the top of the Dashboard
1981- The **Demo Data** card on the Settings page's **API & demo data** tab
1982
1983Clicking **Clear Demo Data** shows a confirmation dialog. Once confirmed, all demo records are permanently deleted. Real data is never affected.
1984
1985## What Demo Data Does NOT Include
1986
1987- No Stripe payment intents (payments are recorded without Stripe)
1988- No emails are sent
1989- No real invoice counter incrementing (uses DEMO- prefix)
1990- No event-app pushes
1991
1992## How Demo Data Is Identified
1993
1994- Members: \`[email protected]\` through \`[email protected]\`
1995- Events, polls, committees, announcements, and campaigns: names prefixed with \`[Demo]\`
1996- Invoices: numbered \`DEMO-YYYY-NNNN\`
1997
1998This means demo data never interferes with real members or records.`},{id:"38",slug:"guided-product-tour",title:"Guided Product Tour",category:"getting-started",summary:"Take a step-by-step tour highlighting key features of your dashboard.",keywords:["tour","guided","walkthrough","onboarding","tutorial","first time","getting started","help"],order:4,content:`A guided tooltip tour walks you through the key features of your admin dashboard the first time you log in. The member portal has its own tour for members.
1999
2000## How It Works
2001
2002On your first visit to the admin dashboard, a welcome dialog asks if you'd like a quick tour. Click **Start tour** to begin, or **Skip** to dismiss it.
2003
2004The tour highlights one element at a time with a spotlight overlay and a tooltip explaining what it does. Use **Next** to advance, **Back** to revisit a step, or **Skip** to end early. You can also use keyboard shortcuts: **Arrow Right** or **Enter** to advance, **Arrow Left** to go back, and **Escape** to close.
2005
2006## Admin Tour Steps
2007

2008The admin tour covers:
2009
20101. **Dashboard Overview** â stats cards showing members, revenue, and expirations
20112. **Sidebar Navigation** â accessing Members, Finance, Commerce, Engagement, and Admin sections
20123. **Quick Member Search** â searching by name or email from the header
20134. **Society Switcher** â switching between societies (super admins only)
20145. **Members** â the member list for viewing and managing members
20156. **Settings** â society configuration, Stripe, emails, and integrations
20167. **Events & Commerce** â events, products, and donations (when commerce is enabled)
2017
2018Desktop-only elements (sidebar, search, switcher) are automatically skipped on mobile.
2019
2020## Member Portal Tour
2021
2022Portal members also see a tour on their first visit. It walks through:
2023
20241. **Membership Hub** â welcome banner and status
20252. **Stats Row** â tenure, renewal countdown, and streak
20263. **Navigation & Account Menu** â top menu and account dropdown (desktop)
20274. **News & Polls** â announcements and voting
20285. **Upcoming Events** â browsing and registering for events
20296. **Membership Details** â type, dates, and auto-renew toggle
20307. **Donations** â supporting active campaigns
20318. **Quick Actions** â profile, payments, invoices, and subscription links
2032
2033Members can retrigger the tour from **My Account â Take a Tour** in the portal header.
2034
2035## Retaking the Tour
2036
2037### Admin
2038Click the **Take a Tour** button in the top-right corner of this Help Center page. You'll be redirected to the dashboard where the tour will start again.
2039
2040### Portal Members
2041Open the **My Account** dropdown (or the mobile menu) and click **Take a Tour**.
2042
2043## Technical Details
2044
2045- Tour completion is stored in your browser's localStorage â clearing browser data will re-trigger the tour
2046- Steps targeting elements that aren't visible (e.g., commerce features when disabled) are automatically skipped
2047- The tour never appears in Platform Admin mode`},{id:"32",slug:"feature-module-toggles",title:"Enabling & Disabling Feature Modules",category:"settings",summary:"Turn on or off Commerce, Committees, Mailchimp, and MailerLite modules per society.",keywords:["module","feature","toggle","enable","disable","commerce","committee","mailchimp","mailerlite","hide"],order:6,content:`Feature modules let platform admins enable or disable entire feature areas per society.
2048
2049## Available Modules
2050
2051| Module | What It Controls |
2052|--------|-----------------|
2053| **Commerce** | Events, Products, Donations, Orders â both admin pages and portal shopping |
2054| **Committees** | Committee management, openings, and applications |
2055| **Mailchimp** | Mailchimp integration and sync configuration |
2056| **MailerLite** | MailerLite integration and sync configuration |
2057
2058## Toggling Modules
2059
20601. Go to **Platform > Societies > [Society] > Settings**
20612. Open the **Features** tab. Each feature shows what it needs (for example, Commerce needs Stripe) and links to where to set it up
20623. Toggle each feature on or off
20634. Click **Save changes**
2064
2065## What Happens When a Module Is Off
2066
2067- **Admin sidebar:** Related navigation items are hidden
2068- **Admin pages:** Visiting a disabled module's URL redirects to the dashboard
2069- **Portal:** Related widgets, pages, and navigation items are hidden
2070- **Settings:** Module-specific configuration sections are hidden (e.g., Mailchimp settings)
2071- **Data:** Existing data is preserved â nothing is deleted. Tur

2071ning a module back on restores everything
2072
2073## Default State
2074
2075All modules default to **enabled** for backward compatibility. New societies should have modules explicitly configured based on the customer's needs.
2076
2077## Use Cases
2078
2079- **Simple societies** that only need membership management can disable Commerce and Committees
2080- **Trial accounts** can start with basic features and enable Commerce later
2081- **Societies without email marketing** can disable Mailchimp to declutter the admin UI`},{id:"33",slug:"saving-payment-methods",title:"Saved Payment Methods",category:"payments",summary:"How members save cards for one-click checkout on future purchases.",keywords:["card","saved","payment method","one-click","checkout","update card","stripe"],order:5,content:`Members can save a payment card for faster checkout on future purchases.
2082
2083## How Members Save a Card
2084
20851. Member logs in to the **portal**
20862. Goes to **My Account** or clicks **Update Payment Method**
20873. Enters card details via the secure Stripe form
20884. Clicks **Save**
2089
2090The card is securely stored by Stripe â your system only sees the brand, last 4 digits, and expiry.
2091
2092## One-Click Checkout
2093
2094When a member with a saved card goes to checkout:
2095
20961. Their saved card is shown (e.g., "Visa ending in 4242, expires 12/28")
20972. They can click **Pay with Saved Card** for instant payment
20983. Or choose **Use a Different Card** to enter new details
2099
2100This works for events, products, donations, and membership renewals.
2101
2102## Auto-Renewal
2103
2104Saved cards are also used for auto-renewal:
2105- When a member enables auto-renewal, their saved card is charged automatically before expiry
2106- If the card fails, the dunning process kicks in with 3 retry attempts
2107
2108## Updating a Card
2109
2110Members can update their saved card at any time:
21111. Go to **My Account** in the portal
21122. Click **Update Payment Method**
21133. Enter the new card details
21144. The old card is replaced
2115
2116## Admin Visibility
2117
2118Admins can see:
2119- Whether a member has a card on file (member detail page)
2120- Card brand and last 4 digits
2121- Admins cannot see full card numbers (Stripe handles all sensitive data)
2122
2123## Security
2124
2125- Card data is never stored in your system â it's handled entirely by Stripe
2126- Members authenticate via their portal login before updating cards
2127- Card details are transmitted over encrypted connections directly to Stripe`},{id:"39",slug:"quickbooks-export",title:"Exporting to QuickBooks",category:"payments",summary:"Export payment data as a QuickBooks-compatible CSV for easy import into your accounting software.",keywords:["quickbooks","export","csv","accounting","treasurer","finance","payments","import"],order:6,content:`Export your payment data in a QuickBooks-compatible CSV format that can be imported directly into QuickBooks or other accounting software.
2128
2129## How to Export
2130
21311. Go to **Payments** in the sidebar
21322. Optionally set **From** and **To** date filters to limit the export range
21333. Click the **Export** dropdown in the top-right corner
21344. Select **QuickBooks CSV**
2135
2136The CSV file downloads immediately. You can also use **Export CSV** or **Export Excel** for the standard payment export format.
2137
2138## QuickBooks CSV Columns
2139
2140The export includes these columns, formatted for QuickBooks import:
2141
2142| Column | Description |
2143|--------|-------------|
2144| **Date** | Payment date (YYYY-MM-DD) |
2145| **Name** | Member's full name |
2146| **Email** | Member's email address |
2147| **Description** | Account type + member name (e.g., "Membership Dues â John Smith") |
2148| **Account** | QuickBooks account name (see mapping below) |
2149| **Amount** | Net payment amount (after discounts) |
2150| **Payment Method** | How payment was made (Stripe, check, etc.) |
2151| **Reference** | Payment reference number or Stripe PaymentIntent ID |
2152| **Invoice Number** | Associated invoice number, if one exists |
2153| **Status** | Payment status (always "succeeded" for this export) |
2154
2155## Account Mapping
2156
2157Payments are automatically mapped to QuickBooks account names based on payment type:
2158
2159| Payment Type | Default Account |
2160|-------------|----------------|
2161| Initial, Renewal, Auto-Renewal, Upgrade, Manual | Membership Dues |
2162| Event Registration | Event Revenue |
2163| Product Purchase | Product Sales |
2164| Donation | Donations |

2165| Other | Other Revenue |
2166
2167## Custom Account Names
2168
2169Platform admins can customize the account names per society to match your QuickBooks chart of accounts. Contact your platform admin to configure custom mappings.
2170
2171## What's Included
2172
2173- **Only succeeded payments** are included â failed, pending, and refunded payments are excluded
2174- Date range filters from the Payments page are respected
2175- If no date range is set, all succeeded payments are exported
2176
2177## Importing into QuickBooks
2178
21791. Open QuickBooks
21802. Go to **File > Utilities > Import > Excel/CSV files** (QuickBooks Desktop) or **Banking > Upload transactions** (QuickBooks Online)
21813. Select the downloaded CSV file
21824. Map the columns to your QuickBooks fields
21835. Review and accept the import
2184
2185## Tips
2186
2187- Export monthly for easier reconciliation
2188- The **Account** column maps directly to your QuickBooks chart of accounts
2189- Use the **Invoice Number** column to cross-reference with your AMS invoices
2190- The **Reference** column helps trace payments back to Stripe transactions`},{id:"34",slug:"member-portal-overview",title:"Member Portal Overview",category:"members",summary:"What members see and can do in their self-service portal.",keywords:["portal","member","self-service","login","magic link","password","passkey","account","profile","renew","invoice","dashboard","feedback"],order:8,content:`The member portal is a self-service area where members manage their account, pay invoices, renew memberships, and access society features.
2191
2192## Accessing the Portal
2193
2194Members can log in to the portal via:
2195
2196- **Email + Password** â Standard login
2197- **Magic Link** â Passwordless login via an emailed sign-in link (valid for 4 hours)
2198- **Passkey** â Biometric login (Face ID, fingerprint, Windows Hello) â no password needed. See the **Passkeys** article for setup instructions.
2199
2200The portal URL follows the pattern: yoursite.com/{society-slug}/portal
2201
2202### Magic Link Login
2203
2204Members who prefer not to use a password can request a magic link:
2205
22061. On the login page, click **Sign in with Magic Link**
22072. Enter their email address
22083. A sign-in link is sent to their inbox
22094. Clicking the link logs them in automatically
2210
2211Magic links expire after 4 hours.
2212
2213### Forgot Password
2214
2215If a member forgets their password:
2216
22171. Click **Forgot Password** on the login page
22182. Enter their email address
22193. A reset link is sent (valid for 24 hours)
22204. Click the link and set a new password
2221
2222Members whose accounts have no password (e.g., imported records) receive a
2223secure sign-in link (valid for 4 hours) instead â same request, no dead end.
2224
2225Password requirements: minimum 8 characters with at least 1 uppercase letter, 1 lowercase letter, and 1 number.
2226
2227## Portal Dashboard
2228
2229After logging in, members see their personalized dashboard with:
2230
2231- **Membership status** â Current status, type, and expiry date
2232- **Tenure badge** â Milestone recognition (5, 10, 15, 20, 25 years)
2233- **Renewal streak** â Consecutive years of membership
2234- **Lifetime savings** â Cumulative discounts from member pricing and auto-renew discounts
2235- **Badges** â Visual recognition awards assigned by admins
2236- **Upcoming events** â Next 3 events with registration status
2237- **Announcements** â Society news and updates
2238- **Active polls** â Polls awaiting their response
2239
2240## Self-Service Features
2241
2242### Update Profile
2243Members can edit their contact information (phone, address, city, state, postal code) and custom fields from **My Account**.
2244
2245### Change Email
2246Members can change their email address with two-step verification:
22471. Request change â verification code sent to the new email
22482. Enter the code to confirm
2249
2250### Renew Membership
2251Members can renew from the portal dashboard:
22521. Click **Renew Membership**
22532. Review the renewal amount (discounts applied if auto-renew is enabled)
22543. Enter payment details or use a saved card
22554. Confirm payment
2256
2257### Pay Invoices
2258Members can view and pay open invoices:
22591. Go to **Invoices** in the portal
22602. Click **Pay** on any unpaid (sent) invoice
22613. Enter payment details or use a saved card
22624. Download paid invoices as PDF
2263
2264### Update Payment Method
2265Members can add or update their saved card:
22661. Go to **My Account**
22672. Click **Update Payment Method**
22683. Enter new card details via the secure Stripe form
2269
2270### Toggle Auto-Renewal
2271Members can enable or disable auto-renewal from their account settings. When enabled, their saved card is charged automatically before expiry.
2272
2273### Register for Events (Wizard)
2274When a member opens an event, they walk through a multi-step wizard rather than a modal dialog. See [Portal Event Registration Wizard](/help/portal-registration-wizard) for the full flow: role selector, add-on children, contact step, per-event form fields, running total. Free-membership-offer, account-matching, and renewal-at-checkout panels appear in this wizard when applicable.
2275
2276## Account Security
2277
2278- **Failed login lockout** â 5 failed attempts locks the account for 15 minutes
2279- **Portal access** â Members with Pending, Rejected, or Suspended status cannot access the portal
2280- **Token-based auth** â Portal uses Bearer tokens (separate from admin cookies)
2281
2282## What Admins Should Know
2283
2284- Portal login activity appears in the **Audit Log**
2285- Members cannot change their name or membership type â only admins can
2286- Custom fields marked "show on profile" are editable by the member
2287- The portal respects **feature module toggles** â disabled modules hide their portal pages
2288
2289## Feedback Widget
2290
2291A floating feedback button appears on every portal page. Members can submit feedback, suggestions, or bug reports directly to platform admins. Submissions include the member's name, email, and the page they were on. Platform admins can view all feedback from **Platform Admin > Feedback**.`},{id:"35",slug:"managing-custom-fields",title:"Managing Custom Fields",category:"settings",summary:"Create custom data fields for member profiles, signup forms, and directories.",keywords:["custom","field","form","dropdown","checkbox","signup","profile","directory","data"],order:7,content:`Custom fields let you collect and store additional member data beyond the standard fields, without any code changes.
2292
2293## Accessing Custom Fields
2294
2295Custom fields are managed on the society's platform settings: **Platform > Societies > [Society] > Settings > Customization**. From **Registration forms** in your workspace you can also save a new form question as a custom profile field.
2296
2297## Creating a Custom Field
2298
22991. Click **Add Field**
23002. Configure the field:
2301   - **Label** â Display name shown on forms (e.g., "Board Certification Number")
2302   - **Field Key** â Unique identifier, auto-generated from label (cannot be changed after creation)
2303   - **Type** â Select the input type (see below)
2304   - **Placeholder** â Hint text inside the input
2305   - **Help Text** â Description shown below the field
23063. Set visibility options (see below)
23074. Save
2308
2309## Field Types
2310
2311| Type | Use Case |
2312|------|----------|
2313| Text | Single-line text (names, IDs, etc.) |
2314| Text Area | Multi-line text (bios, notes) |
2315| Number | Numeric values (years of experience, etc.) |
2316| Date | Date picker |
2317| Dropdown | Single selection from a list of options |

2318| Multi-Select | Multiple selections from a list |
2319| Checkbox | Yes/no toggle |
2320| Email | Email address with validation |
2321| Phone | Phone number |
2322| URL | Web address with validation |
2323
2324For **Dropdown** and **Multi-Select** types, you'll define the list of options when creating the field.
2325
2326## Visibility Settings
2327
2328Control where each field appears:
2329
2330| Setting | Where It Shows |
2331|---------|---------------|
2332| **Show on Signup** | Public signup form â new members fill it in |
2333| **Show on Profile** | Portal My Account page â members can edit it |
2334| **Show in Directory** | Member directory listing (if directory is enabled) |
2335
2336## Validation
2337
2338- **Required** â Toggle to make the field mandatory
2339- **Validation Rules** â Set minimum length, maximum length, or regex patterns for text fields
2340
2341## Membership Type Restrictions
2342
2343Optionally restrict a field to specific membership types. For example, a "Board Certification" field might only apply to Professional members, not Student members.
2344
2345## Conditional Logic
2346
2347Show or hide a field based on another field's value. For example, show "Specialty Area" only when "Board Certified" checkbox is checked.
2348
2349## Display Order
2350
2351Use the display order number to control the sequence of fields on forms. Lower numbers appear first.
2352
2353## Editing and Deleting
2354
2355- **Edit** â Change the label, help text, validation, and visibility. The field key and type cannot be changed after creation.
2356- **Delete** â Soft-deletes the field. Existing member data for that field is preserved but no longer displayed.
2357- **Toggle Active** â Deactivate a field to hide it without deleting
2358
2359## Where Custom Field Data Appears
2360
2361- **Admin member detail** â Custom fields section on the member profile
2362- **Admin member form** â When adding or editing a member
2363- **Signup form** â Fields marked "Show on Signup"
2364- **Portal profile** â Fields marked "Show on Profile"
2365- **CSV Export** â Custom fields are included in member exports`},{id:"36",slug:"using-member-notes",title:"Using Member Notes",category:"members",summary:"Add timestamped notes to member profiles for internal tracking.",keywords:["note","comment","admin","internal","history","re

2365cord","member"],order:9,content:`Member notes let admins keep an internal record of interactions, decisions, and follow-ups on any member's profile.
2366
2367## Adding a Note
2368
23691. Open a member's profile from the Members list
23702. Scroll to the **Notes** section
23713. Type your note in the text box
23724. Click **Add Note**
2373
2374The note is saved immediately with your name and a timestamp.
2375
2376## Viewing Notes
2377
2378Notes appear in reverse chronological order (newest first) on the member's profile. Each note shows:
2379
2380- **Author** â The admin who wrote it
2381- **Date/Time** â When it was created
2382- **Content** â The note text
2383
2384Notes are paginated â scroll down or click "Load more" for older notes.
2385
2386## Deleting a Note
2387
2388Only the original author (or a super admin) can delete a note:
2389
23901. Find the note you want to remove
23912. Click the **Delete** button
23923. Confirm deletion
2393
2394Deleted notes are soft-deleted and logged in the audit trail.
2395
2396## Notes Are Internal Only
2397
2398- Notes are **not visible** to members in the portal
2399- Notes **do not** appear in exports or reports
2400- Notes **are** logged in the audit trail for accountability
2401
2402## When to Use Notes
2403
2404- **Phone call summaries** â "Called about renewal, will send check by Friday"
2405- **Special arrangements** â "Approved 50% discount per board vote 1/15"
2406- **Follow-up reminders** â "Needs updated mailing address"
2407- **Application context** â "Referred by Dr. Smith, approved"
2408- **Issue tracking** â "Card declined twice, switching to check payment"
2409
2410## Tips
2411
2412- Keep notes factual and professional â they're part of the audit trail
2413- Use notes instead of trying to remember conversations
2414- Notes cannot be edited after creation â add a follow-up note instead`},{id:"37",slug:"event-app-integration",title:"Event-App Integration",category:"integrations",summary:"Import events from your event app, push attendees, and enable member SSO.",keywords:["event app","import","sync","push","attendee","SSO","integration","registration"],order:5,content:`If your society uses a separate event app, you can connect it to import events, automatically push registered attendees, and give members single sign-on access.
2415
2416## Setting Up the Connection
2417
2418The event-app integration is configured by platform admins:
2419
24201. Go to **Platform > Societies > [Society] > Settings**
24212. Open the **Integrations** tab and choose **Connect** on the Event App card
24223. Enter:
2423   - **Base URL** â Your event app's tenant URL (e.g., https://fgs.gievents.org/events)
2424   - **Import API Key** â Shared API key for authentication
2425   - **AMS API key** (optional) â the key Event App uses to call AMS, e.g. for delegated email sending
24264. Click **Connect**
2427
2428## Creating Events
2429
2430Events are created in AMS first and automatically pushed to the event app. You do not create events in the event app â AMS is the authoritative source.
2431
24321. Go to **Events** in the sidebar (under Commerce)
24332. Click **Create Event**
24343. Fill in the event name, dates, venue/address, time zone, description, and pricing
24354. In the **Event App slug** field, type a URL-safe slug (e.g. \`2026am\`). On save, AMS creates a matching event-app record with this slug.
24365. Leave **Event App slug** blank for commerce-only events that don't need an event-app presence (landing page, sessions, Q&A, etc.)
24376. Click **Create** to save
2438
2439After save, AMS pushes the event metadata (name, dates, venue, address, timezone, status, parent event linkage, registration URL) to the event app. Failed pushes retry automatically every 10 minutes; the admin UI shows a "Last sync failed" banner and a "Sync to event-app" button for manual retry.
2440
2441## Automatic Attendee Push
2442
2443When a member registers and pays for an imported event:
2444
24451. Payment is confirmed in AMS
24462. AMS automatically pushes the attendee to the event app
24473. The member appears in the event app's attendee list
2448
2449### Push Status
2450
2451On the event's registrations list, each registration shows its push status:
2452
2453- **Pushed** (green) â Successfully sent to event app
2454- **Failed** (red) â Push failed, with a **Retry** button
2455- **Pending** (gray) â Not yet attempted
2456
2457Failed pushes are automatically retried every 30 minutes by a background job. You can also retry manually by clicking the retry button.
2458
2459The event's [Event dashboard](/help/event-dashboard) rolls these up into an **Event app sync** card â pushed/pending/failed counts for the whole event family, with per-row retry.
2460
2461### Guest Support
2462
2463Both members and guest registrants (non-members who purchase event tickets) are pushed to the event app.
2464
2465## Member SSO (Single Sign-On)
2466
2467Members can access the event app directly from their portal without logging in separately:
2468
24691. Member logs in to the portal
24702. Goes to the **Upcoming Events** widget on their dashboard
24713. Clicks **Open** on a registered event
24724. They're automatically signed into the event app
2473
2474SSO uses a short-lived token (5 minutes) generated by AMS and verified by the event app.
2475
2476## Admin Link Generation
2477

2478On the Events admin page, each event has a **link icon** button that copies the direct registration URL. Share this link on your website or in emails to let visitors register directly for a specific event.`},{id:"43",slug:"registration-form-templates",title:"Registration Form Templates",category:"commerce",summary:"Create reusable form templates to collect attendee information during event registration.",keywords:["registration","form","template","field","custom field","event","attendee","profile"],order:6,content:`Build reusable registration forms that collect attendee information when members sign up for events.
2479
2480## Overview
2481
2482The **Registration forms** page (under Commerce in the sidebar) lets you manage two things:
2483
24841. **Form Templates** â Reusable configurations of fields that you assign to events
24852. **Field Library** â Individual field definitions available across all templates
2486
2487When you assign a template to an event, the field configuration is copied onto the event. This means you can update templates without affecting events that already use them.
2488
2489## Managing the Field Library
2490
2491Fields are the building blocks of your forms. Each field has:
2492
2493- **Label** â What the attendee sees (e.g., "Job Title")
2494- **Field Key** â Internal identifier (e.g., "job_title") â must be unique
2495- **Field Type** â Text, textarea, dropdown, multi-select, checkbox, number, date, email, phone, or URL
2496- **Options** â For dropdown and multi-select fields, the list of choices (one per line)
2497- **Help Text** â Optional hint shown below the field
2498- **Placeholder** â Optional placeholder text inside the input
2499
2500### Two Types of Fields
2501
2502The field library shows two sections:
2503
2504- **Registration Fields** â Fields specific to event registration (from the Field Library)
2505- **Profile Fields** â Custom fields from your member profile system. Using profile fields on registration forms lets you capture missing profile data during event signup. When a member registers, their responses are automatically saved back to their profile.
2506
2507### Creating a Field
2508
25091. Click **Create Field** in the Field Library section
25102. Fill in label, field key, type, and any options
25113. Click **Create**
2512
2513## Creating a Form Template
2514
25151. Click **Create Template**
25162. Enter a template name and optional description
25173. In the editor, click **Add from Library** and select fields
25184. Reorder fields using the drag handles
25195. Toggle **Required** on any field that must be filled out
25206. Click **Save**
2521
2522### Duplicating a Template
2523
2524Click the **copy icon** on any template to create a duplicate with "(Copy)" appended to the name. Edit the copy to customize it.
2525
2526## Assigning a Template to an Event
2527
25281. Go to **Events** and create or edit an event
25292. In the **Registration Form** section, select a template from the dropdown
25303. The template's fields are copied onto the event
25314. Save the event
2532
2533After saving, the portal will show the registration form when members add the event to their cart.
2534
2535## How It Works for Members
2536
2537When a member clicks "Add to Cart" on an event with a registration form:
2538
25391. A form dialog appears with the configured fields
25402. Known information (name, email, phone, etc.) is **automatically pre-filled** from their profile
25413. The member fills in any remaining fields and submits
25424. The event is added to their cart with the form responses attached
25435. After payment, responses are saved with the registration record
25446. Any profile field responses are automatically written back to the member's profile
2545
2546## Tips
2547
2548- Use **profile fields** for information you want to reuse across the system (organization, credentials, dietary restrictions)
2549- Use **registration fields** for event-specific questions (session preferences, meal choice for this event)
2550- Keep forms short â only ask for what you actually need
2551- Required fields are enforced at checkout, so members can't skip them`},{id:"58",slug:"data-security-backups",title:"Data Security & Backups",category:"settings",summary:"How your society data is protected, backed up, and recoverable.",keywords:["security","backup","data","protection","recovery","database","tenant","isolation"],order:10,content:`Your society's data is protected by multiple layers of security and backup systems.
2552
2553## Tenant Isolation
2554
2555Each society's data is completely isolated. Admin users can only access data belonging to their assigned society. This isolation is enforced at every API endpoint and audited by an automated tenant guard system that monitors all database queries.
2556
2557## Automated Backups
2558
2559Your data is backed up automatically on multiple schedules:
2560
2561- **Daily database snapshots** â Full database backup every night, retained for 7 days (plus 4 weekly snapshots)
2562- **Continuous write-ahead log (WAL) archiving** â Every database change is archived in near-real-time, enabling recovery to any point in t

2562ime within the last 28 days
2563- **Weekly base backups** â Full binary-level database backup for point-in-time recovery
2564
2565## Backup Verification
2566
2567Backups are automatically tested every week. The verification process restores the latest backup into a temporary database and validates that all tables, societies, users, and key data relationships are intact. If verification fails, the platform team is alerted immediately.
2568
2569## Data Recovery
2570
2571In the unlikely event of data loss, the platform team can restore your data to any point in time within the last 28 days using point-in-time recovery (PITR). For most scenarios, recovery can be completed within minutes.
2572
2573## Audit Trail
2574
2575All significant actions (member changes, payments, settings updates, login attempts) are recorded in the Audit Log. See the **Using the Audit Log** article for details.`},{id:"42",slug:"configuring-custom-domain",title:"Configuring a Custom Domain",category:"integrations",summary:"Set up a custom domain so members access the portal at your own URL instead of ams.korevera.com.",keywords:["domain","custom domain","white-label","DNS","CNAME","branding","portal","URL","SSL"],order:11,content:`Give your society a professional, branded portal URL like \`members.yoursociety.org\` instead of the default \`ams.korevera.com/your-slug/portal\`.
2576
2577## How It Works
2578
2579When you configure a custom domain, we provision an SSL certificate through Cloudflare so your members get a secure \`https://\` connection. You add a DNS record at your domain provider, and once it propagates, the portal is live on your domain.
2580
2581## Setting Up a Custom Domain
2582
25831. Go to **Platform Admin â Societies â [Society] â Settings** for the society you want to configure
25842. Scroll down to the **Custom Domain** card on the **General** tab
25853. Enter the domain you want to use (e.g., \`members.yoursociety.org\`)
25864. Click **Configure**
2587
2588After configuring, you'll see CNAME instructions with a target value to copy.
2589
2590## Adding the DNS Record
2591
2592At your DNS provider (GoDaddy, Namecheap, Cloudflare, etc.):
2593
25941. Go to DNS management for your domain
25952. Add a new **CNAME** record:
2596   - **Name / Host:** The subdomain part (e.g., \`members\` if your domain is \`members.yoursociety.org\`)
2597   - **Target / Value:** The value shown in the CNAME instructions (e.g., \`custom.korevera.com\`)
25983. Save the record
2599
2600## Waiting for Activation
2601
2602After adding the DNS record:
2603
2604- DNS propagation can take **a few minutes to 24 hours** depending on your provider
2605- Click **Check Status** on the Custom Domain card to see if Cloudflare has detected your CNAME
2606- Once detected, SSL is provisioned automatically (usually within minutes)
2607- The status badge will change from **Pending** (amber) to **Active** (green)
2608
2609## Testing
2610
2611Once the status shows Active, visit your custom domain:
2612
2613\`https://members.yoursociety.org/portal\`
2614
2615Members will see the same portal experience â login, dashboard, payments, directory â all on your branded URL.
2616
2617## Removing a Custom Domain
2618
2619Click **Remove** on the Custom Domain card and confirm. This deletes the Cloudflare hostname and reverts the society to the default \`ams.korevera.com\` URL. Members using the old custom domain will no longer be able to access the portal there.
2620
2621## Troubleshooting
2622
2623- **Status stays Pending:** Double-check the CNAME record at your DNS provider. Make sure the target matches exactly. Some providers add a trailing dot â that's normal.
2624- **SSL errors in browser:** Wait a few more minutes after status shows Active. The certificate may still be deploying to edge servers.
2625- **"Domain not found" error:** The custom domain must be configured in our system first (step 3 above) before the DNS record will work.`},{id:"40",slug:"passkeys",title:"Passkeys (Biometric Login)",category:"settings",summary:"Set up passkeys to sign in with Face ID, fingerprint, or Windows Hello instead of a password.",keywords:["passkey","passkeys","biometric","face id","fingerprint","windows hello","webauthn","login","security","authentication"],order:12,content:`Passkeys let you sign in with the biometrics you already use on your device â Face ID, fingerprint, or Windows Hello â instead of typing a password.
2626
2627## What Are Passkeys?
2628
2629Passkeys are a modern, phishing-resistant replacement for passwords. When you register a passkey, your device creates a unique cryptographic key pair. The private key stays on your device (or syncs via iCloud/Google), and the public key is stored on our server. To sign in, your device proves it holds the private key using biometrics â no password is transmitted or stored.
2630
2631## Setting Up a Passkey
2632
2633### For Admin Users
2634
26351. Open your account menu (your initials, top right) and choose **Your account**
26362. Find the **Passkeys** card
26373. Click **Register new passkey**
26384. Enter a name for this passkey (e.g., "iPhone 15" or "MacBook Pro")
26395. Follow your browser's prompts to complete biometric verification
2640
2641### For Portal Members
2642
26431. Log in to the member portal
26442. Go to **Profile**
26453. Scroll to the **Passkeys** card
26464. Click **Register new passkey**
26475. Name it and complete biometric verification
2648
2649## Signing In with a Passkey
2650
2651On the login page, click **Sign in with Passkey** (below the password form for admins, or above the login tabs for portal members). Your browser will prompt you to verify with your biometric. That's it â no password needed.
2652
2653> **Note:** The passkey button only appears in browsers that support passkeys (most modern browsers do).
2654
2655## Managing Your Passkeys
2656
2657From the Passkeys card on **Your account** (admins) or **Profile** (members), you can:
2658
2659- **View** all registered passkeys with their names and last-used timestamps
2660- **Rename** a passkey by clicking the edit icon
2661- **Delete** a passkey by clicking the trash icon
2662
2663## Custom Domains & Passkeys
2664
2665Passkeys are bound to the domain where they were registered. If your society uses a custom domain (e.g., \`members.yoursociety.org\`), a passkey registered there will only work on that domain â not on \`ams.korevera.com\`, and vice versa. The domain each passkey is bound to is shown in the management card.
2666
2667If you access the portal on multiple domains, register a passkey on each one.
2668
2669## Good to Know
2670
2671- Passkeys **supplement** passwords â you can always fall back to password login
2672- You can register multiple passkeys (e.g., one for your phone, one for your laptop)
2673- Passkeys may sync across your devices via iCloud Keychain or Google Password Manager
2674- Deleting a passkey from the management card only removes it from our server â remove it from your device's password manager separately if needed`},{id:"45",slug:"email-logs-suppression",title:"Email Logs & Suppression List",category:"email",summary:"View email delivery history and manage the suppression list for bounced or c

2674omplained addresses.",keywords:["email","log","logs","suppression","bounce","complaint","blocked","delivery","ses","status"],order:4,content:`Track every email your system sends and manage addresses that have been suppressed due to bounces or complaints.
2675
2676## Email Logs
2677
2678Go to **Emails** in the sidebar and click the **Email Log** tab.
2679
2680The log shows every email sent by your society, including:
2681
2682- **Recipient** â Who the email was sent to
2683- **Subject** â The email subject line
2684- **Template** â Which template was used (welcome, invoice, renewal, etc.)
2685- **Status** â Current delivery status
2686- **Date** â When it was sent
2687
2688### Email Statuses
2689
2690| Status | Meaning |
2691|--------|---------|
2692| **Sent** | Email accepted by the mail server |
2693| **Delivered** | Confirmed delivered to the recipient's inbox |
2694| **Bounced** | Email bounced back (address invalid, mailbox full, etc.) |
2695| **Complained** | Recipient marked the email as spam |
2696| **Failed** | Email could not be sent (paused, suppressed, or cap hit) |
2697
2698### Filtering
2699
2700Use the status dropdown and date range to filter the log. Click any row to see delivery details including bounce type and error messages.
2701
2702## Suppression List
2703
2704Go to **Emails** â **Suppression List** tab.
2705
2706The suppression list contains email addresses that are automatically blocked from receiving future emails. Addresses are added when:
2707
2708- **Hard bounce** â The email address doesn't exist or permanently rejects mail
2709- **Complaint** â The recipient marked your email as spam via their email provider
2710
2711### Why Suppression Matters
2712
2713Continuing to send to addresses that bounce or complain damages your email sender reputation and can cause your emails to be blocked for all members. The suppression list protects your deliverability.
2714
2715### Viewing Suppressions
2716
2717Each entry shows:
2718- **Email address** â The suppressed address
2719- **Reason** â Hard bounce, soft bounce, or complaint
2720- **Bounce details** â The specific bounce type and sub-type
2721- **Date** â When the suppression was recorded
2722
2723### Removing a Suppression
2724
2725If you believe an address was suppressed in error (e.g., a temporary mailbox issue has been fixed):
2726
27271. Find the address in the suppression list
27282. Click **Remove**
27293. Confirm â the address can now receive emails again
2730
2731**Caution:** Only remove suppressions if you're confident the issue is resolved. Sending to a still-invalid address will create a new suppression.
2732
2733### Soft Bounces
2734
2735Soft bounces (temporary issues like a full mailbox) are logged for visibility but do NOT block future sends. Only hard bounces and complaints block emails.`},{id:"46",slug:"sending-broadcast-emails",title:"Sending Broadcast Emails",category:"email",summary:"Send one-time emails to all members or a filtered subset.",keywords:["broadcast","blast","bulk","send","email","all members","newsletter","announcement"],order:5,content:`Send a one-time email to all members or a targeted group, with full template variable support and rich text editing.
2736
2737## Sending a Broadcast
2738
27391. Go to **Emails** in the sidebar (under the Engagement group)
27402. Click the **Send Broadcast** button
27413. Fill in the broadcast form:
2742   - **Subject** â The email subject line (template variables supported)
2743   - **Body** â Use the rich text editor to compose your message, or toggle Source Mode for raw HTML
2744   - **Recipients** â Choose from preset groups (see below)
27454. Click **Preview** to see how the email will look with sample data
27465. Click **Send** to dispatch to all selected recipients
2747
2748## Recipient Groups
2749
2750| Group | Who Receives |
2751|-------|-------------|
2752| **All Active Members** | Members with Active status |
2753| **Expiring Soon** | Members expiring within 30 days |
2754| **Grace Period** | Members in grace period |
2755| **Lapsed** | Members with Lapsed status |
2756
2757## Template Variables
2758
2759Broadcast emails support the same merge fields as templates:
2760
2761- \`{{member.firstName}}\`, \`{{member.lastName}}\`, \`{{member.email}}\`
2762- \`{{membership.type}}\`, \`{{membership.expiryDate}}\`
2763- \`{{society.name}}\`, \`{{portal_url}}\`
2764
2765## Safety Features
2766
2767- **Suppression list** â Addresses that have hard-bounced or c

2767omplained are automatically skipped
2768- **Hourly send cap** â The 200/hour circuit breaker applies to broadcasts too
2769- **Kill switch** â If email automations are paused, broadcasts are also blocked
2770- **Email log** â Every broadcast email appears in the Email Log with delivery status
2771
2772## Tips
2773
2774- Always send a test email to yourself first (use the Send Test button in the template editor)
2775- Use recipient filtering to send targeted messages rather than emailing everyone
2776- Keep broadcasts concise â long emails have lower engagement
2777- Check the Email Log after sending to monitor delivery rates`},{id:"47",slug:"memberclicks-integration",title:"MemberClicks Integration",category:"integrations",summary:"Import members from MemberClicks with field mapping, type/status mapping, and incremental sync.",keywords:["memberclicks","import","integration","sync","mapping","field","migration","mc"],order:13,content:`Import your member data from MemberClicks into AMS with full field mapping, type/status translation, and ongoing incremental sync.
2778
2779## Connecting MemberClicks
2780
27811. Go to **Platform Admin > Societies > [Society] > Settings > Integrations** tab
27822. Click **Connect** on the MemberClicks card
27833. Enter your MemberClicks credentials:
2784   - **Org ID** â Your MemberClicks organization identifier
2785   - **Client ID** â OAuth client ID from MemberClicks
2786   - **Client Secret** â OAuth client secret from MemberClicks
27874. Click **Connect** â the system validates the credentials
2788
2789## Field Mapping
2790
2791After connecting, go to **MemberClicks Import** in the sidebar (under the Admin group).
2792
2793### Step 1: Map Fields
2794
2795The field mapping page shows all fields from your MemberClicks account alongside the AMS fields they map to:
2796
2797- **Standard fields** (first name, last name, email, phone, etc.) are auto-mapped
2798- **Custom fields** can be mapped to existing AMS custom fields or new ones will be created automatically
2799- Fields set to **Skip** are not imported
2800
2801### Step 2: Type Mapping
2802
2803Map MemberClicks profile types to AMS membership types:
2804
28051. Click the **Type Mapping** tab
28062. For each MC profile type, select the corresponding AMS membership type
28073. Unmapped types will use the default membership type
2808
2809### Step 3: Status Mapping
2810
2811Map MemberClicks statuses to AMS member statuses:
2812
28131. Click the **Status Mapping** tab
28142. For each MC status, select the corresponding AMS status (Active, Grace, Lapsed, etc.)
28153. Unmapped statuses default to Pending
2816
2817## Running an Import
2818
28191. Click **Preview Import** to see how many members will be created or updated
28202. Review the summary (new members, updates, skipped)
28213. Click **Import** to execute
2822
2823The import creates members, sets membership types and statuses based on your mappings, and populates custom fields. Welcome emails are NOT sent during import.
2824
2825## Incremental Sync
2826
2827After the initial import, a background job runs every 6 hours to sync changes:
2828
2829- New members added in MemberClicks are created in AMS
2830- Updated fields in MemberClicks are reflected in AMS
2831- The sync only pulls records modified since the last run
2832
2833## Tips
2834
2835- Run a preview before every import to check for unexpected results
2836- Custom fields are auto-created with snake_case keys derived from the MemberClicks field label
2837- Bracket-notation fields in MemberClicks (like email aliases or multiple addresses) need manual mapping`},{id:"48",slug:"mailerlite-integration",title:"MailerLite Integration",category:"integrations",summary:"Sync your member list with MailerLite for email marketing campaigns.",keywords:["mailerlite","email marketing","sync","integration","subscriber","group","newsletter"],order:14,content:`Connect MailerLite to automatically sync your member data for email marketing campaigns.
2838
2839## Connecting MailerLite
2840
2841### From Settings (Society Admin)
2842
28431. Go to **Settings** in the sidebar
28442. Find the **MailerLite** section
28453. Enter your MailerLite API Key (found in your MailerLite account under Integrations > API)
28464. Click **Save & Test**
28475. If the connection succeeds, select a subscriber group from the dropdown
28486. Click **Save**
2849
2850### From Platform Admin
2851
28521. Go to **Platform Admin > Societies > [Society] > Settings > Integrations** tab
28532. Click **Connect** on the MailerLite card
28543. Enter your API Key
28554. Select a subscriber group
28565. Click **Connect**
2857
2858## What Gets Synced
2859
2860When connected, the following member data syncs to your MailerLite group:
2861
2862- **Email address** (used as the unique identifier)
2863- **First name** and **last name**
2864- **Membership type** and **status**
2865
2866Members are synced when they are created, updated, or when their status changes.
2867
2868## Choosing Between Mailchimp and MailerLite
2869
2870Only one email marketing integration can be active per society. If you connect MailerLite, the Mailchimp integration is disabled, and vice versa.
2871
2872## Disconnecting
2873
2874- Disconnecting is done from the platform: on the society's **Sett

2874ings > Integrations**, open the **â¯** menu on the MailerLite card > Disconnect. Society admins can ask Korevera support to do this.
2875
2876Disconnecting stops future syncs but does not remove subscribers already in MailerLite.
2877
2878## Feature Module Toggle
2879
2880The MailerLite integration can be hidden entirely by turning off the **MailerLite** feature in Platform Admin > Societies > [Society] > Settings > Features.`},{id:"50",slug:"video-library-integration",title:"Video Library Integration",category:"integrations",summary:"Set up and manage the Video Library add-on module for your society",content:`
2881## Video Library Integration
2882
2883The Video Library is an optional paid module that gives your members access to educational video content. Videos are hosted on Bunny.net or Vimeo and managed through a separate admin interface.
2884
2885### How It Works
2886
2887When enabled, a **Video Library** widget appears on your members' portal dashboard. Clicking "Watch" seamlessly signs them into the video library using single sign-on (SSO) â no separate login required.
2888
2889**Access requirements:**
2890- Members must have an **Active** membership status
2891- Members in Grace, Lapsed, or Pending status cannot access the video library
2892- The Video Library module must be enabled for your society
2893
2894### For Admins
2895
2896A **Video library** link appears in the admin sidebar when the module is enabled. Clicking it opens the video library admin panel where you can:
2897
2898- Upload and manage videos
2899- Create collections and featured content
2900- Mark specific videos as **Public** (visible without login)
2901- Manage video metadata, transcriptions, and keywords
2902- View upload/processing status
2903
2904### Setting Up Video Library
2905
2906Video Library configuration is managed by platform administrators:
2907
29081. Go to **Platform Admin â Societies â [Your Society] â Settings â Integrations**
29092. On the **Video Library** card, choose **Connect**, then **Provision**
29103. Korevera creates the library, its address and its sign-in key, and turns the module on (the **Features** tab shows it as on)
29114. Disconnecting the card turns the module off again
2912
2913### Public Videos
2914
2915Admins can mark individual videos as "Public" in the video library admin. Public videos are visible to anyone who visits the video library URL â no login required. All other videos require an active membership.
2916
2917### Custom Domain
2918
2919Each society's video library can have its own custom domain (e.g., \`videos.yoursociety.org\`). Contact your platform administrator to set this up.
2920
2921### Troubleshooting
2922
2923**"Could not open Video Library" error:**
2924- Verify the Video Library module is enabled in Platform Admin
2925- Check that the Base URL and SSO Key are configured correctly
2926- Ensure the video library app is running and accessible
2927
2928**Members can't access:**
2929- Only members with **Active** status can access the video library
2930- Members in Grace or Lapsed status will see a 403 error
2931- Check that the member's society has the Video Library module enabled
2932
2933**Videos not showing:**
2934- In the video library admin, verify videos have "Ready" status
2935- For public visitors, only videos marked as "Public" are visible
2936- Check that the video's society matches the member's society
2937    `.trim(),keywords:["video","library","videos","bunny","vimeo","

2937streaming","sso","integration","module","public","upload"],order:12},{id:"49",slug:"portal-feedback-widget",title:"Portal Feedback Widget",category:"engagement",summary:"Collect member feedback through the floating widget on every portal page.",keywords:["feedback","widget","portal","suggestion","bug report","member feedback","floating button"],order:6,content:`A floating feedback button appears on every portal page, making it easy for members to submit feedback, suggestions, or bug reports.
2938
2939## How It Works for Members
2940
29411. Members click the **Feedback** button (floating in the bottom-right corner of any portal page)
29422. A form slides up with fields for:
2943   - **Category** â Suggestion, Bug Report, or General Feedback
2944   - **Message** â Free-text description
29453. The member's name, email, and current page URL are automatically attached
29464. Click **Submit** â a confirmation message appears
2947
2948## Viewing Feedback (Platform Admin)
2949
2950Platform admins can view all submitted feedback:
2951
29521. Go to **Platform Admin > Feedback** in the sidebar
29532. Browse feedback entries with:
2954   - **Member name and email**
2955   - **Category** (suggestion, bug, general)
2956   - **Message content**
2957   - **Page URL** where feedback was submitted
2958   - **Society** the member belongs to
2959   - **Date** submitted
2960
2961## Managing Feedback
2962
2963- Filter by category, society, or date range
2964- Click any entry to see the full message
2965- Use feedback to identify common pain points, feature requests, and portal issues
2966
2967## Visibility
2968
2969- The feedback widget is visible to all authenticated portal members
2970- It does NOT appear on login/signup pages or admin pages
2971- Feedback is only visible to platform admins, not society admins`},{id:"51",slug:"paid-renewal-at-event-checkout",title:"Renewal at Event Checkout",category:"membership",summary:"LAPSED members pay standard dues at event checkout to unlock the member event rate â all in one transaction.",keywords:["renewal","lapsed","paid renewal","renewal at event checkout","event checkout","auto-renew","member rate","refund","lapsed recovery"],order:1,content:`*Renewal at event checkout* lets a LAPSED or EXPIRED member renew their dues *during* event registration. The member sees one cart line for the event + one for the renewal, pays once, and walks out as an ACTIVE member registered at the member rate.
2972
2973## When the renewal panel appears
2974
2975The wizard's StepEvent shows a **"Renew the society membership"** panel only when ALL of these are true:
2976
2977- Per-society toggle **Renewal at event checkout** is enabled (Platform â Societies â [Society] â Settings â Features tab)
2978- The member's status is LAPSED or EXPIRED (not ACTIVE, PENDING, REJECTED, SUSPENDED)
2979- The member's current membership type is a real type â guest-type members (those on a "non-member" membership type like Guest or Visitor) route through the free-membership-offer flow instead. See [Free Membership Offer at Event Registration](/help/free-membership-offer-at-events).
2980- The membership type is paid (price > 0) and renewable (not lifetime)
2981
2982For everyone else the panel is hidden.
2983
2984## What the member sees
2985
2986- **Renew checkbox** with the renewal price (e.g., $250/yr)
2987- **Auto-renew sub-toggle** when the membership type offers an auto-renew discount (e.g., 10% off â the panel shows "$225/yr with auto-renew ($25 off â was $250/yr)")
2988- **"Save $X on this event by renewing"** chip â the dollar delta between non-member and member rate on this event, quantified
2989- Running total reflects both the event (at member rate) and the renewal cost
2990
2991If the member declines, they pay the non-member rate; the event registers normally.
2992
2993If they opt in, the order has two line items: the event (priced at member rate) and a \`MEMBERSHIP_RENEWAL\` line. On payment confirmation the member becomes ACTIVE and the new cycle dates take effect.
2994
2995## Auto-renew sub-toggle
2996
2997The auto-renew checkbox is separate from "renew now":
2998- It only appears when the membership type has \`auto_renew_enabled\` and a non-zero discount percent
2999- Enabling it stores Stripe's saved card as the default payment method for future cycles
3000- It does NOT affect whether the event drops to the member rate â that's controlled by the parent renewal opt-in alone
3001
3002## Cycle math
3003
3004For **calendar cycles** (e.g., Oct 1 â Sep 30): \`membership_start_date\` = today, \`membership_end_date\` = next-cycle-end. The gap between today and the cycle start is the early-renewal perk. So a member renewing on May 17 for a calendar cycle starting Oct 1 gets coverage immediately *and* through next September.
3005
3006For **anniversary cycles**: today â today + 1 year, minus 1 day.
3007
3008## Refunds
3009
3010Refunding a renewal payment retracts the membership only when no later renewal already covers the cycle. The system snapshots the member's previous state at cart-add (status, dates, auto-renew) and restores it on refund â no manual cleanup needed.
3011
3012Three refund paths:
3013- **Admin refund** via the admin Payments page â retracts immediately
3014- **Stripe Dashboard refund** â \`refund.created\` webhook handles it
3015- **Auto refund** from the confirm flow when the renewal can't be applied (e.g., race with another renewal)
3016
3017Partial refunds use \`Payment.refunded_amount\` and mark the payment \`PARTIALLY_REFUNDED\`. The membership stays active.
3018
3019## Audit events
3020
3021You'll see these in Audit Log when the feature is active:
3022- \`MEMBERSHIP_RENEWAL_OFFERED\` â member saw the panel
3023- \`MEMBERSHIP_RENEWAL_APPLIED\` â member became ACTIVE
3024- \`MEMBERSHIP_RENEWAL_SKIPPED\` â already-covered period (rare; defensive)
3025- \`MEMBERSHIP_RENEWAL_REFUNDED\` â admin or webhook-initiated retraction
3026- \`MEMBERSHIP_RENEWAL_AUTO_REFUNDED\` â confirm-flow auto refund
3027- \`MEMBERSHIP_RENEWAL_RECONCILED\` â Stripe webhook â DB sync after a missed confirm
3028
3029## Enabling renewal at event checkout
3030
30311. **Platform Admin** â **Societies** â click the society â **Membership** tab
30322. Toggle **Renewal at event checkout** ON â Save
30333. Verify in a LAPSED member's event registration that the panel appears
3034
3035The toggle defaults OFF on every society. Flip it on when you're ready to roll out.`},{id:"52",slug:"account-matching-for-returning-members",title:"Account Matching for Returning Members",category:"membership",summary:"Identifies returning members who sign up under a new email, lets them merge with their old record via OTP verification.",keywords:["merge","merged accounts","match history","lapsed","account matching","duplicate accounts","fuzzy match","record linkage","OTP","duplicate"],order:2,content:`*Account matching* fixes a common problem: a member's record went LAPSED, they later sign up as a "new" member with a different email, and the system creates a second row. Without intervention, the society ends up with two records for the same person â and the new row never benefits from the old member's history.
3036
3037When an authenticated non-member registers for an event with the free-membership offer enabled, account matching looks for likely-same-person LAPSED records and offers to merge them.
3038
3039## How matching works
3040
3041Pure classical record linkage â no AI. Uses the \`jellyfish\` library for Jaro-Winkler string similarity, scored with caps and floors.
3042
3043Six blocking queries run in parallel:
3044- Last name + ZIP code
3045- Normalized email (lowercased, dots stripped from Gmail)
3046- Phone last-7 digits
3047- First name + Last name (within same society)
3048- And two other narrow buckets for edge cases
3049
3050Each candidate gets a score 0.0â1.0. The portal shows masked previews of the top matches (e.g., "J. S***th Â· 902** Â· j*****@gmail.com") so the member can pick "yes, that's me" without exposing PII.
3051
3052## Verification flow
3053
3054If the member picks a candidate, the system:
3055
30561. Generates a 6-digit OTP and sends it to the **canonical** row's email (the old, LAPSED one â not the new email they're registering with)
30572. The member enters the code on a verification panel
30583. On success, **MergeService** runs a hard-merge transaction that rewrites every member-owned FK across 23 tables onto the canonical row. The shell (new) row is deleted, the new email is updated onto the canonical row, and the session cookies are rotated so the member stays logged in as the canonical identity.
3059
3060The merge is atomic â either everything succeeds or nothing changes.
3061
3062## Rate limits
3063
3064To prevent abuse:

3065- 5 OTP attempts per challenge before the challenge is invalidated
3066- 5 challenges per shell-member per hour
3067- Stale challenges expire after 15 minutes
3068- Consumed candidate tokens are single-use
3069
3070## Admin pages
3071
3072When account matching is enabled on a society, two admin pages appear in the **Admin** sidebar group (next to Audit log):
3073
3074### Merged accounts (\`/admin/members/merged\`)
3075
3076Lists every successful hard-merge. Shows:
3077- Canonical row + the shell row that was absorbed
3078- When the merge happened and by which path
3079- The matched candidate's blocking-query signature
3080
3081Use this to verify a member who calls saying "I think my account got combined" â search by either the canonical or shell name/email.
3082
3083### Match history (\`/admin/members/link-history\`)
3084
3085Broader audit feed:
3086- \`MEMBER_LINK_CANDIDATES_PROBED\` â someone hit the fuzzy match endpoint
3087- \`MEMBER_LINK_VERIFICATION_FAILED\` â OTP entered wrong
3088- \`MEMBER_LINK_VERIFICATION_RATE_LIMITED\` â too many OTP attempts
3089- \`MEMBER_LINK_MERGE_COMPLETED\` â full hard merge succeeded
3090
3091Use this to spot abuse (lots of rate-limit hits) or to debug why a merge didn't fire when expected.
3092
3093## Admin metrics
3094
3095The admin Dashboard surfaces an account-matching activity tile when the toggle is on, showing 24-hour counters for probes, verifications, failures, and completed merges.
3096
3097## Enabling account matching
3098
30991. **Platform Admin** â **Societies** â click the society â **Membership** tab
31002. Toggle **Account matching for returning members** ON â Save
31013. **Merged accounts** and **Match history** appear in the Admin sidebar group (they hide on societies without account matching enabled)
3102
3103Defaults OFF. Flip on when you're ready â the matching algorithm is reasonably conservative but you should monitor Match History for the first few weeks to confirm match quality.
3104
3105## Privacy notes
3106
3107- Candidate previews mask all PII (first initial only, masked digits)
3108- OTP goes to the canonical email, NOT the new email â prevents an attacker who knows a member's basic profile from claiming their account via a third-party email
3109- All four audit events log the actor (the new shell member) and the canonical row ID for forensics`},{id:"53",slug:"free-membership-offer-at-events",title:"Free Membership Offer at Event Registration",category:"membership",summary:"Give qualifying event registrants a free year of membership as a registration incentive.",keywords:["free membership","event offer","membership offer","recruitment","guest","lapsed recovery","incentive"],order:3,content:`The *free membership offer* lets you give away a free 1-year membership to qualifying registrants of a specific event â a high-converting recruitment tool when paired with a paid event.
3110
3111## Who qualifies
3112
3113- The registrant must be an **authenticated portal member** on a **guest-type** membership (a membership type configured as "non-member" â e.g., Guest, Visitor, Walk-in)
3114- The event must have **Offer free membership** enabled in its configuration
3115- The registrant's selected role must be on the event's eligibility allowlist (if set; default is "all roles")
3116- The account must not be **Cancelled** or **Archived** (those accounts don't see the offer, and checkout refuses a claim from them)
3117
3118Members on real (paid) membership types who happen to be LAPSED/EXPIRED route through *Renewal at Event Checkout* instead. This avoids giving away free membership to people who already had a paid relationship with the society.
3119
3120## What the registrant sees
3121
3122A separate panel in the registration wizard:
3123
3124> **Get a free 1-year membership when you register**
3125> Active immediately. Auto-renew is off â you'll get a reminder before the year ends.
3126
3127If they check it, on payment confirmation:
31281. Their member row is upgraded to ACTIVE (idempotent â re-runs on retry are safe)
31292. \`membership_end_date\` is set to today + offer_free_membership_months (default 12)
31303. \`auto_renew\` is set to False (so they don't get auto-charged at year-end)
31314. \`acquisition_source\` is stamped \`event_offer:{event_id}\` for cohort reporting
31325. A welcome email goes out (per-society template, seeded by migration)
3133
3134## Per-event configuration
3135
3136In **Events** â edit an event â scroll to **Free Membership Offer** card:
3137
3138- **Enable free membership offer** â master toggle
3139- **Months of free membership** â default 12
3140- **Eligible role types** â multi-select of MembershipType IDs whose registrants qualify. Leave empty to qualify all non-member registrants.
3141
3142## Audit events
3143
3144- \`MEMBERSHIP_OFFER_CONFIGURED\` â admin toggled the per-event setting
3145- \`MEMBERSHIP_OFFER_GRANTED\` â registrant became ACTIVE via the offer
3146- \`STRIPE_WEBHOOK_RECONCILED\` â webhook â grant after a missed confirm
3147
3148## Common questions
3149
3150**What if someone is already ACTIVE?** The grant silently skips (\`skipped:already_active\`). They keep their existing membership; no double-grant.
3151
3152**What about retried failed payments?** The grant is idempotent. Each registration has a \`granted_member_id\` key â re-runs check that and noop if already granted.
3153
3154**Can I revoke the membership after granting it?** Refunding the original event payment doesn't auto-revoke (free-offer grants survive event refunds by design â the member already got value). Use **Members â edit â set status to LAPSED** if you need to manually revoke.
3155
3156**Capacity overflow?** If the event sells out between cart-add and confirm, the order is auto-refunded via Stripe before the membership grant fires.
3157
3158## Which prompt does each member see?
3159
3160| Member's current state | Prompt shown at event checkout |
3161|---|---|
3162| On a guest-type membership (Guest, Visitor, etc.) | Free membership offer â recruitment |
3163| On a real membership type, LAPSED or EXPIRED | Renewal at event checkout â lapsed recovery |
3164| On a real membership type, ACTIVE or in grace | No prompt â they pay the member rate as usual |
3165
3166The two features are complementary, not exclusive. Both can be enabled on the same society and the registration wizard picks the right panel based on the registrant's identity. See [Renewal at Event Checkout](/help/paid-renewal-at-event-checkout).`},{id:"54",slug:"per-role-non-member-event-pricing",title:"Per-Role Non-Member Event Pricing",category:"commerce",summary:"Charge different non-member event rates based on the role the registrant declares (Resident, Student, etc.).",keywords:["pricing","event pricing","non-member","role","member rate","audience","tiered","early bird"],order:10,content:`Most events have ONE non-member rate. But many societies want to charge a Resident or Student less than a full Physician non-member. Per-role pricing solves that.
3167
3168## How it works
3169
31701. You mark certain membership types as "eligible non-member roles" â e.g., Resident, Student, Allied Health
31712. On the event, you set per-role member AND non-member rates in a price matrix
31723. At checkout, a non-member picks their role from a dropdown; the resolver looks up the matching rate
3173
3174The matching member rate is also exposed in the matrix so a member registering as that role (e.g., a Resident who's a member) still pays the member-Resident rate.
3175
3176## Setting up
3177
3178### 1. Mark roles as eligible
3179
3180**Membership types** â click a type â **"Eligible as non-member role"** checkbox â Save.
3181
3182This flag is independent of \`is_non_member\`. A real-member type (Physician, Nurse Practitioner) can also be marked eligible â meaning a non-member can register AS that role for an event, paying that role's non-member rate.
3183
3184### 2. Configure per-role rates on the event
3185
3186**Events** â edit the event â scroll to **Per-role pricing** card. You'll see a matrix:
3187
3188| Role | Member rate | Non-member rate |
3189|---|---|---|
3190| Physician | $350 | $575 |
3191| Resident | $150 | $200 |

3192| Student | $75 | $100 |
3193
3194Leave a cell blank to fall back to the event's default \`member_price\` or \`regular_price\`.
3195
3196### 3. Optional: per-role early-bird overrides
3197
3198If your event has early-bird pricing, you can override per role too:
3199\`type_prices[uuid].early_bird_price\` for members, \`type_prices[uuid]:non_member.early_bird_price\` for non-members. The resolver walks an audience-key fallback chain â most-specific first.
3200
3201## What the registrant sees
3202
3203In the portal wizard's StepEvent:
3204
3205- **ACTIVE member** â no role picker, pays the matching member rate
3206- **Non-member** â role dropdown labeled "Professional role"; price updates as they pick
3207- **"Prefer not to say"** â falls back to the event's default \`regular_price\`
3208
3209The role is snapshotted on:
3210- \`EventRegistration.selected_role_type_id\`
3211- \`OrderLineItem.selected_role_type_id\`
3212- \`Order.line_items_snapshot[].selected_role_type_id\`
3213
3214So even if eligibility flags change later, the originally-charged role is preserved for reporting and refund logic.
3215
3216## Locked at cart validation
3217
3218Once the order is created, the role + price + audience-key are captured. \`confirm_order\` and the Stripe webhook reconciler do NOT re-validate role eligibility. This prevents a race where a member toggles a role's eligibility flag between cart-add and payment.
3219
3220## Audit events
3221
3222- \`ROLE_SELECTED_AT_REGISTRATION\` â non-member declared a role at checkout
3223- \`MEMBERSHIP_TYPE_ELIGIBILITY_CHANGED\` â admin toggled the eligible-as-non-member-role flag
3224
3225## Reporting
3226
3227Filter Event Registrations by \`selected_role_type_id\` to see role mix per event. Useful for:
3228- Justifying Resident-rate tier pricing to your board
3229- Comparing tier mix YoY
3230- Identifying which roles convert to full membership (combine with the free-membership offer)
3231
3232## Common questions
3233
3234**What if a non-member doesn't pick a role?** They pay \`regular_price\` (the default non-member rate).
3235
3236**Can a member pick a role?** ACTIVE members skip the role selector and pay the member rate directly. The role mechanic is only relevant when the registrant is not an active member.
3237
3238**Renewal-at-checkout interaction:** When a LAPSED member opts into renewal at checkout, they become a member-to-be for pricing purposes â the role selector's pick is discarded and they pay the standard member rate.`},{id:"55",slug:"portal-registration-wizard",title:"Portal Event Registration Wizard",category:"members",summary:"How members register for events through the multi-step wizard â and how it differs from the old dialog flow.",keywords:["wizard","registration","portal","event registration","StepEvent","StepContact","contact step","add-ons"],order:35,content:`The portal event registration wizard replaced the dialog-per-child flow in May 2026. Members now walk through a single multi-step page when registering for an event.
3239
3240## Step order
3241
3242The wizard derives steps dynamically based on the event's shape and the member's state:
3243
32441. **Event** (always) â parent event name, dates, venue, role selector (for non-members), child-event checklist, optional renewal-at-event-checkout panel, optional free-membership-offer panel
32452. **Contact** (always) â prefilled from the member profile. Editable. On Next, the diff syncs back to the member profile via PATCH /portal/profile. Profile-sync failures don't strand the user mid-registration.
32463. **Event fields â parent** (only if the parent has non-contact-overlap form fields and the member isn't already registered)
32474. **Event fields â child** (one step per selected child event with \`has_form=true\`)
32485. **Cart** (always, exits wizard)
3249
3250The "non-contact-overlap" check is important: when the only fields on an event are first_name / last_name / email / phone / address / etc., the wizard skips the step entirely because the contact step already collected them.
3251
3252## What members see at each step
3253
3254- **Step counter** at the top: "Step 2 of 4"
3255- **Back button** at the bottom (except on the first step)
3256- **Next button** â disabled until the current step's required fields are filled
3257- **Running total** card at the bottom of the Event step â updates live as add-ons / renew

3257al / role change
3258
3259## Add-on (child) events
3260
3261Parent events that have published children (e.g., 2026 Annual Meeting â Fellow's Corner, Ultrasound Course) show child checkboxes on the Event step. Selecting a child:
3262
3263- Adds its price to the running total
3264- Adds an event-fields step to the wizard (only if the child has non-contact-overlap form fields)
3265
3266Children with \`external_registration_url\` set bypass the wizard and link out directly â useful for legacy sub-events not yet migrated.
3267
3268## Already-registered handling
3269
3270- Parent registered, child not â the parent's event-fields step is skipped (they already filled it); they go straight from contact to child fields
3271- Child registered â the child shows as ticked + greyed out; cannot uncheck
3272
3273## Contact-overlap fields
3274
3275When admins build an event registration form, they sometimes add fields like First Name, Last Name, Email, Phone â even though the contact step already collects those. The wizard now hides those fields in the portal so members aren't asked twice. The admin form-config UI tags them with a small **"Hidden in portal"** chip.
3276
3277Other surfaces (admin Add Attendee, the form preview dialog) still show all fields because they don't have a contact step.
3278
3279See [Per-Role Non-Member Event Pricing](/help/per-role-non-member-event-pricing) for how the role selector works on the Event step.
3280
3281See [Renewal at Event Checkout](/help/paid-renewal-at-event-checkout) and [Free Membership Offer at Event Registration](/help/free-membership-offer-at-events) for the membership panels that appear conditionally on the Event step.
3282
3283## Differences from the old flow
3284
3285Before May 2026:
3286- Each child event had its own modal-style registration dialog
3287- Members repeated their contact info per registration
3288- No running-total preview before checkout
3289
3290After:
3291- One wizard for the whole transaction
3292- Contact info collected once and prefilled

3293- Running total updates live as add-ons / renewal / role change
3294- Cart auto-includes the parent when a child is added`},{id:"56",slug:"wordpress-integration",title:"WordPress Integration",category:"integrations",summary:"Embed live AMS data (member count, pricing, events, donations) on your WordPress marketing site via shortcodes.",keywords:["wordpress","plugin","shortcode","marketing","public api","simple tables","flgastro"],order:11,content:`If you run a public marketing site on WordPress, the AMS integration lets you embed live data directly in pages and posts â no manual updates when your member count grows or your dues change.
3295
3296## Architecture
3297
3298A small public API (4 unauthenticated, rate-limited endpoints on AMS) feeds WordPress shortcodes via transient-cached fetches. Stats refresh hourly by default.
3299
3300Endpoints (all return JSON):
3301- \`GET /api/v1/public/stats\` â total active members, founded year
3302- \`GET /api/v1/public/membership-types\` â pricing tiers for [ams_pricing]
3303- \`GET /api/v1/public/events\` â upcoming published events
3304- \`GET /api/v1/public/donation-campaigns\` â active fundraising campaigns
3305
3306No authentication, but rate-limited to 30 req/min per IP.
3307
3308## Shortcodes
3309
3310The \`ams-integration\` WordPress plugin exposes four shortcodes:
3311
3312### [ams_member_count]
3313
3314Drops the current member count inline. Example: "Join over [ams_member_count] members of the FGS."
3315
3316### [ams_pricing]
3317
3318Renders a pricing grid for all active, signup-visible membership types. Each tier shows name, price, and a **Join Now** button that links to the portal signup with that type pre-selected (\`?membership_type={id}\`).
3319
3320### [ams_events]
3321
3322Lists upcoming published events with date, location, price, and a registration button.
3323
3324### [ams_donation_campaigns]
3325
3326Lists active donation campaigns with progress bars and Donate buttons.
3327
3328## Bonus: Simple Tables plugin
3329
3330A sibling plugin ships alongside ams-integration: \`simple-tables\` replaces Ninja Tables (which forces a paid upgrade for more than 3 tables) with a lightweight alternative. Admin CRUD UI with inline row editing; frontend shortcode supports search/sort and a mobile card layout for wide tables.
3331
3332## Setup
3333
33341. **On the WordPress server** (not in the AMS repo):
3335   1. Download the plugin zip from \`~/wordpress-plugin/ams-integration/\`
3336   2. WordPress Admin â Plugins â Add New â Upload Plugin â select zip â Install + Activate
3337   3. Settings â AMS Integration â set:
3338      - \`AMS_API_URL\` (e.g., \`https://ams-api.korevera.com\`)
3339      - \`SOCIETY_SLUG\` (e.g., \`fgs\`)
33402. **On the AMS side** â no setup needed; the public endpoints are always on. Just confirm CORS allows your WordPress domain.
3341
3342## Updating the plugin
3343
3344The plugin zip lives at \`~/wordpress-plugin/\` (not in the ams-app repo). To update:
3345
33461. Edit the source files on your dev machine
33472. Re-zip the plugin folder
33483. WordPress: **Plugins â deactivate the old version â delete â re-upload the new zip â activate**
3349
3350WordPress doesn't let you overwrite an existing plugin folder via the uploader â you have to delete and re-upload.
3351
3352## Signup pre-selection from WordPress
3353
3354When a visitor clicks a "Join Now" button on the WordPress pricing page, they land on \`/portal/signup?membership_type={id}\`. The signup form auto-selects that membership type and skips the tier-selection step.
3355
3356## CORS
3357
3358\`flgastro.org\` and \`www.flgastro.org\` are in \`ALLOWED_ORIGINS\` on the AMS API. Add your WordPress domain there if you're running a different site.
3359
3360## Common issues
3361
3362**Shortcode shows raw text on the WP page** â plugin isn't activated, or the page is rendering inside a block that disables shortcodes. Drop into a "Classic Block" or use the Shortcode block explicitly.
3363
3364**Member count stuck at an old value** â WP transient cache. Either wait an hour or clear via Tools â Site Health â expire transients.
3365
3366**CORS error in browser console** â your WP domain isn't in \`ALLOWED_ORIGINS\`. Reach out to platform admin to add it.
3367
3368**Plugin won't install** â WordPress requires unique plugin folder names. If a previous version exists, deactivate and delete it first.`},{id:"57",slug:"event-form-field-configuration",title:"Event Form Field Configuration",category:"commerce",summary:"Build per-event registration forms from your society field library, with portal/event-app sync controls.",keywords:["form fields","registration form","event form","custom fields","sync to event app","hidden in portal","contact overlap"],order:12,content:`Each event can have its own registration form built from a shared library of fields. The form admins build is shown to members during portal registration AND pushed to the event-app as a schema for non-portal registrations.
3369
3370## Two field sources
3371
3372When you add a field to an event's form, you pick from one of two libraries:
3373
3374- **Event Form Fields** (event-specific library): Defined per-society under **Registration forms**. Reusable across events.
3375- **Custom Fields** (member-profile library): Defined on the society's platform settings (**Customization** tab), or saved from a form question under **Registration forms**. Useful when an event question should also update the member's profile.
3376
3377## Building an event form
3378
3379**Events** â edit the event â **Registration Form** section:
3380
33811. Click **Add Field** â pick from the library
33822. Drag to reorder
33833. Toggle **Required** per field
33844. Assign to a section if your form has multiple pages (sections render as step

3384sub-pages in the wizard)
3385
3386## The "Hidden in portal" warning
3387
3388The portal wizard's contact step (StepContact) already collects: first_name, last_name, email, phone, address, city, state, zip_code, country, organization.
3389
3390If you add a field whose \`field_key\` matches one of those, the row shows an amber **"Hidden in portal"** chip. The wizard skips that field for portal members so they aren't asked twice. Other surfaces (admin Add Attendee, the form preview dialog) still render the field â useful when an admin is manually entering a guest attendee.
3391
3392Best practice: don't add the contact-overlap fields to portal-targeting events. Use them only on events that primarily register through non-portal flows (paper, phone, walk-up).
3393
3394## Sync to Event App
3395
3396Each field has a **Sync to Event App** checkbox. When ON:
3397- The field's value is pushed to event-app as a \`customField\` on the attendee record
3398- The field's schema is pushed too (so event-app can validate non-portal registrations against the same form)
3399
3400When OFF, the field stays in AMS only â useful for fields that are sensitive or AMS-internal (e.g., emergency contact, AMS-internal notes).
3401
3402Note: \`firstName\`, \`lastName\`, \`email\`, \`city\`, \`state\` are pushed to event-app from the Member row directly. You don't need to sync those even if they appear in the form.
3403
3404## Field sections
3405
3406For long forms, group fields into sections:
3407
34081. **Add Section** (above the field list) â name the section (e.g., "Travel Details", "Dietary & Accessibility")
34092. Drag fields into the section
34103. The portal wizard renders one step per section
3411
3412Fields without a section render in a default "Unsectioned" step at the top.
3413
3414## Templates
3415
3416If you frequently build the same form across events, save it as a **Form Template**: **Registration forms** â create a template. Then on the event, pick the template instead of building from scratch.
3417
3418## Validation
3419
3420The wizard validates required fields at submit time:
3421- Empty required â "X is required" error inline on the field
3422- For required fields whose key is in the contact-overlap set, the wizard skips the form prompt but the contact step's snapshot satisfies the requirement on the backend.
3423
3424## Custom field auto-creation (MemberClicks)
3425
3426When importing from MemberClicks, MC fields without a 1:1 mapping in AMS auto-create as Custom Fields. The newly-created field key is enforced to snake_case (regex \`^[a-z][a-z0-9_]*$\`). Bracket-notation MC fields (\`[Email | Office Email Address]\`) skip the mapping UI; map them manually in the society settings JSONB.`},{id:"59",slug:"registering-members-by-phone",title:"Registering Members by Phone (Bulk Registration)",category:"commerce",tourId:"phone-orders",summary:"Register up to 25 members for an event in one batch â with one card paying for everyone â directly from the event registrants dialog.",keywords:["phone","bulk","batch","register","registration","office manager","card on file","add registrations","wizard","group"],order:5,content:`When an office manager calls to register several people at once â and pay for all of them with one credit card â use the **Add Registrations** wizard. It handles up to 25 registrants per batch, resolves each person's correct price automatically, collects any required registration forms, and charges a single payment.
3427
3428## Opening the Wizard
3429
34301. Go to **Events** and find the event.
34312. Click the **registrants icon** (the people icon) to open the Registration quickview.
34323. Click **Add registrations**.
3433
3434(The same dialog opens from the [Event dashboard](/help/event-dashboard) via **Registration quickview**.)
3435
3436The wizard is scoped to that event, plus any of its published child events (workshops, courses, labs).
3437
3438## Step 1: Pick Members
3439
3440Search for each registrant by name or email and select them â each appears as a chip showing their name, email, status, and membership type. You can add up to 25 people per batch.
3441
3442If the event has published child events, checkboxes appear under each registrant so you can add child-event registrations (for example, the main meeting plus a hands-on lab) for that specific person. Every registrant you select is registered for the main event; child events are optional per person.
3443
3444**Registrants must already exist as members** (any status â including non-member records). If someone isn't in your member list yet, add them first via **Members â Add Member**, then return to the wizard.
3445
3446## Step 2: Registration Forms
3447
3448If the event (or a selected child event) has a registration form, the wizard shows one form per registrant per event. Required fields must be completed before you can continue â ask the caller for the answers as you go. Answers save automatically as you type.
3449
3450## Step 3: Review Prices
3451
3452Each line shows the registrant, the rate that was applied (member, non-member, or a role-specific rate), and the amount. The batch total appears at the bottom.
3453
3454- **Override a price** by editing the amount â a reason is required for every override. The override and reason are recorded in the audit log.
3455- **Comp a registration** by overriding the price to 0. The line shows a comp marker.
3456- If pricing changes on the server between this step and payment (for example, another admin edits the event), the wizard automatically reopens this step with fresh prices so you can confirm before anything is charged.
3457
3458## Step 4: Payment
3459
3460One payer covers the whole batch. Two options:
3461
3462**Key in card** â Enter the card number, expiry, and CVC the caller reads to you, plus the cardholder name and a receipt email. The charge happens immediately and the receipt goes to that email.
3463
3464**Card on file** â If the payer is a member with a saved card, pick them in the payer search, select their saved card, and check the authorization box confirming the cardholder authorized this charge. The authorization attestation is recorded in the audit log with your name and a timestamp â only check it if the payer genuinely gave permission on the call.
3465
3466For a fully comped batch ($0 total), no card is needed â you'll just enter the payer's name and email for the record and the receipt.
3467
3468## What Happens After Payment
3469
3470- Each registrant is registered and appears in the event's registrants list immediately.
3471- Each registrant receives a **registration confirmation email**.
3472- The payer receives a **receipt email** listing every registration in the batch.
3473- An invoice is created per registration for your records.
3474- If the event is connected to the event app, attendees sync there automatically.
3475
3476## If You Close the Browser Mid-Batch
3477
3478The wizard is built to recover safely. If your browser crashes or you close the tab after starting a payment, reopen the wizard for the same event â it detects the unfinished attempt, checks what actually happened with the payment, and picks up where things left off. **It will never charge the card twice** for the same attempt.
3479
3480If the wizard shows "previous attempt unresolved â checkingâ¦", let it finish checking. Only use **Abandon previous attempt** if you're certain the payment didn't go through (the wizard re-checks before letting you abandon).
3481
3482For declined cards, failed payments, and refunds, see **Payments, Failures, and Refunds for Phone Orders**.`},{id:"71",slug:"walk-in-desk",title:"Registering Walk-ins at the Door (Walk-in Desk)",category:"commerce",summary:"Register and charge one onsite arrival at a time from a tablet at the check-in table â with quick-add for people not in the system and the free-membership offer when the event includes it.",keywords:["w

3482alk-in","walk in","onsite","door","check-in","desk","day of event","quick add","register","kiosk"],order:6,content:`When someone arrives at an event unregistered, use the **Walk-in desk** â a one-person-at-a-time flow built for a tablet at the check-in table. Open a published event's dashboard and choose **Walk-in desk**. (Session dashboards route to the main event's desk; sessions are selected as add-ons there.)
3483
3484## Step 1: Find the person
3485
3486Search by name or email. If they're not in the system, use **Quick-add** with their first name, last name, email, and professional role. If the email already exists, the desk shows that record â choose **Use this person** rather than creating a duplicate.
3487
3488## Step 2: Rate and details
3489
3490Review the resolved rate, tick any add-on sessions, and complete the required registration details. When the event includes the free-membership offer and the person is eligible, a **Join free** toggle applies the member rate. Price overrides are available and require a reason.
3491
3492## Step 3: Payment
3493
3494Check the prefilled payer name and receipt email (edit them if someone else is paying), then enter the card details. The desk uses keyed card entry only â saved cards and wallet buttons are not offered on a shared device. A zero-dollar registration needs no card.
3495
3496## After payment
3497
3498Receipt and confirmation emails are sent automatically and connected events sync to the event app. Choose **Next walk-in** to reset the desk for the next person, keeping the same event.
3499
3500If a rate, availability, or the offer changes between quoting and payment, the desk shows what changed â review the updated details before continuing. If a payment attempt is still processing, let the desk resolve it before starting another.`},{id:"60",slug:"phone-order-payments-and-refunds",title:"Payments, Failures, and Refunds for Phone Orders",category:"commerce",summary:"What each payment outcome means in the Add Registrations wizard â declined cards, failure messages, and how refunds work for batch registrations.",keywords:["phone order","declined","failed","refund","batch","bulk","payment","error","charge","receipt"],order:7,content:`This article covers what happens when a phone-order (bulk registration) payment doesn't go smoothly, and how refunds work for batch registrations. For the registration flow itself, see **Registering Members by Phone**.
3501
3502## Payment Outcomes
3503
3504**Paid** â The charge succeeded. All registrations in the batch are confirmed, confirmation emails and the receipt are sent, and the registrants appear in the event's list.
3505
3506**Card declined** â No one was registered and nothing was charged. Ask the caller for a different card and submit again â the wizard keeps the batch you built, so you won't re-enter anything.
3507
3508**Processing** â Some payments (rarely) take a moment to settle. The wizard waits and updates automatically; leave it open until it resolves.
3509
3510## Failure Messages Explained
3511
3512If something goes wrong between the charge and the registrations being created (for example, the last seat was taken while the card was processing), the system automatically refunds the charge. The wizard tells you exactly where things stand:
3513
3514- **"Payment was refunded â no one was registered"** â The charge was made and then fully refunded automatically. The caller's card will show the charge and the refund. Safe to try again once the underlying issue (like capacity) is resolved.
3515- **"Registration failed â the refund is still processing; verify in Stripe before re-charging"** â The automatic refund hasn't settled yet. **Do not charge the card again** until you've confirmed in Stripe that the refund went through â otherwise the caller could briefly be charged twice.
3516- **"The payment was refunded/disputed before completion â no one was registered"** â The payment was reversed (refunded or disputed) before registrations could be created. No one was registered; nothing further is owed.
3517
3518An every-few-minutes background check also watches for stuck payments and resolves them automatically, so an abandoned or interrupted attempt cleans itself up even if no one returns to the wizard.
3519
3520## Refunding a Batch Registration
3521
3522Each registration in a batch has its own payment line, so refunds work per person:
3523
35241. Go to **Payments** and find the payment (each line shows the registrant's name).
35252. Click **Refund** and enter the amount (full or partial) and a reason.
35263. A **full refund automatically cancels that person's registration**, frees their seat, removes them from the event app (if connected), and sends them a cancellation notice. The payer receives a refund notification.
3527
3528Refunding one registrant does not affect the others in the batch â their registrations and payments stand.
3529
3530To refund an entire batch, refund each payment line. When every line is refunded, the order shows as fully refunded.
3531
3532## Receipts and the Payer
3533
3534The receipt goes to the payer email entered at checkout (or the saved-card member's email). It lists every registration in the batch with amounts. Registrants get their own confirmation emails; only the payer gets the receipt.
3535
3536## Common Questions
3537
3538**The caller says they were charged but I don't see registrations.** Reopen the Add Registrations wizard for that event â it will find the unfinished attempt and complete it (or show you its true status). Don't start a new batch until it resolves.
3539
3540**Can I use one member's saved card to pay for other people?** Yes â that's the card-on-file option. You must check the authorization box confirming the cardholder gave permission; this is recorded in the audit log.
3541
3542**Can I mix free and paid registrations in one batch?** Yes. Comp individual lines to $0 with a reason; the card is only charged the remaining total. A fully-comped batch skips the card entirely.`},{id:"61",slug:"quickbooks-sync-overview",title:"QuickBooks sync overview",category:"integrations",summary:"How the nightly QuickBooks sync posts your Str

3542ipe activity â receipts, fees, refunds, disputes, and payouts â and where each piece lands.",keywords:["quickbooks","qbo","accounting","sync","stripe","sales receipt","refund","dispute","payout","clearing","fee","nightly","bookkeeping","ledger"],order:15,content:`The QuickBooks integration posts your society's Stripe activity into QuickBooks Online automatically, so your books stay current without hand-entry. It replaces third-party sync services with a first-party pipeline that AMS owns end to end.
3543
3544## Who can use it
3545
3546QuickBooks sync is a **platform-admin** feature. It lives under **Platform admin â Societies â [society] â Settings â Integrations**, with a dedicated sync-status page and configuration page for each connected society. Society admins do not see it.
3547
3548## When it runs
3549
3550- **Nightly sync â 2:35 AM ET.** Every night the sync sweeps the day's owned Stripe balance movements and posts a document in QuickBooks for each one.
3551- **Monthly tie-out â the 3rd of the month at 3:20 AM ET.** A completeness check that proves Stripe, the sync's own ledger, and QuickBooks all agree for the prior month. See **The monthly tie-out**.
3552
3553You can also run either on demand from the sync page with **Run sync now** or **Run tie-out**.
3554
3555## What posts, and where it lands
3556
3557Money that comes in through Stripe never lands directly in your checking account in the books â it lands in a **clearing account** first (where Stripe holds it until a payout), then moves to checking when Stripe actually pays you out. The sync mirrors that reality:
3558
3559- **Sales receipt** â one per Stripe charge. It is deposited **net** to the clearing account, with the Stripe processing fee as a **negative line** on the same receipt (and a promo discount, if any, as a second negative line). The receipt total equals what actually settled: gross minus the fee.
3560- **Refund receipt** â one per refund, for the **full refund amount**. Stripe does not return the processing fee when you refund a charge, so the fee stays booked as a cost â the refund receipt reverses the sale, not the fee. See the FAQ for why a full refund can leave a small balance behind.
3561- **Dispute journal entry** â when a charge is disputed (a chargeback), a journal entry books the money leaving your balance to the chargeback expense account.
3562- **Payout transfer** â when Stripe pays out to your bank, a transfer moves that amount from the clearing account to your checking account, matching the deposit your bank feed will show.
3563
3564## Items pick the account, classes pick the reporting
3565
3566Two QuickBooks concepts decide how each line is booked:
3567
3568- **Items** (Products/Services) decide **which account** a line hits. A revenue line uses the item mapped to its category, so its income posts to whatever income account that item points at. The fee line uses a fee item that points at the fee expense account â that is how a negative amount on the receipt lands as an expense.
3569- **Classes** are an **orthogonal reporting dimension**. Every line carries a class, so you can slice revenue and expense by program, chapter, or fund in QuickBooks reports without changing which account the money hits.
3570
3571You choose default items and classes once, and override them per category where you need to. See **Accounts, items, and default mappings** and **Category mappings**.
3572
3573## Getting started
3574
35751. Connect the society's QuickBooks company â see **Connecting QuickBooks**.
35762. Configure accounts, default items/classes, and category mappings â see **Accounts, items, and default mappings**.
35773. Turn on **Sync enabled** once the opening balance is verified.
35784. Watch the first nightly runs and the first monthly tie-out on the sync page â see **Reading the sync page**.`},{id:"62",slug:"quickbooks-connecting",title:"Connecting QuickBooks",category:"integrations",summary:"Connect a society to its QuickBooks company: use a desktop browser, sign in as a company admin, and pass the class-tracking check.",keywords:["quickbooks","qbo","connect","oauth","intuit","authorize","class tracking","reconnect","disconnect","company","realm","integration"],order:16,content:`Connecting binds one society to one QuickBooks Online company. Do this from a platform-admin session, on a desktop.
3579
3580## Connect from a desktop browser
3581
3582**Use a desktop or laptop browser â not a phone.** Intuit's sign-in page misbehaves inside phone browsers (the login gets intercepted by the QuickBooks mobile app's universal links and never completes), so the authorization silently fails. Start the connect from a real computer.
3583
35841. Go to **Platform admin â Societies**, open the society, choose **Settings**, and switch to the **Integrations** tab.
35852. On the **QuickBooks** card, click **Connect**.
35863. You are redirected to Intuit. **Sign in as a QuickBooks company administrator** and choose the company to connect. A non-admin login can authorize but will not have the permissions the sync needs.
35874. On return, the card shows **Connected** and a banner reads "QuickBooks connected â Configure accounts and mappings below, then enable sync."
3588
3589If the authorization is declined or expires, you land back with a short explanation and can simply connect again.
3590
3591## Turn on class tracking first
3592
3593Every line the sync posts carries a QuickBooks class, so the company must have **class tracking turned on, per transaction line**. This needs a **QuickBooks Online Plus or Advanced** plan. In QuickBooks: **Settings â Account and settings â Advanced â Categories** â turn on **Track classes**, and set **Assign classes** to **one to each row in transaction**.
3594
3595The configuration page runs a **class-tracking preflight** and will not let you finish setup until this passes. If it fails, turn class tracking on in QuickBooks, then reconnect.
3596
3597## One company per society
3598
3599A society is bound to the single QuickBooks company you connect. If the society already has documents synced to one company and you try to connect a **different** company, the connect is blocked ("This society already has synced records tied to a different QuickBooks company") â this protects your posted books from being re-pointed at the wrong company. Switching a live society to a different QuickBooks company is a supported-by-request process, not a self-service button; contact support.
3600
3601## Reconnecting after a broken connection
3602
3603QuickBooks access can lapse (an expired authorization, a revoked token). When that happens the card shows **Connection broken** with the reason, and syncing pauses. Click **Reconnect** on the QuickBooks card to restore access â **your configuration is preserved**; you are only re-authorizing.
3604
3605## Disconnecting
3606
3607Disconnecting is available from the QuickBooks card. It stops syncing and clears the stored QuickBooks credentials. Your accounts, mappings, and the sync ledger stay intact, so reconnecting the **same** company later resumes where you left off.`},{id:"63",slug:"quickbooks-accounts-and-mappings",title:"Accounts, items, and default mappings",category:"integrations",summary:"Set the clearing, checking, fee, and dispute accounts, plus the default items and classes the sync falls back to for every line.",keywords:["quickbooks","qbo","configuration","clearing account","checking","fee item","fee expense","dispute account","discount item","default item","class","mapping","posting mode"],order:17,content:`The QuickBooks **configuration** page has three tabs: **Accounts & connection**, **Default mappings**, and **Category mappings**. This article covers the first two â the accounts money moves through, and the default item and class every line falls back to. (Per-category overrides live on the third tab â see **Category mappings**.)
3608
3609Reach it from the sync page's **Configuration** button, or from the QuickBooks card's manage action. Every dropdown is populated live from your QuickBooks chart of accounts, item list, and class list. Click **Save** on each tab to store its changes.
3610
3611## Accounts & connection tab
3612
3613**Posting mode** â how the Stripe fee is recorded. **Primary** posts the fee as a negative line on the sales receipt itself; this is the normal mode and matches how most societies already keep their books. Fallback posts the fee as a separate expense instead. This is set during setup and generally left as configured â changing it only affects charges that sync **after** the change.
3614
3615The account fields:
3616
3617- **Clearing account** â the account Stripe money lands in until it is paid out. Pick a **Bank** or **Other Current Asset** account (many societies call it "Stripe Clearing"). Every sales receipt deposits here, every refund comes back out of here, and every payout transfers out of here to checking.
3618- **Checking account** â the **Bank** account Stripe actually pays out to. Payout transfers move money from clearing into this account, matching your bank feed.
3619- **Fee expense account** â an **Expense** account for Stripe processing fees. It is always required: dispute journal entries debit it too.
3620- **Dispute account** â an **Expense** account for chargeback losses, debited by dispute journal entries.
3621
3622The tab also holds the cutover fields (the moment your previous sync service stopped, and the last payout it posted). These are set once during cutover and should not be changed afterward â see the cutover runbook before touching them.
3623
3624## Default mappings tab
3625
3626These are the item and class the sync uses for any line that has no more-specific category override.
3627

3628- **Fee item** (Primary mode) â the QuickBooks Product/Service item used for the negative fee line. **Point it at the fee expense account.** That is the trick that makes a negative amount on a sales receipt land as an expense: the line uses an item, but the item routes the money to the fee account.
3629- **Discount item** â the item used for promo-discount lines.
3630- **Default item** â the fallback item for any revenue line whose category is not mapped. Its income account is where unmapped revenue lands, so choose a sensible catch-all.
3631- **Fee class**, **Discount class**, **Default class** â the classes attached to fee lines, discount lines, and any line with no category-specific class. Every posted line carries a class, so these are how unmapped activity still shows up in your class-based reports.
3632
3633### Adding a class without leaving the page
3634
3635If you need a class that does not exist yet, use **+ Add class** beneath any class dropdown. It creates the class in QuickBooks and selects it immediately, so you do not have to switch over to QuickBooks and come back.
3636
3637Fallback mode adds one more field, **Discount account**, an income account for promo-discount lines (fallback records discounts against an account rather than an item).`},{id:"64",slug:"quickbooks-category-mappings",title:"Category mappings",category:"integrations",summary:"Route specific events, products, campaigns, and dues to their own QuickBooks item and class â including per-event classes and the (no category) buckets.",keywords:["quickbooks","qbo","category","mapping","item","class","event","product","campaign","donation","dues","historical","no category","reporting"],order:18,content:`Category mappings let you route revenue to a specific QuickBooks item and class instead of the defaults â for example, sending each conference's registration income to its own item and class. They live on the **Category mappings** tab of the QuickBooks configuration page.
3638
3639## How a category becomes a row
3640
36411. **Give the source a QuickBooks category.** On an event, product, or campaign's edit form, set its QuickBooks category value.
36422. **After the next sync, it appears in the table.** Each distinct category shows up as a row with a **Type** tag (Events, Products, Donations, or Dues) telling you where it came from.
36433. **Map it.** In that row, choose an **Item** and a **Class**. Rows you leave on **"Use default"** fall back to the default item and class from the **Default mappings** tab, as the footer note under the table reminds you: "Rows left on 'Use default' fall back to the default item and class above at sync time."
3644
3645Because the item decides the account and the class is an independent reporting dimension, a common pattern is to give every event of a program the **same item** (so revenue books to one income account) but a **per-event class** (so each event reports separately).
3646
3647## The (no category) buckets
3648
3649Some rows are built in and always present:
3650
3651- **Membership dues** â the catch-all for non-commerce dues payments.
3652- **Events (no category)**, **Products (no category)**, **Donations (no category)** â where activity lands when its source has **no** QuickBooks category assigned. If an event shows up here, it simply has no category set. Give that event its own category value and it will get its own row on the next sync.
3653
3654## Historical rows
3655
3656A category tagged **Historical** is no longer attached to any live event, product, or campaign, but is kept because **past sales still reference it**. You cannot delete these â they preserve the mapping that older receipts were booked under. Use the **Historical** filter to find them.
3657
3658## Finding your way around the table
3659
3660- **Filter chips** â **All**, **Events**, **Products**, **Donations**, **Dues**, **Historical** â narrow the table to one type.
3661- **Search** matches on the category value.
3662
3663## Mappings never rewrite already-sold revenue
3664
3665Changing a mapping only affects **future** sales. When a purchase is made, AMS snapshots the category and its item/class onto that order, so a receipt always posts under the mapping that was in effect **at the time of sale**. Re-mapping a category tomorrow does not reach back and re-book yesterday's receipts.`},{id:"65",slug:"quickbooks-reading-the-sync-page",title:"Reading the sync page",category:"integrations",summary:"Understand the sync page: the live current-state cards, the Ledger tab of every document, the Activity audit trail, and what each status means.",keywords:["quickbooks","qbo","sync status","ledger","activity","audit","needs attention","synced","failed","needs review","skipped","status","documents"],order:19,content:`The QuickBooks **sync** page (**Platform admin â Societies â [society] â Settings â Integrations â QuickBooks**, then the sync-status view) reads like an operations console. It answers two different questions in three places: what needs you **right now**, the full history of **every document**, and **who did what**.
3666
3667## Current-state cards â live, right now
3668
3669The four cards at the top always reflect the current live state, not the last run:
3670
3671- **Needs attention** â how many documents the sync could not finish on its own (failed or held for review). "All clear" when it is zero, "Needs a look" otherwise.
3672- **Open tie-out flags** â unresolved discrepancies from the monthly tie-out. Links to the tie-out section below.
3673- **Documents in QuickBooks** â the all-time count of documents the sync has posted, plus the total dollars posted ("... posted all-time"). This is the scoreboard for success.
3674- **Next scheduled runs** â when the nightly sync and monthly tie-out will next run on their own.
3675
3676## Ledger tab â every document
3677
3678The **Ledger** tab lists **every** document the sync owns â successes included, not just problems. A receipt that synced cleanly stays here as a row; it does not vanish. Columns:
3679
3680- **Type** â sales receipt, refund receipt, dispute journal entry, transfer, or purchase.
3681- **Source** â the Stripe id the document came from.
3682- **Amount** â the document total.
3683- **Status** â see below.

3684- **QuickBooks ref** â the document's reference number in QuickBooks, so you can find it there.
3685- **Last event** â the row's story: **"Auto-synced"** for a clean nightly post, **"Force-retried â synced"** (and when) for a hand-recovered one, or the last error/skip reason for one still waiting.
3686
3687Use the filter chips â **All**, **Needs attention**, **Synced**, **Skipped** â and the search box ("Search source or referenceâ¦") to narrow the list. Recovery actions appear only on the rows that need them; see **Fixing sync problems**.
3688
3689### What each status means
3690
3691- **Synced** (green) â posted to QuickBooks successfully. Done.
3692- **Failed** (red) â the sync tried and could not post it. It needs a look; a background retry may also pick it up.
3693- **Needs review** (amber) â posted, but something does not line up (for example the document's total no longer matches), so it is held for a human.
3694- **Skipped** (muted) â intentionally not posted (out of the sync's domain â for example a movement from before your cutover date).
3695
3696## Activity tab â who did what
3697
3698The **Activity** tab is the audit trail for this integration: every connect, configuration save, enable/disable, sync run, force-retry, and tie-out action, each with **who** (a person's name, or "Scheduled" for an automated run) and **when**. Detail text wraps fully and is never truncated, so you can read and copy the whole thing. It shows the newest 50 actions and shows the newest 50 QuickBooks actions; the complete history lives on the Audit logs page.
3699
3700## Where things go when you resolve them
3701
3702Resolving a problem moves it out of your way. A failed row you recover flips to **Synced** and shows its QuickBooks reference. A tie-out flag you acknowledge or resolve **leaves the open list** â the record of it lives on in the **Activity** tab and the audit log. The current-state cards drop the count accordingly.`},{id:"66",slug:"quickbooks-fixing-sync-problems",title:"Fixing sync problems",category:"integrations",summary:"Recover a failed or held document: force retry, point at an existing QuickBooks document, or mark it resolved outside QuickBooks.",keywords:["quickbooks","qbo","failed","needs review","force retry","mark resolved","recovery","point at document","reference number","re-snapshot","parent drift","refund","troubleshoot"],order:20,content:`When a document shows **Failed** or **Needs review** on the Ledger tab, the row carries the actions that can clear it. Every action is confirmed in a short dialog with a required **Resolution note**, and the sync re-checks everything on its side before it does anything.
3703
3704## Force retry â the safe first move
3705
3706**Force retry** re-runs the record now. It is **idempotent**: a record that already created a QuickBooks document is re-checked against that document rather than posting a second one, so a retry **never double-posts**. Reach for this first for a transient failure (QuickBooks briefly unreachable, a token that has since refreshed). If the underlying cause is gone, the row flips to **Synced** and shows its QuickBooks reference.
3707
3708## Point at an existing QuickBooks document
3709
3710Use **Mark resolved â Point at an existing QuickBooks document** when the document already exists in QuickBooks â someone entered it by hand, or it posted during a crash before AMS recorded it. You give the document's **reference number** (the "NO." shown on the transaction in QuickBooks, on the document itself and in every transaction list). The sync **verifies** that the document really matches before it links it. If verification rejects your reference, that is the protection working â it means the document you pointed at does not match this record; double-check the reference rather than forcing it. (Transfers have no reference number in QuickBooks; a transfer that already carries a stored document is re-verified against that stored document instead.)
3711
3712## Resolved outside QuickBooks
3713
3714Use **Mark resolved â Resolved outside QuickBooks** when there is **no** QuickBooks document to point at and there never will be â the movement was handled some other way and this record should simply be closed. This links no document; it just marks the record done. It is only offered when the record

3714is not already tied to a QuickBooks document.
3715
3716## Re-snapshot parent â for a refund blocked by an edited receipt
3717
3718If a refund is held for review because **its original sales receipt was edited in QuickBooks after it posted**, the row offers **Re-snapshot parent**. The refund cannot mirror a receipt it no longer recognizes. Re-snapshot parent re-reads the receipt as it stands now and **adopts** the edit; then you **Force retry** the refund and it posts against the updated receipt.
3719
3720## When to wait, and when to act
3721
3722- **Transient failures** (QuickBooks unreachable, a token refreshing) often clear themselves â a background retry re-attempts failed rows, and the nightly run tries again. A quick **Force retry** is safe if you do not want to wait.
3723- **Held for review** (an edited receipt, a total that no longer matches) needs a person â the sync deliberately will not guess. Use the row's specific action above.
3724- If an action reports the connection is broken, **Reconnect** from the QuickBooks card first (see **Connecting QuickBooks**), then retry â recovery actions that touch QuickBooks are disabled while the connection is down.`},{id:"67",slug:"quickbooks-monthly-tie-out",title:"The monthly tie-out",category:"integrations",summary:"The monthly check that proves Stripe, the sync ledger, and QuickBooks agree â reading the verdict, the three checks, and resolving each flag.",keywords:["quickbooks","qbo","tie-out","tieout","reconciliation","variance","clearing","flag","missing in ledger","missing in quickbooks","total mismatch","unhandled category","acknowledge","month"],content:`The monthly tie-out is the safety net that proves nothing fell through the cracks. It checks that three sources agree for a given month: **Stripe** (what actually moved), the **sync's own ledger** (what AMS thinks it posted), and **QuickBooks** (what is really there). It runs automatically on the 3rd of each month, or on demand from the sync page.
3725
3726## Running one
3727
3728The **Run tie-out** control in the page header has a month picker joined to it. It defaults to the **last completed month** and cannot go earlier than your cutover month â a tie-out only covers full months after cutover. Pick a month and click **Run tie-out**. (If you try a month before cutover you will see "Run a tie-out only for months after the cutover date.")
3729
3730## The verdict
3731
3732The result reads like a verdict â one badge with the number a treasurer cares about:
3733
3734- **"Books agree â variance $0.00"** â everything reconciles.
3735- **"Needs attention â variance $X"** â there is a discrepancy to work.
3736- **"Tie-out incomplete â N checks could not run"** â a check was skipped (its reason is shown on the leg below).
3737
3738## The three checks
3739
3740Below the verdict, three legs report in plain language:
3741
3742- **Stripe â ledger** â every Stripe movement AMS owns (charge, refund, dispute, or payout) has a matching document in the sync ledger. Nothing owned is missing.
3743- **Ledger â QuickBooks** â every document the sync posted still exists in QuickBooks with the expected total. This one re-checks **all** synced documents, not just the month's, so it catches a document edited or deleted in QuickBooks long after it posted.
3744- **Clearing account** â the net movement through the clearing account that Stripe implies matches what QuickBooks actually shows. This is the dollars-level proof.
3745
3746A skipped leg shows its reason in words (for example, "the cutover isn't midnight-aligned, so the clearing window is ambiguous") rather than a bare code.
3747
3748## Flags and what to do with each
3749
3750Anything that does not reconcile becomes an **open flag** in the table below, each with its own resolution action:
3751
3752- **Missing from ledger** â Stripe shows a movement with no document. Use **Resolve** and tell the tie-out how each expected document was handled (point at the QuickBooks document that covers it, or mark it resolved outside QuickBooks). Do **not** simply acknowledge a missing-from-ledger flag â each missing document must actually be resolved.
3753- **Missing in QuickBooks** â AMS has a record for a document that no longer exists in QuickBooks (often deleted during cleanup). **Point at document** if the movement was re-posted under a different reference, **Convert to external** if a manual QuickBooks entry now covers it, or **Acknowledge** only if this was an expected, already-accounted-for outcome.
3754- **Total mismatch in QuickBooks** â the document AMS posted was edited in QuickBooks and no longer matches. Fix the document in QuickBooks to match AMS's record (the source of truth), then **Acknowledge**.
3755- **Unhandled category** / **Clearing variance** â a movement of a kind the sync does not auto-post, or a dollars-level gap. Investigate, book whatever is needed in QuickBooks by hand, then **Acknowledge** with a note of what you did.
3756
3757## Acknowledged flags come back if they are not really fixed
3758
3759Acknowledging or resolving a flag removes it from the open list, and the audit log records it. But acknowledging does not change any books â so if the underlying discrepancy is still there next month, the tie-out **flags it again**. A flag only stays gone once the real cause is resolved.
3760
3761## A worked example: a full refund leaves the fee behind
3762
3763Say a $400 registration is sold with an $11.90 Stripe fee, then fully refunded. The sale deposited $388.10 net to clearing; the refund took the full $400 back out. Clearing is now at **â$11.90** â the processing fee Stripe kept and never returned. That is **correct**: the fee is a real cost your society paid, and the clearing check will show that â$11.90 as expected movement matching QuickBooks, variance $0.00. A full refund is never quite "back to zero," and the tie-out proves the leftover is exactly the unreturned fee.`,order:21},{id:"68",slug:"quickbooks-faq",title:"QuickBooks sync FAQ",category:"integrations",summary:"Answers to the common questions: full-amount refunds, records that seem to disappear, acknowledged flags, phone connects, tie-out months, and (no category) events.",keywords:["quickbooks","qbo","faq","refund full amount","fee","disappeared","ledger","acknowledged flag","phone connect","desktop","tie-out month","no category","questions"],order:22,content:`Common questions from live use of the QuickBooks sync.
3764
3765## Why did my refund post for the full amount?
3766
3767Because the processing fee is not returned. When you refund a Stripe charge, Stripe gives back the full amount to the customer but keeps its original processing fee. So the refund receipt reverses the **full** sale, while the fee stays booked as the cost it always was. Your books show the truth: you received the net, paid the fee, and refunded the whole charge. A fully-refunded sale therefore leaves the fee behind in clearing â see the worked example in **The monthly tie-out**.
3768
3769## A record synced and then disappeared from the list â where did it go?
3770
3771Nowhere â you were probably looking at a filtered view. The **Ledger** tab shows **every** document, successes included; a synced receipt stays there as a row with its QuickBooks reference. The **current-state cards** and the **Needs attention** filter only ever show what needs you, so a document leaves those views the moment it succeeds. Switch the Ledger filter to **All** (or **Synced**) and it is right there.
3772
3773## I acknowledged a flag and it vanished â is that a problem?
3774
3775No. Acknowledging or resolving a tie-out flag removes it from the **open** list on purpose â that list is meant to show only unfinished work. The record of what you did lives on in the **Activity** tab and the full audit log (who acknowledged it, when, and your note). Note that acknowledging does not change your books, so if the real discrepancy is still there, next month's tie-out will flag it again.
3776
3777## The connect fails on my phone â why?
3778
3779Connect QuickBooks from a **desktop or laptop browser**, not a phone. On phones, Intuit's sign-in gets intercepted by the QuickBooks mobile app and never finishes the authorization, so the connect silently fails. On a real computer it completes normally. See **Connecting QuickBooks**.
3780
3781## Can I run a tie-out for any month?
3782
3783Only for **completed** months **after your cutover date**. The tie-out proves a full month reconciled, so it will not run for the current in-progress month or for anything before cutover â if you try, you will see "Run a tie-out only for months after the cutover date." Use the month picker beside **Run tie-out**; it defaults to the last completed month and stops at your cutover month.
3784
3785## Why does an event say "(no category)"?
3786
3787Because that event has no QuickBooks category assigned, so its revenue falls into the **Events (no category)** bucket â the cat

3787ch-all that keeps unassigned event income posting to your defaults. To give the event its own item and class, set a QuickBooks category on the event's edit form; after the next sync it appears as its own row on the **Category mappings** tab. See **Category mappings**.`},{id:"69",slug:"exporting-event-registrations",title:"Exporting Event Registrations",category:"commerce",summary:"Download an event roster as CSV with a column picker â profile, contact, faculty, registration dates, and every form answer.",keywords:["export","csv","registrations","roster","attendees","download","faculty","registration date","columns"],order:5,content:`Download a complete roster for any event, choosing exactly the columns you need.
3788
3789## Where to Find It
3790
37911. Go to **Events** (under the Commerce group)
37922. Click the **registrations icon** on an event to open its Registration quickview
37933. Click **Export CSV** in the dialog header
3794
3795You can also reach this same picker from the [Event dashboard](/help/event-dashboard) â click the
3796event's name, then **Export â Registrations CSV**.
3797
3798Each registration row in the dialog also shows **when the person registered** â the same
3799timestamp exported in the "registered_at" column.
3800
3801## Choosing Columns
3802
3803The picker opens with **every column selected**, so clicking straight through to
3804**Download CSV** gives the full export. Uncheck anything you don't need â the counter at the
3805bottom shows how many columns are in.
3806
3807- **All Â· None** links select or clear a whole group at once
3808- Column order in the file is always the same, regardless of what you pick
3809- The Download button stays disabled while the event's form is loading and whenever no
3810  columns are selected
3811
3812## Column Reference
3813
3814### Attendee
3815
3816| Column | What it holds |
3817|--------|---------------|
3818| First name, Last name, Email | From the member profile (or the guest checkout details) |
3819| Organization, City, State | From the member profile â blank for guests |
3820| Member type, Member status | Membership type name and current status |
3821| Faculty | **Yes/No from the member's faculty tag** â see the note below |
3822| Registered at | When the registration was created (the true registration time) |
3823| Registration status | Confirmed, cancelled, etc. â the export includes every status |
3824| Price paid | What this registration was charged |
3825| Guest | Yes for guest checkouts that aren't linked to a member record |
3826
3827### Contact details
3828
3829Phone, address lines, postal code, and country as entered on the **checkout contact step** â
3830useful when the registration address differs from the member profile (blank when the wizard
3831didn't collect them).
3832
3833### Form answers
3834
3835One column per question on the event's registration form â **all** questions, including ones
3836that aren't synced to the event app. **Other stored answers** sweeps in responses whose
3837question was later renamed or removed from the form, so form answers survive form edits.
3838(Internal checkout bookkeeping outside the curated contact fields is deliberately not
3839exported.)
3840
3841## Faculty Column vs. Event App Faculty
3842
3843The **Faculty** column here reflects the member-level *faculty tag* in Korevera â it says
3844"this person is on the faculty roster," society-wide.
3845
3846For **per-event** faculty status and the *type* of faculty (Speaker, Moderator, Course
3847Director, Panelistâ¦), use the **event app's** Attendees export instead â its "faculty" and
3848"facultyroles" columns come from that event's engagement records.
3849
3850## Good to Know
3851
3852- The export covers **one event at a time** â a parent event and its child events each export
3853  their own roster
3854- Cancelled registrations are included (filter by the Registration status column in your
3855  spreadsheet)
3856- Exports are limited to 5 per minute and are recorded in the audit log
3857`},{id:"70",slug:"event-dashboard",title:"Event dashboard",category:"commerce",summary:"The per-event stats page â registrations, net revenue, refunds, membership wins, weekly booking pace, registrant mix, event-app sync, and four CSV exports.",keywords:["dashboard","event stats","registrations","revenue","net revenue","refunds","weekly","trend","chart","child events","membership wins","registrant mi

3857x","sync","export"],order:8,content:`Every event has its own dashboard: one page showing how registrations are pacing, what the event has earned, who is signing up, and how many memberships it won.
3858
3859## Opening the Dashboard
3860
38611. Go to **Events** in the sidebar (under the Commerce group)
38622. Click the **event's name**
3863
3864Child events (workshops, labs, dinners) have dashboards of their own â open one from the Events list, or from the **Child events** table on the parent's dashboard. The back arrow returns you to Events; on a child page, the **Part ofâ¦** link takes you up to the parent.
3865
3866## The Four Stat Cards
3867
3868### Registrations
3869
3870**Confirmed registrations only** â cancelled and refunded ones are not counted. The big number is the event's **own** registrations, which on a parent event is your headcount: everyone attending an add-on is also registered for the parent, so the parent's own count is the number of actual people. The line underneath adds the capacity (when one is set) and, on parents, the family-wide record count **including sessions** â that larger figure counts one person once per session they booked.
3871
3872### Net revenue
3873
3874What the event has actually collected: everything booked, minus everything refunded, minus **comped** registrations â bookings fully covered by a promo code where no money ever changed hands. The smaller line underneath shows **gross booked** (the total at booked prices) and, when there are any, the comped amount, so the gap between gross and net is always explained by refunds plus comps.
3875
3876These figures are cash-accurate for full comps, with one caveat: a *partial* promo discount (say 20% off) still shows the registration at its full booked price.
3877
3878### Refunds & cancellations
3879
3880The big number is the refunded money â this event's share of every refund (on a parent, its children's refunds included), partial refunds included. The line underneath says where it came from: how many payments were refunded and how many of those were partial, plus any registrations refunded offline (money handled outside the card processor) and any cancellations. Someone who got $25 back on a $200 ticket is still a confirmed registrant (they still count under Registrations), and their $25 shows here labelled as a partial refund.
3881
3882### Membership wins
3883
3884Memberships the event brought in: free-membership offers claimed at registration, plus dues renewals paid alongside an event checkout. The line underneath splits the two and shows the renewal dollars. Refunding someone's ticket later does **not** take a win back â they still became, or stayed, a member.
3885
3886## Registrations Over Time
3887
3888The chart is labelled **Bookings by week â includes later cancellations**, and that label is the whole story. Bars are how many people registered during each week; the line is the running total. Weeks start on Monday, in the event's own time zone.
3889
3890It is a *booking pace* chart, so it never rewrites history: a registration that was later cancelled or refunded still appears in the week it was booked. That is why **the chart'

3890s total can be higher than the Registrations card** â the card counts who is confirmed today, the chart counts who signed up back then.
3891
3892Use the chart to see when your promotion landed. Use the cards for where things stand now.
3893
3894## Registrant Mix
3895
3896Who the event is drawing, counted as **people rather than rows**. A parent event's mix covers the parent's own registrations only, so someone who also booked two workshops isn't counted three times.
3897
3898Member registrants are broken down **one row per membership type** (Physician, Resident, â¦), sorted by count; members without a membership type are grouped under *No membership type*. Below the divider sit the two non-member rows:
3899
3900| Bucket | Who's in it |
3901|--------|-------------|
3902| Non-members | People registered at a non-member rate, or on a non-member record |
3903| Guests | Registrations not tied to a member record at all |
3904
3905Everything is read **as of right now**, not as of the day someone registered â a registrant's row reflects their current membership type, and lapsed or expired members still count under their type.
3906
3907## Event App Sync
3908
3909This card only appears when the event (or one of its children) is connected to the event app. It reports how attendees are being delivered:
3910
3911- **Pushed** â the attendee is in the event app
3912- **Pending** â queued but not sent yet; a background job keeps retrying
3913- **Failed** â the push errored, with the reason listed underneath
3914
3915Each failed row has a **Retry** button. Click it to send that person again â on success the row disappears and the counts update. Child events that are intentionally not connected to the event app contribute nothing to these numbers.
3916
3917## Child Events
3918
3919Parent events get a table of their add-ons: date, registered count against capacity, and gross and net revenue for each. Click any name to open that child's dashboard.
3920
3921The parent's **money** cards (revenue, refunds) already include every child, so never add a parent's dollar totals to its children's â you'd count the same money twice. The **Registrations** card is different: its big number is the parent's own headcount and does *not* include the child rows (the "incl. sessions" figure underneath does). The Financial summary CSV's Total row likewise sums registration *records* across the family, not people.
3922
3923## Registration Quickview
3924
3925The **Registration quickview** button opens the same list you get from the Events page: each person's name, email, city and state, when they registered, what they paid, their registration status, and their event-app push state (with a retry button on failures). You can also **Add registrations** from here â see [Registering Members by Phone](/help/registering-members-by-phone).
3926
3927It is a quick look, not the full record. **Full contact details â phone, address, postal code, country, and organization â are in the CSV export**, not on screen.
3928
3929On a parent event the quickview shows the parent's own registrations only; each child's list lives on that child's dashboard.
3930
3931## The Export Menu
3932
3933**Export** in the page header offers four files:
3934
3935| Export | What you get |
3936|--------|--------------|
3937| **Registrations CSV** | The attendee roster, with a column picker. Parent events get an **Include child add-on events** checkbox that merges the whole family into one file with an extra *Event* column. See [Exporting Event Registrations](/help/exporting-event-registrations). |
3938| **Weekly registrations CSV** | One row per week â new registrations, running total, revenue, running revenue. The chart as a spreadsheet. |
3939| **Financial summary CSV** | One row per event in the family (parent first, then children) â registrations, gross, refunded, comped, net â plus a Total row. |
3940| **Membership wins CSV** | One row per membership won â who, whether it was an offer or a renewal, the membership type, the amount, and the date. |
3941
3942Exports are limited to 5 per minute and every one is recorded in the audit log.
3943
3944## Good to Know
3945
3946- The dashboard is **admin-only** â members never see it
3947- A brand-new event shows zeros and an empty chart; nothing is broken
3948- Figures come straight from your live data â reload the page after taking a payment or issuing a refund to see it reflected
3949- A parent's revenue figures roll up its children, so parent and child dashboards overlap on purpose; headcount does not roll up â the parent's Registrations number already represents the people attending the whole family
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3950ame," to resubscribe."]})]})]})})}function qd(t){const[s,a]=o.useState({url:null,shape:"unknown"});return o.useEffect(()=>{if(!t)return;let n=!1;const r=new Image;return r.onload=()=>{if(n)return;const{naturalWidth:i,naturalHeight:l}=r,m=l?i/l:0;a({url:t,shape:m>=.85&&m<=1.15?"round":"wide"})},r.onerror=()=>{n||a({url:t,shape:"failed"})},r.src=t,()=>{n=!0}},[t]),s.url===t?s.shape:"unknown"}const i3="Manage your membership, register for events, and stay connected with your community, all in one place.",Cu=["M-40 170 C 140 90, 300 250, 470 160 S 760 70, 920 150","M-40 200 C 160 130, 330 270, 500 190 S 780 110, 920 185","M-40 230 C 180 170, 350 290, 520 220 S 800 150, 920 215","M-40 255 C 200 205, 370 300, 540 245 S 820 185, 920 240"],l3=[{className:"pl-comet stroke-[var(--login-accent)]",width:1.8,dash:"110 890"},{className:"pl-comet pl-comet-2 stroke-[var(--login-streak)]",width:1.6,dash:"80 920"},{className:"pl-comet pl-comet-3 stroke-[var(--login-accent)] 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3950k:text-orange-400"}),e.jsxs("span",{children:["Your ",t.membership_type_name," membership has ended.",t.converts_to_type_name?` Upgrade to ${t.converts_to_type_name} to maintain your benefits.`:" Contact your society for next steps."]})]}),t.status==="active"&&t.converts_to_type_name&&R&&e.jsxs("p",{className:"text-sm text-muted-foreground",children:["Your ",t.membership_type_name," membership ends"," ",Be(pt(R),"MMM d, yyyy"),".",t.converts_to_type_price!=null&&t.converts_to_type_price>0?` Upgrade to ${t.converts_to_type_name} for $${t.converts_to_type_price.toFixed(2)}/yr.`:t.converts_to_type_name?` Upgrade to ${t.converts_to_type_name} when ready.`:""]}),t.converts_to_type_id&&t.converts_to_type_name&&e.jsxs(g,{className:"bg-blue-600 font-medium text-white hover:bg-blue-700",disabled:u.isPending,onClick:()=>oe(t.converts_to_type_id,!0,"Your membership has been upgraded."),children:[e.jsx(yl,{className:"mr-2 h-4 w-4"}),u.isPending?"Processingâ¦":`Upgrade to ${t.converts_to_type_name}`]}),_e&&e.jsx("div",{className:"rounded-md bg-destructive/10 p-3 text-sm text-destructive",children:_e}),se&&e.jsx("div",{className:"rounded-md border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800 dark:border-emerald-900/60 dark:bg-emerald-950/30 dark:text-emerald-300",children:se})]})]}):e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-3",children:e.jsxs(ie,{className:"flex items-center gap-2.5",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-lg",style:{backgroundColor:"var(--portal-primary-light)",color:"var(--portal-primary)"},children:e.jsx(St,{className:"h-4 w-4"})}),"Renewal"]})}),e.jsx($,{className:"space-y-3",children:["active","grace","lapsed"].includes(t.status)&&!(t.status==="active"&&!R)?e.jsxs(e.Fragment,{children:[e.jsx("p",{className:"text-sm text-muted-foreground",children:t.status==="active"?"Renew your membership early to maintain continuous coverage.":"Your membership needs renewal. Renew now to restore your benefits."}),k&&e.jsx("div",{className:"rounded-md bg-destructive/10 p-3 text-sm text-destructive",children:k}),_&&e.jsx("div",{className:"rounded-md border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800 dark:border-emerald-900/60 dark:bg-emerald-950/30 dark:text-emerald-300",children:_}),t.auto_renew_enabled&&e.jsx("div",{className:"rounded-lg border border-border bg-muted/30 p-4",children:e.jsxs("label",{className:"flex cursor-pointer items-start gap-3",children:[e.jsx(ot,{checked:C,onCheckedChange:ke=>P(!!ke),className:"mt-0.5"}),e.jsxs("div",{children:[e.jsx("span",{className:"text-sm font-semibold tracking-tight text-foreground",children:"Auto-renew my membership"}),C?e.jsx("p",{className:"mt-1 text-sm text-muted-foreground",children:(()=>{const ke=t.price??0,ve=t.auto_renew_discount_percent??0,Ne=ke*(1-ve/100),Qe=t.projected_period_end?jj(Ps(t.projected_period_end),7):null,Oe=Qe&&vj(Qe,new Date)?Be(Qe,"MMM d, yyyy"):null;return e.jsxs(e.Fragment,{children:[ve>0&&e.jsxs(e.Fragment,{children:[e.jsxs("span",{className:"line-through",children:["$",ke.toFixed(2)]})," ",e.jsxs("span",{className:"font-semibold text-emerald-600 dark:text-emerald-400",children:["$",Ne.toFixed(2)]}),e.jsxs("span",{className:"ml-2 text-xs font-medium text-emerald-600 dark:text-emerald-400",children:["â ",ve,"% auto-renew discount"]}),e.jsx("br",{})]}),"Your card will be charged $",Ne.toFixed(2)," automatically",Oe?` around ${Oe}`:""," and around the same time each cycle after. Renewal prices may change. Turn auto-renew off anytime on this page â doing so doesn't cancel your current membership."]})})()}):e.jsx("p",{className:"mt-1 text-xs text-muted-foreground",children:"One-time renewal â you'll need to renew manually next year."})]})]})}),e.jsxs("div",{className:"flex flex-wrap gap-2",children:[e.jsx(g,{onClick:async()=>{S(""),y("");try{const ke=await i.mutateAsync(C);v(ke),j(!0)}catch(ke){S(ke?.response?.data?.detail||"Failed to start renewal. Please try again.")}},disabled:i.isPending,className:"font-medium",children:i.isPending?"Preparingâ¦":"Renew now"}),d&&e.jsx(g,{variant:"outline",onClick:async()=>{S(""),y("");try{const ke=await l.mutateAsync();y(ke.message)}catch(ke){S(ke?.response?.data?.detail||"Failed to request check renew

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This page will update automatically.",busy:!0}):u==="activated"?e.jsx(bn,{tone:"success",icon:e.jsx(Kt,{className:"h-7 w-7 text-emerald-500"}),title:"Your membership is active",body:"Thank you â your payment went through. You can now log in to your member portal.",action:e.jsx(Xi,{to:l,children:"Log in"})}):u==="processing_timeout"?e.jsx(bn,{icon:e.jsx(ea,{className:"h-6 w-6 text-slate-500"}),title:"Your payment is processing",body:"We'll email you when your membership is active. There's no need to pay again.",action:e.jsx(Xi,{to:l,children:"Go to login"})}):u==="unknown"?e.jsx(bn,{icon:e.jsx(ea,{className:"h-6 w-6 text-slate-500"}),title:"We couldn't confirm your payment status",body:"Your payment may still be going through. 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3950State(!1),x=async f=>{if(f.preventDefault(),!i||!l||!h)return;c(!0),u(null),a?.(),Mj(t,Dj(s.clientSecret));const b=await i.confirmPayment({elements:l,confirmParams:{return_url:window.location.href},redirect:"if_required"});if(b.error){if(zj(b.error)){u(b.error.message||"Payment failed"),c(!1);try{await gt.logSignupPaymentFailure(t,{member_id:s.memberId,error_code:b.error.code||void 0,decline_code:b.error.decline_code||void 0,error_message:b.error.message||void 0,payment_intent_id:b.error.payment_intent?.id||void 0})}catch{}return}n(b.error.message?`Your payment didn't go through: ${b.error.message}`:"Your payment didn't go through. Please try again.");return}if(b.paymentIntent?.status==="succeeded")try{await gt.confirmSignupPayment(t,b.paymentIntent.id,s.memberId)}catch(N){console.error("Backend confirm failed:",N)}n("Your payment wasn't completed. Please try again.")};return e.jsxs("form",{onSubmit:x,className:"space-y-5",children:[e.jsx("div",{className:"rounded-xl border-2 border-slate-200 bg-slate-50 p-4",children:e.jsxs("div",{className:"flex items-center justify-between",children:[e.jsxs("div",{children:[e.jsx("p",{className:"text-sm font-semibold text-slate-900",children:s.membershipTypeName}),e.jsx("p",{className:"text-xs text-slate-500",children:s.memberName})]}),e.jsxs("div",{className:"flex items-center gap-2",children:[e.jsx(Qt,{className:"h-4 w-4 text-slate-400"}),e.jsxs("p",{className:"text-lg font-semibold tracking-tight text-slate-900",children:["$",(s.amount/100).toFixed(2)]})]})]})}),e.jsx(hn,{onReady:()=>p(!0)}),d&&e.jsx("div",{className:"rounded-lg border border-red-200 bg-red-50 px-4 py-3 text-sm text-red-700",children:d}),e.jsxs("div",{className:`flex items-center border-t border-slate-100 pt-5 ${r?"justify-between":"justify-end"}`,children:[r&&e.jsxs(g,{type:"button",variant:"ghost",onClick:r,disabled:m,className:"text-slate-400 hover:text-slate-600",children:[e.jsx(es,{className:"mr-1.5 h-4 w-4"}),"Back"]}),e.jsx(g,{type:"submit",size:"lg",disabled:!i||!h||m,className:"signup-cta-btn w-full sm:w-auto",children:m?e.jsxs(e.Fragment,{children:[e.jsx("span",{className:"mr-2 inline-block h-4 w-4 animate-spin rounded-full border-2 border-white/30 border-t-white"}),"Processing..."]}):`Pay $${(s.amount/100).toFixed(2)}`})]})]})}const $u="h-11 w-full rounded-lg border-border bg-card pl-11 pr-10 text-sm text-foreground placeholder:text-muted-foreground focus-visible:ring-2 focus-visible:ring-blue-500/20 focus-visible:ring-offset-0 focus-visible:border-blue-400 transition-colors";function ec(t){return t.length>=8&&/[A-Z]/.test(t)&&/[a-z]/.test(t)&&/\d/.test(t)}function qu(t){return/^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(t)}function hP(t){if(!t)return{score:0,label:""};let s=0;return t.length>=8&&s++,t.length>=12&&s++,/[A-Z]/.test(t)&&/[a-z]/.test(t)&&s++,/\d/.test(t)&&s++,/[^A-Za-z0-9]/.test(t)&&s++,s<=1?{score:1,label:"Weak"}:s===2?{score:2,label:"Fair"}:s===3?{score:3,label:"Good"}:{score:4,label:"Strong"}}const pP={1:"active-weak",2:"active-fair",3:"active-good",4:"active-strong"},xP={1:"text-red-500",2:"text-amber-500",3:"text-blue-500",4:"text-emerald-500"};function gP(t){if(!t.start_date)return"";const a=new Date(t.start_date+"T00:00:00").toLocaleDateString("en-US",{month:"short",day:"numeric",year:"numeric"});if(!t.end_date||t.end_date===t.start_date)return a;const r=new Date(t.end_date+"T00:00:00").toLocaleDateString("en-US",{month:"short",day:"numeric",year:"numeric"});return`${a} â ${r}`}function dr({label:t,required:s,hint:a,children:n}){return e.jsxs("div",{className:"space-y-1.5",children:[e.jsxs(T,{className:"block text-[11px] font-semibold tracking-wide text-slate-500",children:[t,s&&e.jsx("span",{className:"ml-0.5 text-red-400",children:"*"})]}),n,a&&e.jsx("p",{className:"text-[10px] text-slate-400",children:a})]})}function el({icon:t,valid:s,trailing:a,...n}){return e.jsxs("div",{className:"premium-input-wrapper",children:[e.jsx(t,{className:"input-icon"}),e.jsx(O,{...n,className:a?`${$u} pr-16`:$u}),a&&e.jsx("div",{className:"pointer-events-none absolute right-0 top-0 flex h-full items-center pr-3",children:e.jsx("div",{className:"pointer-events-auto",children:a})}),s&&e.jsx(Kt,{className:"input-check",style:a?{right:"2.5rem"}:void 0})]})}function fP({slug:t,eventId:s,event:a}){const n=us(),r=kt(),{login:i}=ft(),{data:l,isLoading:m}=ma(t||void 0),c=yg();Ra(l?.society?.favicon_url);const[d,u]=o.useState({first_name:"",last_name:"",email:"",password:""}

3950),[h,p]=o.useState(""),[x,f]=o.useState(null),[b,N]=o.useState(""),[j,w]=o.useState(!1),[v,k]=o.useState(!1),[S,_]=o.useState(!1),[y,C]=o.useState(""),[P,A]=o.useState(null),E=o.useMemo(()=>hP(d.password),[d.password]),Q=a?.eligible_non_member_roles??l?.non_member_role_options??[],U=a?.signup_membership_types??[],D=U.length>0,K=D?U.length===1?U[0].id:b:"",xe=l?.society?.logo_url,z=xe?`${ds}${xe}`:null,ae=l?.society?.primary_color||"#1a365d",ue=Si(ae),_e=n(`/login?redirect=${encodeURIComponent(`/events/${s}`)}`),ee=d.first_name.trim().length>=1&&d.last_name.trim().length>=1&&qu(d.email)&&ec(d.password)&&(D?K!=="":h!=="")&&j&&!c.isPending,se=async le=>{if(le.preventDefault(),!(!ee||!t)){C(""),f(null),A(null);try{await c.mutateAsync({slug:t,data:{email:d.email,password:d.password,first_name:d.first_name,last_name:d.last_name,...D?{membership_type_id:K}:{declared_role_type_id:h},marketing_consent:v,auto_renew:!1}});try{await i(d.email,d.password,t)}catch{}r(n(`/events/${s}`),{replace:!0})}catch(oe){const Pe=oe?.response,M=Pe?.status,I=Pe?.data?.detail;if(M===429)C("Too many attempts. Please wait a moment and try again.");else if(M===409)I==="account_exists_pending_approval"?C("An account with this email already exists and is awaiting approval. You'll receive an email once it's approved â no need to sign up again."):I==="account_exists_payment_incomplete"?A(d.email):I==="account_exists_payment_pending"?C(cx):I==="account_exists_contact_support"?C("An account with this email already exists. Please contact the society office for help with your account."):f(d.email);else if(typeof I=="string")if(I==="free_dues_type_not_eligible_as_role"){const R=Q.find(Se=>Se.id===h)?.name??"that category",X=l?.society?.name??"the society";C(`To register as ${R}, you must first join ${X} as a member â that membership requires verification by our staff. Please choose a different option above, or sign in if you already have an account.`)}else C(I);else if(Array.isArray(I)){const R=I.map(X=>{const Se=X.msg?.replace(/^Value error, /i,"").replace(/^value is not a valid /,"Invalid ")||"Invalid field",ce=X.loc?.slice(-1)[0];return ce?`${ce.replace(/_/g," ")}: ${Se}`:Se});C(R.join(`
3951`))}else C("Signup failed. Please try again.")}}};return m?e.jsx("div",{className:"signup-page-bg flex items-center justify-center px-4",children:e.jsxs("div",{className:"w-full max-w-xl space-y-4",children:[e.jsx(Y,{className:"mx-auto h-16 w-48"}),e.jsx(Y,{className:"mx-auto h-6 w-64"}),e.jsx(Y,{className:"h-72 rounded-2xl"})]})}):l?e.jsxs("div",{className:"min-h-screen bg-background",style:ue,children:[e.jsx("div",{className:"h-1.5 w-full",style:{backgroundColor:"var(--portal-primary)"}}),e.jsx("div",{className:"signup-page-bg px-4 py-6 sm:py-10",children:e.jsxs("div",{className:"mx-auto w-full max-w-xl",children:[e.jsx("div",{className:"mb-6 text-center",children:z?e.jsx("img",{src:z,alt:l.society.name,className:"mx-auto h-12 object-contain"}):e.jsx("div",{className:"mx-auto flex h-12 w-12 items-center justify-center rounded-xl text-xl font-semibold",style:{backgroundColor:"var(--portal-primary)",color:"var(--portal-primary-fg)"},children:l.society.name.charAt(0)})}),e.jsxs("div",{className:"signup-container",children:[a&&e.jsxs("div",{className:"mb-5 space-y-1",children:[e.jsxs("h1",{className:"text-xl font-semibold tracking-tight text-slate-900",children:["Register for ",a.name]}),e.jsxs("div",{className:"flex flex-wrap items-center gap-x-3 gap-y-1 text-sm text-slate-500",children:[a.start_date&&e.jsxs("span",{className:"flex items-center gap-1.5",children:[e.jsx(Yt,{className:"h-3.5 w-3.5 shrink-0"}),gP(a)]}),(a.venue||a.location)&&e.jsxs("span",{className:"flex items-center gap-1.5",children:[e.jsx(Fa,{className:"h-3.5 w-3.5 shrink-0"}),a.venue??a.location]})]})]}),!a&&e.jsxs("div",{className:"mb-5",children:[e.jsx("h1",{className:"text-xl font-semibold tracking-tight text-slate-900",children:"Register for this event"}),e.jsx("p",{className:"mt-1 text-sm text-slate-500",children:"Create an account to complete your registration."})]}),e.jsxs("div",{className:"mb-5 flex items-center justify-between rounded-xl border-2 border-blue-100 bg-blue-50 px-4 py-3",children:[e.jsx("span",{className:"text-sm text-slate-700",children:D?"Already have an account?":`Already a ${l?.society?.name?`${l.society.name} `:""}member?`}),e.jsxs(je,{to:_e,"data-testid":"sign-in-link",className:"inline-flex items-center gap-1.5 text-sm font-semibold text-blue-600 transition-colors hover:text-blue-700",children:["Sign in",e.jsx(as,{className:"h-3.5 w-3.5"})]})]}),e.jsxs("div",{className:"relative mb-5",children:[e.jsx("div",{className:"absolute inset-0 flex items-center",children:e.jsx("div",{className:"w-full border-t border-slate-200"})}),e.jsx("div",{className:"relative flex justify-center",children:e.jsx("span",{className:"bg-card px-3 text-xs font-medium text-slate-400",children:"New here? Create an account to register"})})]}),e.jsxs("form",{onSubmit:le=>{se(le)},className:"space-y-4",noValidate:!0,children:[e.jsxs("div",{className:"grid gap-4 sm:grid-cols-2",children:[e.jsx(dr,{label:"First name",required:!0,children:e.jsx(el,{icon:kn,id:"first_name",autoComplete:"given-name",value:d.first_name,onChange:le=>u(oe=>({...oe,first_name:le.target.value})),placeholder:"Jane",required:!0,valid:d.first_name.trim().length>=1})}),e.jsx(dr,{label:"Last name",required:!0,children:e.jsx(el,{icon:kn,id:"last_name",autoComplete:"family-name",value:d.last_name,onChange:le=>u(oe=>({...oe,last_name:le.target.value})),placeholder:"Smith",required:!0,valid:d.last_name.trim().length>=1})})]}),e.jsx(dr,{label:"Email",required:!0,children:e.jsx(el,{icon:$t,id:"email",type:"email",autoComplete:"email",value:d.email,onChange:le=>{f(null),A(null),u(oe=>({...oe,email:le.target.value}))},placeholder:"[email protected]",required:!0,valid:qu(d.email)})}),e.jsxs(dr,{label:"Password",required:!0,hint:"8+ characters, uppercase, lowercase, and a number",children:[e.jsx(el,{icon:Ys,id:"password",type:S?"text":"password",autoComplete:"new-password",value:d.password,onChange:le=>u(oe=>({...oe,password:le.target.value})),placeholder:"Create a secure password",required:!0,minLength:8,valid:ec(d.password),trailing:e.jsx("button",{type:"button",onClick:()=>_(le=>!le),"aria-label":S?"Hide password":"Show password",className:"text-slate-400 transition-colors hover:text-slate-600",children:S?e.jsx(Er,{className:"h-4 w-4"}):e.jsx(ca,{className:"h-4 w-4"})})}),d.password.length>0&&e.jsxs("div",{className:"mt-2",children:[e.jsx("div",{className:"strength-meter",children:[1,2,3,4].map(le=>e.jsx("div",{className:`bar ${E.score>=le?pP[E.score]:""}`},le))}),e.jsx("p",{className:`mt-1 text-[11px] font-medium ${xP[E.score]||"text-slate-400"}`,children:E.label}),!ec(d.password)&&e.jsx("ul",{className:"mt-2 space-y-0.5",children:[{met:d.password.length>=8,label:"At least 8 characters"},{met:/[A-Z]/.test(d.password),label:"One uppercase letter"},{met:/[a-z]/.test(d.password),label:"One lowercase letter"},{met:/\d/.test(d.password),label:"One number"}].map(le=>e.jsxs("li",{className:`flex items-center gap-1.5 text-[11px] ${le.met?"text-emerald-600":"text-slate-500"}`,children:[le.met?e.jsx(Xt,{className:"h-3 w-3 shrink-0"}):e.jsx("span",{className:"h-3 w-3 shrink-0 rounded-full border border-slate-300"}),le.label]},le.label))})]})]}),D?e.jsx(dr,{label:"Registering as",required:!0,children:U.length===1?e.jsx("div",{className:"flex h-11 w-full items-center rounded-lg border border-border bg-muted/40 px-4 text-sm font-medium text-foreground",children:U[0].name}):e.jsxs("div",{className:"relative",children:[e.jsxs("select",{id:"signup_membership_type_id",value:b,onChange:le=>N(le.target.value),required:!0,"aria-label":"Registering as",className:"h-11 w-full appearance-none rounded-lg border border-border bg-card px-4 pr-10 text-sm text-foreground focus:border-blue-400 focus:outline-none focus:ring-2 focus:ring-blue-500/20",children:[e.jsx("option",{value:"",children:"Selectâ¦"}),U.map(le=>e.jsx("option",{value:le.id,children:le.name}

3951,le.id))]}),e.jsx("div",{className:"pointer-events-none absolute right-3 top-1/2 -translate-y-1/2",children:e.jsx("svg",{className:"h-4 w-4 text-slate-400",fill:"none",viewBox:"0 0 24 24",stroke:"currentColor",strokeWidth:2,children:e.jsx("path",{strokeLinecap:"round",strokeLinejoin:"round",d:"M19 9l-7 7-7-7"})})})]})}):e.jsxs(dr,{label:"Professional role",required:!0,children:[e.jsxs("div",{className:"relative",children:[e.jsxs("select",{id:"declared_role_type_id",value:h,onChange:le=>p(le.target.value),required:!0,"aria-label":"Professional role",className:"h-11 w-full appearance-none rounded-lg border border-border bg-card px-4 pr-10 text-sm text-foreground focus:border-blue-400 focus:outline-none focus:ring-2 focus:ring-blue-500/20",children:[e.jsx("option",{value:"",children:"Select your role"}),Q.map(le=>e.jsx("option",{value:le.id,children:le.name},le.id))]}),e.jsx("div",{className:"pointer-events-none absolute right-3 top-1/2 -translate-y-1/2",children:e.jsx("svg",{className:"h-4 w-4 text-slate-400",fill:"none",viewBox:"0 0 24 24",stroke:"currentColor",strokeWidth:2,children:e.jsx("path",{strokeLinecap:"round",strokeLinejoin:"round",d:"M19 9l-7 7-7-7"})})})]}),Q.length===0&&!m&&e.jsx("p",{className:"text-[10px] text-amber-600",children:"No roles available â contact the society."})]}),e.jsxs("div",{className:"space-y-3 rounded-lg border border-slate-200 bg-slate-50 p-4",children:[e.jsxs("label",{className:"flex cursor-pointer items-start gap-3",children:[e.jsx("input",{type:"checkbox",checked:j,onChange:le=>w(le.target.checked),className:"mt-0.5 h-4 w-4 rounded border-slate-300 text-blue-600 focus:ring-blue-500","aria-label":"I agree to the Terms of Service and Privacy Policy"}),e.jsxs("span",{className:"text-sm text-slate-700",children:["I agree to the"," ",e.jsx(je,{to:n("/terms"),target:"_blank",className:"font-medium text-blue-600 underline hover:text-blue-700",onClick:le=>le.stopPropagation(),children:"Terms of Service"})," ","and"," ",e.jsx(je,{to:n("/privacy"),target:"_blank",className:"font-medium text-blue-600 underline hover:text-blue-700",onClick:le=>le.stopPropagation(),children:"Privacy Policy"})," ",e.jsx("span",{className:"text-red-500",children:"*"})]})]}),e.jsxs("label",{className:"flex cursor-pointer items-start gap-3",children:[e.jsx("input",{type:"checkbox",checked:v,onChange:le=>k(le.target.checked),className:"mt-0.5 h-4 w-4 rounded border-slate-300 text-blue-600 focus:ring-blue-500","aria-label":"I'd like to receive email updates and announcements"}),e.jsx("span",{className:"text-sm text-slate-600",children:"I'd like to receive email updates and announcements"})]})]}),y&&e.jsx("div",{className:"whitespace-pre-line rounded-lg border border-red-200 bg-red-50 px-4 py-3 text-sm text-red-700",children:y}),P&&e.jsx(iy,{email:P,loginPath:n("/login")}),x&&e.jsx(ly,{email:x,societySlug:t,loginHref:_e}),e.jsx("button",{type:"submit",disabled:!ee,"data-testid":"event-signup-submit",className:"w-full rounded-lg bg-blue-600 px-6 py-3 text-sm font-semibold text-white transition-colors hover:bg-blue-700 disabled:cursor-not-allowed disabled:opacity-50",children:c.isPending?e.jsxs("span",{className:"flex items-center justify-center gap-2",children:[e.jsx("span",{className:"inline-block h-4 w-4 animate-spin rounded-full border-2 border-white/30 border-t-white"}),"Creating account..."]}):e.jsxs("span",{className:"flex items-center justify-center gap-1.5",children:["Create account & continue",e.jsx(as,{className:"h-4 w-4"})]})})]})]})]})})]}):e.jsx("div",{className:"signup-page-bg flex items-center justify-center px-4",children:e.jsxs("div",{className:"signup-container max-w-md text-center",children:[z&&e.jsx("img",{src:z,alt:"Logo",className:"mx-auto mb-6 h-14 object-contain"}),e.jsx("div",{className:"mx-auto mb-4 flex h-12 w-12 items-center justify-center rounded-full bg-red-50",children:e.jsx(ad,{className:"h-6 w-6 text-red-500"})}),e.jsx("h2",{className:"text-lg font-semibold text-slate-900",children:"Something Went Wrong"}),e.jsx("p",{className:"mt-2 text-sm leading-relaxed text-slate-500",children:"We were unable to load the signup page. Please try again later."})]})})}

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3952State(null);async function x(){if(t){p(null),r("sending");try{const b=await vc.startLinkChallenge(t);l(b.challenge_id),c(b.sent_to_redacted),r("code")}catch{p("Could not send code. Please try again."),r("idle")}}}async function f(){if(!(!i||d.length!==6)){r("verifying");try{const b=await vc.verifyLinkChallenge(i,d);if(b.verified){a(b),s();return}p(`Wrong code. ${b.attempts_remaining??0} attempts remaining.`),r("code")}catch{p("Verification failed."),r("code")}}}return n==="idle"||n==="sending"?e.jsx(g,{size:"sm",onClick:x,disabled:n==="sending",className:"min-h-[36px] bg-blue-600 hover:bg-blue-700 text-white",children:n==="sending"?"Sendingâ¦":"Verify"}):e.jsxs("div",{className:"flex flex-col items-end gap-1",children:[e.jsxs("span",{className:"text-xs text-muted-foreground",children:["Code sent to ",m]}),e.jsxs("div",{className:"flex items-center gap-2",children:[e.jsx("input",{value:d,onChange:b=>u(b.target.value.replace(/\D/g,"").slice(0,6)),inputMode:"numeric",maxLength:6,placeholder:"000000",className:"w-24 rounded-md border px-2 py-1 text-center font-mono"}),e.jsx(g,{size:"sm",onClick:f,disabled:n==="verifying"||d.length!==6,className:"min-h-[36px] bg-blue-600 hover:bg-blue-700 text-white",children:n==="verifying"?"Checkingâ¦":"Submit"})]}),h&&e.jsx("span",{className:"text-xs text-red-600",children:h})]})}function fr(t){return t.toLocaleString("en-US",{style:"currency",currency:"USD"})}function FP(t,s){const a=pt(t),n=pt(s);if(a.getDate()===1){const i=a.getFullYear(),l=n.getFullYear(),m=String(l).slice(-2);return l>i?`${i}â${m}`:String(i)}return"a new year of membership"}function RP(t,s,a,n){if(n&&a!=null&&a>0&&s!=null&&s>0){const i=t+(s??0);return`${fr(t)}/yr with auto-renew (${fr(s??0)} off â was ${fr(i)}/yr)`}return`${fr(t)}/yr`}function MP({eventId:t,societyName:s,renewalOptIn:a,autoRenewOptIn:n,netSavings:r,onChange:i}){const{data:l,isPending:m}=Ud({eventId:t,autoRenewOptIn:n});if(o.useEffect(()=>{l&&l.auto_renew_enabled===!1&&n&&i({renewalOptIn:a,autoRenewOptIn:!1})},[l,n,a,i]),m||!l||!l.eligible)return null;const c=Number(l.price??0),d=l.discount_amount!=null?Number(l.discount_amount):null,u=l.auto_renew_discount_percent??null,h=u!=null&&u>0,p=d!=null&&d>0?d:c*(u??0)/100,x=l.cycle_start&&l.cycle_end?FP(l.cycle_start,l.cycle_end):"upcoming year",f=l.cycle_end?Be(pt(l.cycle_end),"MMM d, yyyy"):null,b=RP(c,d,u,n);return e.jsx("div",{className:"rounded-lg border p-4",style:{borderColor:"color-mix(in srgb, var(--portal-primary, #2563eb) 30%, transparent)",background:"color-mix(in srgb, var(--portal-primary, #2563eb) 5%, transparent)"},children:e.jsxs("div",{className:"flex items-start gap-3",children:[e.jsx("div",{className:"rounded-md p-2",style:{background:"color-mix(in srgb, var(--portal-primary, #2563eb) 10%, transparent)"},children:e.jsx(St,{className:"h-5 w-5",style:{color:"var(--portal-primary, #2563eb)"}})}),e.jsx("div",{className:"flex-1",children:e.jsxs("label",{className:"flex cursor-pointer items-start gap-3",children:[e.jsx(ot,{checked:a,onCheckedChange:N=>i({renewalOptIn:N===!0,autoRenewOptIn:n}),className:"mt-0.5"}),e.jsxs("div",{className:"flex-1",children:[e.jsxs("div",{className:"font-semibold tracking-tight",children:["Renew ",s," membership for ",x]}),e.jsxs("div",{className:"mt-1 text-sm text-muted-foreground",children:[b,f&&e.jsxs(e.Fragment,{children:[" Â· Active today through ",f]})]}),a&&l.auto_renew_enabled===!0&&e.jsxs("label",{className:"mt-3 flex cursor-pointer items-center gap-2 text-sm",children:[e.jsx(ot,{checked:n,onCheckedChange:N=>i({renewalOptIn:a,autoRenewOptIn:N===!0}),onClick:N=>N.stopPropagation()}),e.jsx("span",{children:h?e.jsxs(e.Fragment,{children:["Enable auto-renew (",u,"% off â save"," ",fr(p),"/yr)"]}):e.jsx(e.Fragment,{children:"Auto-renew my membership each cycle â your saved card will be charged automatically before expiry. Turn off anytime from your subscription page."})})]}),r>0?e.jsxs("p",{className:"mt-3 inline-flex items-center gap-1.5 rounded-md px-2.5 py-1 text-sm font-medium",style:{background:"color-mix(in srgb, var(--portal-primary, #2563eb) 12%, transparent)",color:"var(--portal-primary, #2563eb)"},children:["Pay ",fr(r)," less today + get a full year of membership."]}):e.jsx("p",{className:"mt-2 text-xs text-muted-foreground",children:"Renewing unlocks the member rate for this event + a full year of membership."})]})]})})]})})}function DP({societyName:t}){const s=J(),{societySlug:a}=ft(),{data:n,isLoading:r}=Od(a),i=n?.non_member_role_options??[],[l,m]=o.useState(""),[c,d]=o.use

3952State(!1),[u,h]=o.useState(null),p=async()=>{if(l){d(!0),h(null);try{await gt.updateProfile({declared_role_type_id:l}),await s.invalidateQueries({queryKey:["portal","profile"]})}catch(x){const b=x?.response?.data?.detail;h(typeof b=="string"?b:"Unable to save your role. Please pick again."),d(!1)}}};return e.jsx("div",{className:"rounded-md border border-border bg-card p-5",children:e.jsxs("div",{className:"flex items-start gap-3",children:[e.jsx("span",{className:"flex h-8 w-8 shrink-0 items-center justify-center rounded-lg",style:{backgroundColor:"var(--portal-primary-light)",color:"var(--portal-primary)"},children:e.jsx(zp,{className:"h-4 w-4"})}),e.jsxs("div",{className:"flex-1 space-y-3",children:[e.jsxs("div",{children:[e.jsx("h2",{className:"text-base font-semibold tracking-tight",children:"Before you register"}),e.jsx("p",{className:"mt-1 text-sm text-muted-foreground",children:"What's your professional role? 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3955${N}
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3957scribed on our signup page and may be updated from time to time."]}),e.jsx("h2",{children:"3. Account responsibilities"}),e.jsx("p",{children:"You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to provide accurate and complete information when creating your account and to keep your information up to date."}),e.jsx("h2",{children:"4. Payments and Refunds"}),e.jsxs("p",{children:["Membership dues and other fees are as stated at the time of purchase. Payments are processed securely through our payment provider. Refund policies are determined by"," ",r," and may vary. Contact us directly for refund requests."]}),e.jsx("h2",{children:"5. Acceptable use"}),e.jsx("p",{children:"You agree not to:"}),e.jsxs("ul",{children:[e.jsx("li",{children:"Use the portal for any unlawful purpose"}),e.jsx("li",{children:"Share your account credentials with others"}),e.jsx("li",{children:"Attempt to gain unauthorized access to any part of the system"}),e.jsx("li",{children:"Upload harmful content or interfere with the portal's operation"})]}),e.jsx("h2",{children:"6. Intellectual property"}),e.jsxs("p",{children:["All content, logos, and materials on this portal are the property of ",r," or its licensors and are protected by applicable intellectual property laws."]}),e.jsx("h2",{children:"7. Termination"}),e.jsxs("p",{children:["We may suspend or terminate your account if you violate these terms. You may cancel your membership at any time by contacting ",r," directly."]}),e.jsx("h2",{children:"8. Limitation of Liability"}),e.jsxs("p",{children:["To the fullest extent permitted by law, ",r," shall not be liable for any indirect, incidental, or consequential damages arising from your use of the portal."]}),e.jsx("h2",{children:"9. Changes to Terms"}),e.jsx("p",{children:"We may update these terms from time to time. Continued use of the portal after changes constitutes acceptance of the updated terms."}),e.jsx("h2",{children:"10. Contact"}),e.jsxs("p",{children:["If you have questions about these terms, please contact ",r," through our website",a?.society?.website_url&&e.jsxs(e.Fragment,{children:[" ","at"," ",e.jsx("a",{href:a.society.website_url,target:"_blank",rel:"noopener noreferrer",children:a.society.website_url})]}),"."]})]})}),e.jsx("div",{className:"mt-6 text-center",children:e.jsxs(je,{to:s("/signup"),className:"inline-flex items-center gap-1.5 text-sm font-medium transition-colors hover:opacity-80",style:{color:l},children:[e.jsx(es,{className:"h-3.5 w-3.5"}),"Back to signup"]})})]})})}function nh(){const t=qs(),s=us(),{data:a,isLoading:n}=ma(t||void 0);Ra(a?.society?.favicon_url);const r=a?.society?.name||"Organization",i=a?.society?.logo_url?`${ds}${a.society.logo_url}`:null,l=a?.society?.primary_color||"#2563eb";return n?e.jsx("div",{className:"flex min-h-screen items-center justify-center bg-slate-50",children:e.jsx("div",{className:"h-8 w-8 animate-spin rounded-full border-4 border-slate-200 border-t-blue-600"})}):e.jsx("div",{className:"min-h-screen bg-slate-50",children:e.jsxs("div",{className:"mx-auto max-w-3xl px-4 py-12 sm:px-6",children:[e.jsxs("div",{className:"mb-8 text-center",children:[i&&e.jsx("img",{src:i,alt:r,className:"mx-auto mb-4 h-14 object-contain"}),e.jsx("h1",{className:"text-2xl font-semibold tracking-tight text-slate-900",children:"Privacy policy"}),e.jsx("p",{className:"mt-1 text-sm text-slate-500",children:"Last updated: February 2026"})]}),e.jsx("div",{className:"rounded-xl border border-slate-200 bg-white p-6 shadow-sm sm:p-10",children:e.jsxs("div",{className:"prose prose-slate prose-headings:text-slate-900 prose-p:text-slate-600 prose-li:text-slate-600 max-w-none",children:[e.jsx("h2",{children:"1. Information we collect"}),e.jsx("p",{children:"When you create an account or use our membership portal, we may collect:"}),e.jsxs("ul",{children:[e.jsxs("li",{children:[e.jsx("strong",{children:"Personal information:"})," Name, email address, phone number, mailing address, and organization"]}),e.jsxs("li",{children:[e.jsx("strong",{children:"Account information:"})," Login credentials (passwords are encrypted and never stored in plain text)"]}),e.jsxs("li",{children:[e.jsx("strong",{children:"Payment information:"})," Payment details are processed securely by our third-party payment processor (Stripe) and are not stored on our servers"]}

3957),e.jsxs("li",{children:[e.jsx("strong",{children:"Usage information:"})," How you interact with the portal, including pages visited and actions taken"]})]}),e.jsx("h2",{children:"2. How we use your information"}),e.jsx("p",{children:"We use the information we collect to:"}),e.jsxs("ul",{children:[e.jsx("li",{children:"Manage your membership and provide member benefits"}),e.jsx("li",{children:"Process payments and send receipts"}),e.jsx("li",{children:"Communicate with you about your membership, events, and organization news"}),e.jsx("li",{children:"Maintain and improve our portal and services"}),e.jsx("li",{children:"Comply with legal obligations"})]}),e.jsx("h2",{children:"3. Information sharing"}),e.jsx("p",{children:"We do not sell your personal information. We may share your information with:"}),e.jsxs("ul",{children:[e.jsxs("li",{children:[e.jsx("strong",{children:"Service providers:"})," Third parties that help us operate the portal (e.g., payment processing, email delivery)"]}),e.jsxs("li",{children:[e.jsx("strong",{children:"Member directory:"})," If you opt in, your name and professional details may be visible to other members in the member directory"]}),e.jsxs("li",{children:[e.jsx("strong",{children:"Legal requirements:"})," When required by law or to protect our rights"]})]}),e.jsx("h2",{children:"4. Data security"}),e.jsx("p",{children:"We implement appropriate technical and organizational measures to protect your personal information, including encryption of sensitive data, secure HTTPS connections, and regular security reviews."}),e.jsx("h2",{children:"5. 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3957ame})," ","Â· ",r.detail]}),e.jsx("p",{className:"text-xs text-muted-foreground",children:cA(r)})]}),e.jsx(g,{variant:"outline",size:"sm",asChild:!0,className:"shrink-0",children:e.jsxs(je,{to:r.resolve_url,"aria-label":`${r.resolve_label}: ${r.society_name}`,children:[r.resolve_label,e.jsx(as,{className:"ml-1.5 h-4 w-4","aria-hidden":"true"})]})})]},r.id))}),e.jsxs("details",{className:"text-xs text-muted-foreground",children:[e.jsx("summary",{className:"cursor-pointer",children:"Whatâs checked"}),e.jsxs("ul",{className:"mt-2 list-disc space-y-0.5 pl-5",children:[a.sources.map(r=>e.jsxs("li",{children:[r.label,r.ok?"":" (couldnât be checked)"]},r.key)),e.jsx("li",{children:"Not checked here: failed renewal charges, order recovery and scheduled jobs. See each societyâs workspace."}),a.inactive_societies>0&&e.jsxs("li",{children:[a.inactive_societies," inactive"," ",a.inactive_societies===1?"society is":"societies are"," left out."]})]})]})]}):e.jsx(ja,{title:"What needs attention couldnât be checked.",error:s.error,onRetry:s.retry,isRetrying:s.retrying})})]})}function Br(t,s="/dashboard"){const[a,n=""]=s.split("?"),r=new URLSearchParams(n);return r.set("society",t),`${a}?${r.toString()}`}const Ec={needs_attention:"Needs attention",verified:"Verified",configured:"Configured",unknown:"No health signal",not_configured:"Not set up",not_enabled:"Off"},hy={needs_attention:"amber",verified:"emerald",configured:"sky",unknown:"neutral",not_configured:"muted",not_enabled:"muted"};function py(t){return t?`Based on activity ${Yn(t)}.`:"No activity recorded."}const mA={amber:"bg-amber-500",emerald:"bg-emerald-500",sky:"bg-sky-500",neutral:"border border-muted-foreground/60",muted:"bg-muted-foreground/40"},rh={needs_attention:0,verified:1,configured:2,unknown:3,not_configured:4,not_enabled:5};function xy({societyId:t,integrations:s}){const a=s.filter(i=>i.required||i.state!=="not_configured"&&i.state!=="not_enabled").sort((i,l)=>rh[i.state]-rh[l.state]),n=s.length-a.length,r=a.filter(i=>i.state==="needs_attention").length;return e.jsxs("div",{className:"space-y-2",children:[e.jsxs("div",{className:"flex items-center justify-between gap-2",children:[e.jsx("p",{className:"text-xs font-medium text-muted-foreground",children:"Integrations"}),r>0&&e.jsxs(je,{to:`/platform/societies/${t}/settings?tab=integrations`,className:"text-xs font-medium text-amber-700 underline-offset-2 hover:underline dark:text-amber-400",children:["Review ",r," issue",r===1?"":"s"]})]}),a.length===0?e.jsx("p",{className:"text-xs text-muted-foreground",children:"None set up."}):e.jsx("ul",{className:"flex flex-wrap gap-x-3 gap-y-1.5",children:a.map(i=>e.jsx("li",{children:e.jsxs(fs,{children:[e.jsx(ys,{asChild:!0,children:e.jsxs("span",{tabIndex:0,className:"inline-flex cursor-default items-center gap-1.5 whitespace-nowrap rounded focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring",children:[e.jsx("span",{className:me("h-1.5 w-1.5 shrink-0 rounded-full",mA[hy[i.state]]),"aria-hidden":"true"}),e.jsx("span",{className:"text-xs font-medium",children:i.label}),e.jsxs("span",{className:"sr-only",children:[": ",Ec[i.state]]})]})}),e.jsxs(hs,{className:"max-w-xs",children:[e.jsxs("p",{className:"font-medium",children:[i.label," Â· ",Ec[i.state]]}),e.jsx("p",{className:"mt-0.5",children:i.detail}),e.jsx("p",{className:"mt-0.5 opacity-80",children:py(i.checked_at)})]})]})},i.key))}),n>0&&e.jsxs("p",{className:"text-[11px] text-muted-foreground",children:[n," optional integration",n===1?"":"s"," off or not set up"]})]})}function uA(){const t=Ms(zv()),s=t.readyData,{user:a}=V(),n=kt(),r=o.useCallback(()=>Xa.listCredentials(),[]),[i,l]=ws(),m=_r.test(i.get("society")??"")?i.get("society"):void 0,c=qr().data??[],d=s?s.societies.filter(u=>!m||u.id===m):[];return e.jsxs("div",{className:"space-y-6",children:[e.jsxs("div",{className:"flex flex-wrap items-center justify-between gap-3",children:[e.jsxs("div",{className:"flex min-w-0 items-center gap-3",children:[e.jsx("div",{className:"flex h-10 w-10 shrink-0 items-center justify-center rounded-lg bg-brand-navy

3957/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(Ul,{className:"h-5 w-5","aria-hidden":"true"})}),e.jsxs("div",{className:"min-w-0",children:[e.jsx("h1",{className:"text-2xl font-semibold tracking-tight",children:"Platform overview"}),e.jsx("p",{className:"mt-1 text-sm text-muted-foreground",children:"What needs attention across your societies, and where to fix it"})]})]}),e.jsxs("div",{className:"w-full sm:w-64",children:[e.jsx(T,{htmlFor:"overview-society",className:"sr-only",children:"Society"}),e.jsxs(qe,{value:m??ac,onValueChange:u=>l(u===ac?{}:{society:u},{replace:!0}),children:[e.jsx(Le,{id:"overview-society","aria-label":"Show society",children:e.jsx(Ie,{placeholder:"All societies"})}),e.jsxs($e,{children:[e.jsx(q,{value:ac,children:"All societies"}),c.map(u=>e.jsx(q,{value:u.id,children:u.name},u.id))]})]})]})]}),a&&e.jsx(Ad,{subjectId:a.id,variant:"admin",settingsPath:"/platform/account",checkCredentials:r}),e.jsx(dA,{societyId:m}),t.state==="loading"?e.jsx(pA,{}):s?e.jsxs(e.Fragment,{children:[e.jsx(Ma,{view:t,what:"society totals"}),m&&e.jsx("p",{className:"-mb-4 text-xs text-muted-foreground",children:"Totals for all societies"}),e.jsxs("dl",{className:"grid gap-4 rounded-lg border bg-card p-4 text-sm sm:grid-cols-3",children:[e.jsxs("div",{children:[e.jsx("dt",{className:"text-muted-foreground",children:"Societies"}),e.jsxs("dd",{className:"text-xl font-semibold",children:[s.total_societies,e.jsxs("span",{className:"ml-2 text-xs font-normal text-muted-foreground",children:[s.active_societies," active, ",s.inactive_societies," inactive"]})]})]}),e.jsxs("div",{children:[e.jsx("dt",{className:"text-muted-foreground",children:"Member records"}),e.jsx("dd",{className:"text-xl font-semibold",children:s.total_members.toLocaleString()})]}),e.jsxs("div",{children:[e.jsx("dt",{className:"text-muted-foreground",children:"Active members"}),e.jsx("dd",{className:"text-xl font-semibold",children:s.total_active_members.toLocaleString()})]})]}),e.jsxs("div",{children:[e.jsxs("div",{className:"mb-4 flex items-center justify-between gap-3",children:[e.jsxs("div",{className:"min-w-0",children:[e.jsx("h2",{className:"text-lg font-semibold tracking-tight text-foreground",children:"Societies"}),e.jsxs("p",{className:"text-xs text-muted-foreground",children:["Integration status comes from recorded activity:"," ",e.jsx("span",{className:"font-medium text-foreground",children:"verified"})," worked recently,"," ",e.jsx("span",{className:"font-medium text-foreground",children:"configured"})," is set up but unconfirmed, ",e.jsx("span",{className:"font-medium text-foreground",children:"needs attention"})," ","has a recorded problem."]})]}),e.jsx(g,{variant:"outline",onClick:()=>n("/platform/societies"),children:"View all societies"})]}),d.length===0?e.jsx("p",{className:"rounded-lg border px-4 py-8 text-center text-sm text-muted-foreground",children:s.societies.length===0?"No societies yet.":"This society isnât listed."}):e.jsx("div",{className:"grid gap-4 md:grid-cols-2 xl:grid-cols-3",children:d.map(u=>e.jsx(hA,{society:u},u.id))})]})]}):e.jsx("div",{className:"rounded-lg border",children:t.state==="offline"?e.jsx(Wa,{title:"Society totals canât be loaded right now."}):e.jsx(ja,{title:"Society totals couldnât be loaded.",error:t.error,onRetry:t.retry,isRetrying:t.retrying})})]})}const ac="__all__";function hA({society:t}){const s=kt();return e.jsxs(L,{className:"relative min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-3",children:e.jsxs("div",{className:"flex items-start justify-between gap-3",children:[e.jsxs("div",{className:"min-w-0",children:[e.jsxs(ie,{className:"flex items-center gap-2.5 text-sm font-semibold tracking-tight",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(ga,{className:"h-4 w-4"})}),e.jsx(je,{to:`/platform/societies/${t.id}`,className:"hover:underline focus-visible:underline focus-visible:outline-none",children:t.name})]}),e.jsx("p",{className:"mt-1 text-xs text-muted-foreground",children:t.slug})]}),e.jsxs(fs,{children:[e.jsx(ys,{asChild:!0,children:t.is_active?e.jsxs("span",{className:"inline-flex cursor-default items-center gap-1.5 rounded-full bg-emerald-100 px-2.5 py-0.5 text-[11px] font-medium text-emerald-700 dark:bg-emerald-900/30 dark:text-emerald-400",children:[e.jsx("span",{className:"h-1.5 w-1.5 rounded-full bg-emerald-500","aria-hidden":"true"}),"Active"]}):e.jsxs("span",{className:"inline-flex cursor-default items-center gap-1.5 rounded-full bg-muted px-2.5 py-0.5 text-[11px] font-medium text-muted-foreground",children:[e.jsx("span",{className:"h-1.5 w-1.5 rounded-full bg-muted-foreground

3957/60","aria-hidden":"true"}),"Inactive"]})}),e.jsx(hs,{children:t.is_active?"Society is operational and accepting members":"Society is disabled and not visible to members"})]})]})}),e.jsxs($,{className:"space-y-3",children:[e.jsxs("div",{className:"grid grid-cols-2 gap-2 text-sm",children:[e.jsxs("div",{children:[e.jsx("span",{className:"text-muted-foreground",children:"Member records:"}),e.jsx("span",{className:"ml-1 font-medium",children:t.total_members})]}),e.jsxs("div",{children:[e.jsx("span",{className:"text-muted-foreground",children:"Active:"}),e.jsx("span",{className:"ml-1 font-medium text-emerald-600 dark:text-emerald-400",children:t.active_members})]}),e.jsxs("div",{children:[e.jsx("span",{className:"text-muted-foreground",children:"Pending:"}),e.jsx("span",{className:"ml-1 font-medium text-amber-600 dark:text-amber-400",children:t.pending_members})]}),e.jsxs("div",{children:[e.jsx("span",{className:"text-muted-foreground",children:"Expired:"}),e.jsx("span",{className:"ml-1 font-medium text-red-600 dark:text-red-400",children:t.expired_members})]})]}),t.expiring_soon>0&&e.jsxs("div",{className:"flex items-center gap-2 rounded-md bg-amber-50 px-2 py-1 text-sm text-amber-700 dark:bg-amber-950/20 dark:text-amber-400",children:[e.jsx(Bt,{className:"h-4 w-4 shrink-0"}),e.jsxs("span",{children:[t.expiring_soon," expiring soon (excl. auto-renew)"]})]}),e.jsx(xy,{societyId:t.id,integrations:t.integration_health}),e.jsxs("div",{className:"flex items-center gap-2 pt-2",children:[e.jsx(g,{variant:"outline",size:"sm",className:"flex-1",onClick:()=>s(`/platform/societies/${t.id}/settings`),children:"Settings"}),e.jsx(g,{variant:"default",size:"sm",className:"flex-1",asChild:!0,children:e.jsx(je,{to:Br(t.id),"aria-label":`Open ${t.name} workspace`,children:"Open workspace"})})]})]})]})}function pA(){return e.jsxs("div",{className:"space-y-6",children:[e.jsx(Y,{className:"h-20 w-full"}),e.jsx("div",{className:"grid gap-4 md:grid-cols-2 xl:grid-cols-3",children:[1,2,3].map(t=>e.jsx(Y,{className:"h-48 w-full"},t))})]})}function xA({societies:t,onDelete:s,emptyState:a}){const n=kt();return e.jsx("div",{className:"rounded-md border",children:e.jsxs(Pt,{children:[e.jsx(At,{className:"bg-muted/30",children:e.jsxs(Ue,{className:"hover:bg-transparent",children:[e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Name"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Slug"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Status"}),e.jsx(H,{className:"h-10 text-right text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Actions"})]})}),e.jsx(Et,{children:t.length===0?e.jsx(Ue,{children:e.jsx(G,{colSpan:4,className:"p-0 text-center text-muted-foreground",children:a??e.jsx("p",{className:"py-8",children:"No societies found"})})}):t.map(r=>e.jsxs(Ue,{className:"hover:bg-brand-navy/[0.04] dark:hover:bg-brand-navy/10",children:[e.jsx(G,{className:"font-medium",children:e.jsx(je,{to:`/platform/societies/${r.id}`,className:"hover:underline focus-visible:underline focus-visible:outline-none",children:r.name})}),e.jsx(G,{className:"text-muted-foreground",children:r.slug}),e.jsx(G,{children:e.jsxs(fs,{children:[e.jsx(ys,{asChild:!0,children:e.jsxs("span",{className:"inline-flex cursor-default items-center gap-1.5 whitespace-nowrap",children:[e.jsx("span",{className:`h-1.5 w-1.5 shrink-0 rounded-full ${r.is_active?"bg-emerald-500":"bg-muted-foreground/60"}`}),e.jsx("span",{className:"text-xs font-medium",children:r.is_active?"Active":"Inactive"})]})}),e.jsx(hs,{children:r.is_active?"Society is operational and accepting members":"Society is disabled and not visible to members"})]})}),e.jsx(G,{className:"text-right",children:e.jsxs("div",{className:"flex items-center justify-end gap-1",children:[e.jsx(g,{variant:"outline",size:"sm",asChild:!0,children:e.jsx(je,{to:Br(r.id),"aria-label":`Open ${r.name} workspace`,children:"Open workspace"})}),e.jsxs(Ws,{children:[e.jsx(Vs,{asChild:!0,children:e.jsxs(g,{variant:"ghost",size:"icon",className:"h-11 w-11 lg:h-10 lg:w-10",children:[e.jsx(Pn,{className:"h-4 w-4","aria-hidden":"true"}),e.jsxs("span",{className:"sr-only",children:["Actions for ",r.name]})]})}),e.jsxs($s,{align:"end",children:[e.jsxs(wt,{onClick:()=>n(`/platform/societies/${r.id}

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3957/80",children:"Directory"}),e.jsx("span",{className:"w-10 text-center text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Active"}),e.jsx("span",{})]}),t.map((c,d)=>e.jsxs("div",{draggable:!0,onDragStart:u=>i(u,d),onDragOver:l,onDrop:u=>m(u,d),className:`grid cursor-move grid-cols-[24px_1fr_80px_auto_auto_auto_60px] items-center gap-2 border-b px-3 py-1.5 transition-colors last:border-b-0 hover:bg-brand-navy/[0.04] dark:hover:bg-brand-navy/10 ${c.is_active?"":"opacity-50"}`,children:[e.jsx(Tr,{className:"h-4 w-4 text-muted-foreground"}),e.jsxs("div",{className:"min-w-0",children:[e.jsx("span",{className:"block truncate text-sm font-medium",children:c.label}),e.jsx("span",{className:"text-[11px] text-muted-foreground",children:c.field_key})]}),e.jsxs("span",{className:"inline-flex items-center gap-1.5 whitespace-nowrap",children:[e.jsx("span",{className:"h-1.5 w-1.5 shrink-0 rounded-full bg-muted-foreground/60"}),e.jsx("span",{className:"text-xs font-medium",children:WE[c.field_type]||c.field_type})]}),e.jsx("span",{className:"w-14 text-center text-xs text-muted-foreground",children:c.show_on_signup?"â":"â"}),e.jsx("span",{className:"w-14 text-center text-xs text-muted-foreground",children:c.show_in_directory?"â":"â"}),e.jsx("div",{className:"flex w-10 justify-center",children:e.jsx(ss,{checked:c.is_active,onCheckedChange:()=>n(c),"aria-label":c.is_active?"Deactivate field":"Activate field",className:"scale-75"})}),e.jsxs("div",{className:"flex items-center gap-0.5",children:[e.jsxs(fs,{children:[e.jsx(ys,{asChild:!0,children:e.jsxs(g,{type:"button",variant:"ghost",size:"icon",className:"h-7 w-7",onClick:()=>s(c),children:[e.jsx(Hs,{className:"h-3.5 w-3.5"}),e.jsx("span",{className:"sr-only",children:"Edit"})]})}),e.jsx(hs,{children:"Edit"})]}),e.jsxs(fs,{children:[e.jsx(ys,{asChild:!0,children:e.jsxs(g,{type:"button",variant:"ghost",size:"icon",className:"h-7 w-7",onClick:()=>a(c),children:[e.jsx(Ft,{className:"h-3.5 w-3.5 text-destructive"}),e.jsx("span",{className:"sr-only",children:"Delete"})]})}),e.jsx(hs,{children:"Delete"})]})]})]},c.id))]})}const GE=[{value:"text",label:"Text"},{value:"textarea",label:"Text area"},{value:"number",label:"Number"},{value:"date",label:"Date"},{value:"email",label:"Email"},{value:"phone",label:"Phone"},{value:"url",label:"URL"},{value:"dropdown",label:"Dropdown"},{value:"multi_select",label:"Multi select"},{value:"checkbox",label:"Checkbox"},{value:"file",label:"File upload"}];function YE({open:t,onOpenChange:s,field:a,onSave:n,isSubmitting:r,membershipTypes:i=[]}){const l=!!a,{register:m,handleSubmit:c,reset:d,watch:u,setValue:h,formState:{errors:p}}=Fr({defaultValues:{field_key:"",label:"",field_type:"text",is_required:!1,help_text:"",placeholder:"",options:"",show_on_signup:!0,show_in_directory:!1,show_on_profile:!0,applicable_membership_type_ids:[]}}),x=u("field_type"),f=x==="dropdown"||x==="multi_select";o.useEffect(()=>{d(a?{field_key:a.field_key,label:a.label,field_type:a.field_type,is_required:a.is_required,help_text:a.help_text||"",placeholder:a.placeholder||"",options:a.options?.join(`
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3959else{const k={field_key:j.field_key,label:j.label,field_type:j.field_type,is_required:j.is_required,help_text:j.help_text||null,placeholder:j.placeholder||null,options:w,show_on_signup:j.show_on_signup,show_in_directory:j.show_in_directory,show_on_profile:j.show_on_profile,applicable_membership_type_ids:v};await n(k)}};return e.jsx(Fe,{open:t,onOpenChange:s,children:e.jsxs(Te,{className:"max-h-[90vh] max-w-lg overflow-y-auto",children:[e.jsxs(Ae,{children:[e.jsx(Ee,{children:l?"Edit custom field":"Add custom field"}),e.jsx(tt,{children:l?"Update the field configuration below.":"Define a new custom field for member records."})]}),e.jsxs("form",{onSubmit:c(N),className:"space-y-4",children:[e.jsxs("div",{className:"grid gap-4 sm:grid-cols-2",children:[e.jsxs("div",{className:"space-y-2",children:[e.jsx(T,{htmlFor:"label",children:"Label *"}),e.jsx(O,{id:"label",...m("label",{required:"Label is required"}),placeholder:"Company name"}),p.label&&e.jsx("p",{className:"text-sm text-destructive",children:p.label.message})]}),e.jsxs("div",{className:"space-y-2",children:[e.jsx(T,{htmlFor:"field_key",children:"Field key *"}),e.jsx(O,{id:"field_key",...m("field_key",{required:"Key is required",pattern:{value:/^[a-z0-9_]+$/,message:"Only lowercase letters, numbers, and underscores"}}),placeholder:"company_name",disabled:l}),p.field_key&&e.jsx("p",{className:"text-sm text-destructive",children:p.field_key.message})]})]}),e.jsxs("div",{className:"space-y-2",children:[e.jsx(T,{htmlFor:"field_type",children:"Field type *"}),e.jsxs(qe,{value:u("field_type"),onValueChange:j=>h("field_type",j),disabled:l,children:[e.jsx(Le,{children:e.jsx(Ie,{placeholder:"Select type"})}),e.jsx($e,{children:GE.map(j=>e.jsx(q,{value:j.value,children:j.label},j.value))})]}),l&&e.jsx("p",{className:"text-xs text-muted-foreground",children:"Field type cannot be changed after creation"})]}),f&&e.jsxs("div",{className:"space-y-2",children:[e.jsx(T,{htmlFor:"options",children:"Options (one per line) *"}),e.jsx(It,{id:"options",...m("options",{validate:j=>f?j.split(`
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3961Option 2
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3962od_days"];class ic extends Error{causes;constructor(s,a){super(s),this.causes=a}}function mT({control:t,baseline:s,onChange:a}){const n=Zp({control:t}),r=s?xl({...Tc,...n},s):_y,i=JSON.stringify(r);return o.useEffect(()=>{a(i)},[i,a]),null}function uT({onEdit:t,pageWriteRef:s}){const{watch:a}=Rr();return o.useEffect(()=>{const n=a((r,{name:i})=>{i&&!s.current&&t()});return()=>n.unsubscribe()},[a,t,s]),null}function hT({control:t}){const{setValue:s,getFieldState:a}=Rr(),n=Zp({control:t,name:"name"});return o.useEffect(()=>{if(a("slug").isTouched)return;const r=n.toLowerCase().replace(/[^a-z0-9]+/g,"-").replace(/^-|-$/g,"");s("slug",r)},[n,s,a]),null}function gh(){const{id:t}=Ds();return e.jsx(cT,{},t??"new")}function pT(){const{id:t}=Ds(),{search:s}=ta(),a=new URLSearchParams(s);return t&&(a.has("tab")||a.has("qbo"))?e.jsx(_t,{to:`/platform/societies/${t}/settings${s}`,replace:!0}):t?e.jsx(xT,{societyId:t},t):null}const Wd={staleTime:0,refetchOnMount:"always"},Sy={staleTime:3e4};function xT({societyId:t}){const s=Ir(t),a=Ms(s,t),n=Ms(re({queryKey:["setup-status",t],queryFn:()=>Ks.getSetupStatus(t),...Wd}),t),r=new URLSearchParams(ta().search).has("setup");if(s.isError&&!s.data)return e.jsxs("div",{className:"space-y-6",children:[e.jsx(fh,{}),e.jsx("div",{className:"rounded-lg border",children:e.jsx(ja,{title:"This society couldnât be loaded.",error:s.error,onRetry:()=>{s.refetch()},isRetrying:s.isFetching,notFound:"This society doesnât exist, or it was deleted."})})]});if(!s.data)return e.jsxs("div",{className:"space-y-6",children:[e.jsx(Y,{className:"h-10 w-72"}),e.jsx(Y,{className:"h-48 w-full"})]});const i=s.data;return e.jsxs("div",{className:"space-y-6",children:[e.jsxs("div",{className:"flex flex-wrap items-center gap-3",children:[e.jsx(fh,{}),e.jsx("div",{className:"flex h-10 w-10 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(ga,{className:"h-5 w-5","aria-hidden":"true"})}),e.jsxs("div",{className:"min-w-0 flex-1 basis-56",children:[e.jsxs("nav",{"aria-label":"Breadcrumb",className:"break-words text-xs text-muted-foreground",children:[e.jsx(je,{to:"/platform/societies",className:"hover:text-foreground hover:underline",children:"Societies"}),e.jsx("span",{"aria-hidden":"true",children:" / "}),e.jsx("span",{"aria-current":"page",children:i.name})]}),e.jsx("h1",{className:"break-words text-2xl font-semibold tracking-tight",children:i.name}),e.jsxs("p",{className:"mt-1 flex flex-wrap items-center gap-2 text-sm text-muted-foreground",children:[e.jsx("span",{className:"min-w-0 break-all",children:i.slug}),e.jsx("span",{"aria-hidden":"true",children:"Â·"}),e.jsxs("span",{className:"inline-flex items-center gap-1.5",children:[e.jsx("span",{className:me("h-1.5 w-1.5 rounded-full",i.is_active?"bg-emerald-500":"bg-muted-foreground/60"),"aria-hidden":"true"}),i.is_active?"Active":"Inactive"]})]})]}),e.jsxs("div",{className:"flex flex-wrap gap-2",children:[e.jsx(g,{variant:"outline",asChild:!0,children:e.jsxs(je,{to:`/platform/societies/${t}/settings`,children:[e.jsx(cn,{className:"mr-2 h-4 w-4","aria-hidden":"true"}),"Settings"]})}),e.jsx(g,{asChild:!0,children:e.jsxs(je,{to:Br(t),children:[e.jsx(Xc,{className:"mr-2 h-4 w-4","aria-hidden":"true"}),"Open workspace"]})})]})]}),e.jsx(Ma,{view:a,what:"this society"}),e.jsx(yT,{societyId:t,view:n,emphasize:r}),e.jsx(fT,{societyId:t}),e.jsxs("div",{className:"grid gap-6 lg:grid-cols-2",children:[e.jsx(jT,{societyId:t}),e.jsx(vT,{societyId:t}),e.jsx(wT,{societyId:t,addAdminHref:n.readyData?.items.find(l=>l.key==="admin_user_exists")?.platform_url??`/platform/users?society=${t}&add=society_admin`}),e.jsx(NT,{societyId:t})]})]})}const gT=[{tab:"general",label:"General",detail:"Name, contact, active status, custom domain"},{tab:"branding",label:"Branding",detail:"Logo, favicon, brand color"}

3962,{tab:"membership",label:"Membership",detail:"Dues cycle and grace period"},{tab:"features",label:"Features",detail:"Commerce, committees, directory, and more"},{tab:"integrations",label:"Integrations",detail:"Stripe, email sender, Mailchimp, â¦"},{tab:"customization",label:"Customization",detail:"Custom fields, badge types"}];function fT({societyId:t}){return e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-3",children:e.jsx(Kr,{icon:cn,children:"Configuration"})}),e.jsx($,{children:e.jsx("ul",{className:"grid gap-2 sm:grid-cols-2 lg:grid-cols-3",children:gT.map(s=>e.jsx("li",{children:e.jsxs(je,{to:`/platform/societies/${t}/settings?tab=${s.tab}`,className:"block rounded-md border px-3 py-2 text-sm hover:bg-muted/50 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring",children:[e.jsx("span",{className:"font-medium",children:s.label}),e.jsx("span",{className:"block text-xs text-muted-foreground",children:s.detail})]})},s.tab))})})]})}function fh(){return e.jsx(g,{variant:"ghost",size:"icon",asChild:!0,children:e.jsx(je,{to:"/platform/societies","aria-label":"Back to societies",children:e.jsx(es,{className:"h-4 w-4","aria-hidden":"true"})})})}function Kr({icon:t,children:s}){return e.jsxs(ie,{className:"flex items-center gap-2.5 text-sm font-semibold tracking-tight",children:[e.jsx("span",{className:"flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-brand-navy/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(t,{className:"h-4 w-4","aria-hidden":"true"})}),s]})}function yh(t){return t.charAt(0).toUpperCase()+t.slice(1)}function Sr({view:t,what:s,children:a}){return t.state==="ready"&&t.readyData!==void 0?e.jsxs("div",{className:"space-y-3",children:[e.jsx(Ma,{view:t,what:s}),a(t.readyData)]}):t.state==="offline"?e.jsx(Wa,{title:`${yh(s)} not loaded`}):t.state==="failed"?e.jsx(ja,{title:`${yh(s)} couldnât be loaded.`,error:t.error,onRetry:t.retry,isRetrying:t.retrying}):e.jsx(Y,{className:"h-16 w-full"})}function Cy(t,s){return s.platform_url??Br(t,s.url)}function yT({societyId:t,view:s,emphasize:a}){return e.jsxs(L,{className:me("min-w-0 overflow-hidden",a&&s.readyData?.required_complete!==!0&&"ring-2 ring-primary/40"),children:[e.jsx(ne,{className:"pb-3",children:e.jsx(Kr,{icon:Kt,children:"Setup"})}),e.jsx($,{children:e.jsx(Sr,{view:s,what:"setup status",children:n=>e.jsx(bT,{societyId:t,data:n})})})]})}function bT({societyId:t,data:s}){const a=s.items.filter(l=>l.required),n=s.items.filter(l=>!l.required),r=a.filter(l=>!l.configured),i=r[0]??n.find(l=>!l.configured);return e.jsxs("div",{className:"space-y-4",children:[e.jsxs("div",{className:"flex flex-wrap items-center justify-between gap-3",children:[e.jsxs("p",{role:"status",className:"text-sm",children:[s.required_complete?e.jsx("span",{className:"font-medium text-emerald-700 dark:text-emerald-400",children:"Ready to operate: every required step is done."}):e.jsxs("span",{className:"font-medium text-amber-700 dark:text-amber-400",children:[r.length," required ",r.length===1?"step":"steps"," left before this society is ready."]})," ",e.jsx("span",{className:"text-muted-foreground",children:"Active or inactive is separate: an inactive society is closed to members and skips automatic renewal charges, dunning and renewal reminders."})]}),i&&e.jsx(g,{asChild:!0,size:"sm",variant:i.required?"default":"outline",children:e.jsxs(je,{to:Cy(t,i),children:[i.required?"Next":"Optional",": ",i.label,e.jsx(as,{className:"ml-2 h-4 w-4","aria-hidden":"true"})]})})]}),e.jsx(bh,{title:"Required",items:a,societyId:t}),e.jsx(bh,{title:"Optional",items:n,societyId:t})]})}function bh({title:t,items:s,societyId:a}){return s.length===0?null:e.jsxs("section",{"aria-label":`${t} setup`,children:[e.jsx("h3",{className:"text-xs font-semibold uppercase tracking-wider text-muted-foreground",children:t}),e.jsx("ul",{className:"mt-2 divide-y rounded-md border",children:s.map(n=>e.jsxs("li",{className:"flex items-center gap-3 px-3 py-2 text-sm",children:[n.configured?e.jsx(Kt,{className:"h-4 w-4 shrink-0 text-emerald-600","aria-hidden":"true"}):e.jsx(Bl,{className:"h-4 w-4 shrink-0 text-muted-foreground","aria-hidden":"true"}),e.jsxs("span",{className:"min-w-0 flex-1",children:[n.label,e.jsx("span",{className:"sr-only",children:n.configured?" (done)":" (to do)"})]}),!n.configured&&e.jsx(je,{to:Cy(a,n),className:"shrink-0 text-sm font-medium text-primary underline-offset-2 hover:underline","aria-label":`${n.label}${n.platform_url?"":" (in the society workspace)"}`,children:n.platform_url?"Set up":"Open in workspace"})]},n.key))})]})}function jT({societyId:t}){const s=Ms(re({queryKey:["platform","integration-health",t],queryFn:()=>bi.getIntegrationHealth(t),...Wd}),t);return e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-3",children:e.jsx(Kr,{icon:Ql,children:"Services"})}),e.jsx($,{children:e.jsx(Sr,{view:s,what:"service status",children:a=>e.jsx(xy,{societyId:t,integrations:a})})})]})}function vT({societyId:t}){const s=Ms(re({queryKey:["society-stats",t],queryFn:()=>Ks.getStats(t),...Sy}),t);return e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-3",children:e.jsx(Kr,{icon:Lt,children:"Members"})}),e.jsx($,{children:e.jsx(Sr,{view:s,what:"member counts",children:a=>e.jsx("dl",{className:"grid grid-cols-2 gap-3 text-sm",children:[["Member records",a.total_members],["Active",a.active_members],["Pending",a.pending_members],["Expiring in 30 days",a.expiring_30_days]].map(([n,r])=>e.jsxs("div",{children:[e.jsx("dt",{className:"text-muted-foreground",children:n}),e.jsx("dd",{className:"text-lg font-semibold",children:(r??0).toLocaleStr

3962ing()})]},n))})})})]})}const jh=20;function wT({societyId:t,addAdminHref:s}){const a=i=>({queryKey:["users",{society_id:t,role:i,size:jh}],queryFn:()=>Pa.list({society_id:t,role:i,size:jh}),...Sy}),n=Ms(re(a("society_admin")),t),r=Ms(re(a("society_staff")),t);return e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-3",children:e.jsx(Kr,{icon:zc,children:"Administrators and staff"})}),e.jsxs($,{className:"space-y-4",children:[e.jsx(Sr,{view:n,what:"administrators",children:i=>e.jsxs("div",{className:"space-y-2",children:[!i.items.some(l=>l.is_active)&&i.total<=i.items.length&&e.jsxs("p",{className:"text-sm text-muted-foreground",children:[i.total===0?"No society admin yet":"No active society admin",", so no one can run this society."," ",e.jsx(je,{to:s,className:"font-medium text-foreground underline underline-offset-2",children:"Add a society admin"}),"."]}),i.total>0&&e.jsx(vh,{societyId:t,users:i.items,total:i.total})]})}),e.jsx(Sr,{view:r,what:"staff",children:i=>i.total===0?null:e.jsx(vh,{societyId:t,users:i.items,total:i.total})})]})]})}function vh({societyId:t,users:s,total:a}){return e.jsxs("div",{className:"space-y-2 text-sm",children:[e.jsx("ul",{className:"space-y-2",children:s.map(n=>e.jsxs("li",{className:"flex items-center justify-between gap-3",children:[e.jsxs("span",{className:"min-w-0 truncate",children:[e.jsx("span",{className:"font-medium",children:ro(n).fullName||n.email})," ",e.jsxs("span",{className:"text-muted-foreground",children:["Â· ",Ea[n.role]]}),!n.is_active&&e.jsx("span",{className:"text-muted-foreground",children:" Â· inactive"})]}),e.jsx("span",{className:"shrink-0 text-xs text-muted-foreground",children:n.last_login_at?`Signed in ${Yn(n.last_login_at)}`:"Never signed in"})]},n.id))}),a>s.length&&e.jsxs("p",{className:"text-muted-foreground",children:["Showing ",s.length," of ",a,"."," ",e.jsx(je,{to:`/platform/users?society=${t}`,className:"font-medium text-foreground underline underline-offset-2",children:"See everyone in Users"})]})]})}function NT({societyId:t}){const s=Ms(re({queryKey:["audit","society-overview",t],queryFn:()=>ji.list({society_id:t,size:8}),...Wd}),t);return e.jsxs(L,{className:"min-w-0 overflow-hidden",children:[e.jsx(ne,{className:"pb-3",children:e.jsx(Kr,{icon:Bc,children:"Recent activity"})}),e.jsx($,{children:e.jsx(Sr,{view:s,what:"activity",children:a=>a.items.length===0?e.jsx("p",{className:"text-sm text-muted-foreground",children:"No activity recorded yet."}):e.jsx("ul",{className:"space-y-2 text-sm",children:a.items.map(n=>e.jsxs("li",{className:"min-w-0",children:[e.jsx("p",{className:"break-words",children:n.description}),e.jsxs("p",{className:"text-xs text-muted-foreground",children:[n.user_name??n.user_email??"System"," Â· ",Yn(n.created_at)]})]},n.id))})})})]})}const wh={disabled:"Sync is not enabled for this society.",connection_broken:"The QuickBooks connection is broken â reconnect from the integrations tab first.",realm_mismatch:"The saved configuration belongs to a different QuickBooks company â re-save the configuration first.",fee_discount_item_collision:"The fee item matches the discount item â fix the item configuration first.",stripe_not_configured:"Stripe keys are not configured for this society.",sync_in_progress:"A sync is already running for this society."};function Nh(t){if(t.summary){const n=t.summary,r=`${n.synced} synced Â· ${n.failed} failed Â· ${n.needs_review} needs review Â· ${n.skipped} skipped`,i=Object.keys(n.discovery_errors);return i.length>0?{tone:"partial",message:`Run incomplete â could not scan: ${i.join(", ")}. Counts may be missing records. ${r}`}:n.failed>0||n.needs_review>0||n.errors.length>0?{tone:"attention",message:`Run finished with records needing action â ${r}`}:{tone:"success",message:`Run complete â ${r}`}}const s=t.error?.response,a=typeof s?.data?.detail=="string"?s.data.detail:"";return s?.status===409&&Object.hasOwn(wh,a)?{tone:"blocked",message:wh[a]}:s?.status===503?{tone:"transient",message:"QuickBooks token refresh is temporarily unavailable â this usually self-heals; try again shortly."}:{tone:"generic",message:"The sync run could not be started."}}function kT(t){return t.status==="failed"?["force-retry","mark-resolved"]:t.status==="needs_review"?t.object_type==="refund_receipt"&&t.error_code==="parent_drift"?["re-snapsh

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This re-reads the receipt as it is now and adopts the edit, then you can force-retry the refund."};function FT({row:t,kind:s,societyId:a,open:n,onOpenChange:r,onSuccess:i}){const l=JA(),m=_T(t),c=s==="mark-resolved",d=t.object_type==="transfer"&&t.qbo_id!==null,[u,h]=o.useState(""),[p,x]=o.useState("document"),[f,b]=o.useState(t.qbo_doc_number??""),[N,j]=o.useState(null),w=c&&(!m||p==="document")&&!d,v=t.object_type==="transfer"&&w,k=f.trim(),S=k.length>0&&!Fc(k),_=l.isPending||u.trim().length===0||v||w&&(k.length===0||!Fc(k)),y=()=>{j(null),l.mutate({kind:s,recordId:t.id,societyId:a,note:u,qboDocNumber:w?k:void 0},{onSuccess:()=>{i?.(),r(!1)},onError:C=>j(CT(C))})};return e.jsx(Fe,{open:n,onOpenChange:l.isPending?void 0:r,children:e.jsxs(Te,{children:[e.jsxs(Ae,{children:[e.jsx(Ee,{children:ET[s]}),e.jsx(tt,{children:TT[s]})]}),c&&e.jsxs("div",{className:"space-y-3",children:[m?e.jsxs(Cn,{value:p,onValueChange:C=>x(C),children:[e.jsx("label",{htmlFor:"resolve-mode-document",className:"flex cursor-pointer flex-col gap-0.5 rounded-md border p-3 text-sm has-[[data-state=checked]]:border-brand-navy",children:e.jsxs("span",{className:"flex items-center gap-2 font-medium",children:[e.jsx(la,{id:"resolve-mode-document",value:"document"}),"Point at an existing QuickBooks document"]})}),e.jsxs("label",{htmlFor:"resolve-mode-external",className:"flex cursor-pointer flex-col gap-0.5 rounded-md border p-3 text-sm has-[[data-state=checked]]:border-brand-navy",children:[e.jsxs("span",{className:"flex items-center gap-2 font-medium",children:[e.jsx(la,{id:"resolve-mode-external",value:"external"}),"Resolved outside QuickBooks"]}),e.jsx("span",{className:"pl-6 text-xs text-muted-foreground",children:"Record is closed and no document will ever be linked."})]})]}):e.jsxs("div",{className:"space-y-1",children:[e.jsx("p",{className:"text-sm font-medium",children:d?"Verify the stored QuickBooks document":"Point at an existing QuickBooks document"}),e.jsx("p",{className:"text-xs text-muted-foreground",children:d?AT:"This record is already tied to a QuickBooks document â enter its reference number to verify against a different one, or leave the prefilled value."})]}),w&&!v&&e.jsxs("div",{className:"space-y-1.5",children:[e.jsx(T,{htmlFor:"resolve-qbo-id",children:"QuickBooks reference no."}),e.jsx(O,{id:"resolve-qbo-id",value:f,onChange:C=>b(C.target.value),disabled:l.isPending}),S&&e.jsx("p",{className:"text-xs text-destructive",children:"Use letters, numbers, periods, underscores, or hyphens only (max 21 characters)."}),e.jsx("p",{className:"text-xs text-muted-foreground",children:'The "NO." shown on the transaction in QuickBooks â on the receipt itself and in every transaction list.'})]}),v&&m&&e.jsx("p",{className:"text-xs text-muted-foreground",children:PT})]}),e.jsxs("div",{className:"space-y-1.5",children:[e.jsx(T,{htmlFor:"resolution-note",children:"Resolution note"}),e.jsx(It,{id:"resolution-note",value:u,onChange:C=>h(C.target.value),disabled:l.isPending})]}),N&&e.jsx("p",{className:"text-sm text-destructive",children:N}),e.jsxs(Ge,{children:[e.jsx(g,{type:"button",variant:"outline",onClick:()=>r(!1),disabled:l.isPending,children:"Cancel"}),e.jsx(g,{type:"button",onClick:y,disabled:_,children:l.isPending?"Workingâ¦":"Confirm"})]})]})})}const RT={unhandled_category:"Unhandled category",missing_in_ledger:"Missing from ledger",missing_in_qbo:"Missing in QuickBooks",total_mismatch_in_qbo:"Total mismatch in QuickBooks",clearing_variance:"Clearing variance"},kh={sales_receipt:"Sales receipt",refund_receipt:"Refund receipt",dispute_journal_entry:"Dispute journal entry",transfer:"Transfer",purchase:"Purchase"};function xi(t){return t?Object.hasOwn(kh,t)?kh[t]:t.length>0?t[0].toUpperCase()+t.slice(1).replace(/_/g," "):t:"â"}function MT(t){return t.status!=="open"?[]:t.flag_type==="missing_in_ledger"?["resolve-slots"]:t.flag_type==="missing_in_qbo"?["acknowledge","retarget","convert-external"]:["acknowledge"]}function DT(t){return t==="retarget"||t==="resolve-slots"}const _h={disabled:"Sync is not enabled for this society.",connection_broken:"The QuickBooks connection is broken â reconnect from the integrations tab first.",realm_mismatch:"The saved configuration belongs to a different QuickBooks company â re-save the configuration first.",stripe_not_configured:"Stripe keys are not configured for this society.",cutover_not_configured:"Set a cutover date for this society before running a tie-out.",pre_cutover_peri

3962od:"Run a tie-out only for months after the cutover date.",society_not_found:"Society not found."};function Py(t){const s=t?.response,a=typeof s?.data?.detail=="string"?s.data.detail:"";return a==="sync_in_progress"?"A sync is running for this society â try again in a minute.":s?.status===409&&Object.hasOwn(_h,a)?_h[a]:(s?.status===409||s?.status===422)&&a?a:s?.status===502&&a?`QuickBooks could not be reached (code: ${a}) â check the connection and try again.`:s?.status===503?"Token refresh is temporarily unavailable â try again shortly.":"The tie-out action failed."}function sn(t){return t==null?"â":new Intl.NumberFormat("en-US",{style:"currency",currency:"USD"}).format(t/100)}const Sh={payout_carryover_before_cutover:"a payout carried a balance from before the cutover date â set the cutover to a clean payout boundary",realm_mismatch:"the saved configuration belongs to a different QuickBooks company",unsupported_currency:"the clearing check only supports USD movements",cutover_not_midnight_aligned:"the cutover isn't midnight-aligned, so the clearing window is ambiguous",gl_report_parse:"QuickBooks returned a general-ledger report this check could not read",incomplete_leg1:"an earlier leg failed, so this check could not run",internal_error:"an unexpected error interrupted the check"};function lc(t){return Object.hasOwn(Sh,t)?Sh[t]:t}function LT(t){return Object.values(t.flags_created).reduce((s,a)=>s+a,0)}function $T(t){if(!t)return{tone:"none",badge:"No tie-out has run yet"};const s=Object.keys(t.errors).length;if(s>0)return{tone:"attention",badge:`Tie-out incomplete â ${s} check${s===1?"":"s"} could not run`};const a=t.variance_cents??0;return LT(t)>0||a!==0?{tone:"attention",badge:`Needs attention â variance ${sn(t.variance_cents)}`}:{tone:"ok",badge:`Books agree â variance ${sn(t.variance_cents)}`}}function qT(t){if(!t)return[];const s=(t.flags_created.unhandled_category??0)+(t.flags_created.missing_in_ledger??0),a=(t.flags_created.missing_in_qbo??0)+(t.flags_created.total_mismatch_in_qbo??0),n=t.errors.leg1,r=t.errors.leg2??t.errors.leg2_realm,i=t.errors.leg3,l=n?{name:"Stripe â ledger",desc:"Every owned movement has its document",result:`Skipped â ${lc(n)}`,tone:"attention"}:{name:"Stripe â ledger",desc:"Every owned movement has its document â no unmatched charges, refunds, disputes, or payouts",result:`${s>0?`${s} flag${s===1?"":"s"}`:"0 flags"}${(t.minimum_balance_suppressed??0)>0?` Â· ${t.minimum_balance_suppressed} skipped (minimum balance)`:""}`,tone:s>0?"attention":"ok"},m=r?{name:"Ledger â QuickBooks",desc:"Every synced document still exists in QuickBooks",result:`Skipped â ${lc(r)}`,tone:"attention"}:{name:"Ledger â QuickBooks",desc:"Every synced document still exists in QuickBooks with the expected total",result:a>0?`${a} flag${a===1?"":"s"} Â· ${t.leg2_checked} verified`:`${t.leg2_checked} verified`,tone:a>0?"attention":"ok"};let c;if(i)c={name:"Clearing account",desc:"Stripe clearing movement matches QuickBooks",result:`Skipped â ${lc(i)}`,tone:"attention"};else if(t.expected_movement_cents===null&&t.actual_movement_cents===null)c={name:"Clearing account",desc:"Stripe clearing movement matches QuickBooks",result:"No movement this period",tone:"ok"};else{const d=t.variance_cents??0;c={name:"Clearing account",desc:`Expected movement ${sn(t.expected_movement_cents)} Â· QuickBooks actual ${sn(t.actual_movement_cents)}`,result:`variance ${sn(t.variance_cents)}`,tone:d===0?"ok":"attention"}}return[l,m,c]}function Ay(t){const s=Mi(t);if(s)return`${s.getUTCFullYear()}-${String(s.getUTCMonth()+1).padStart(2,"0")}`}function IT(t=new Date,s){const a=t.getUTCFullYear(),n=t.getUTCMonth(),r=n===0?11:n-1,l=`${n===0?a-1:a}

3962-${String(r+1).padStart(2,"0")}`,m=Ay(s);return m&&m>l?m:l}function OT(t){return Ay(t?.cutover_at)}const UT=/^[0-9]+$/,zT="Transfers have no reference number â paste the id from the transfer's QuickBooks URL.",BT='The "NO." shown on the transaction in QuickBooks â on the document itself and in every transaction list.',KT={acknowledge:"Acknowledge flag",retarget:"Point at a QuickBooks document","convert-external":"Convert to external","resolve-slots":"Resolve missing documents"},QT={acknowledge:"Record that this movement has been handled manually in QuickBooks. Acknowledging does not change any books.",retarget:"Tie this flag to the QuickBooks document that already covers the movement. The reference is re-checked against QuickBooks before the flag closes.","convert-external":"The ledger entry will stop being verified against QuickBooks. The monthly clearing check still covers the movement's effect.","resolve-slots":"Tell the tie-out how each expected document was handled. Point at the QuickBooks document that covers it, or mark it resolved outside QuickBooks."};function Rc(t,s){return t==="transfer"?UT.test(s):Fc(s)}function Ch({id:t,objectType:s,value:a,onChange:n,disabled:r}){const i=s==="transfer",l=a.trim(),m=l.length>0&&!Rc(s,l);return e.jsxs("div",{className:"space-y-1.5",children:[e.jsx(T,{htmlFor:t,children:i?"QuickBooks internal id":"QuickBooks reference no."}),e.jsx(O,{id:t,value:a,onChange:c=>n(c.target.value),disabled:r}),m&&e.jsx("p",{className:"text-xs text-destructive",children:i?"Use digits only â the id from the transferâs QuickBooks URL.":"Use letters, numbers, periods, underscores, or hyphens only (max 21 characters)."}),e.jsx("p",{className:"text-xs text-muted-foreground",children:i?zT:BT})]})}function WT({flag:t,action:s,societyId:a,open:n,onOpenChange:r}){const i=XA(),[l,m]=o.useState(""),[c,d]=o.useState(null),[u,h]=o.useState(""),p=t.missing_slots.includes("unavailable"),x=p?[]:t.missing_slots,[f,b]=o.useState(()=>x.map(()=>({flavor:"object",identifier:""}))),N=t.object_type==="transfer",j=l.trim().length===0,w=(y,C)=>{b(P=>P.map((A,E)=>E===y?{...A,...C}:A))};let v=!0;s==="retarget"?v=Rc(N?"transfer":t.object_type??"",u.trim()):s==="resolve-slots"&&(v=!p&&x.every((y,C)=>{const P=f[C];return P.flavor==="external"?!0:Rc(y,P.identifier.trim())}));const k=i.isPending||j||!v,S=()=>{d(null);const y={action:s,flagId:t.id,societyId:a,note:l};s==="retarget"?N?y.qboId=u.trim():y.qboDocNumber=u.trim():s==="resolve-slots"&&(y.dispositions=x.map((C,P)=>{const A=f[P];return A.flavor==="external"?{object_type:C,flavor:"external"}:C==="transfer"?{object_type:C,flavor:"object",qbo_id:A.identifier.trim()}:{object_type:C,flavor:"object",qbo_doc_number:A.identifier.trim()}})),i.mutate(y,{onSuccess:()=>r(!1),onError:C=>d(Py(C))})},_=s==="resolve-slots"&&x.length===0&&!p;return e.jsx(Fe,{open:n,onOpenChange:i.isPending?void 0:r,children:e.jsxs(Te,{children:[e.jsxs(Ae,{children:[e.jsx(Ee,{children:KT[s]}),e.jsx(tt,{children:QT[s]})]}),s==="retarget"&&e.jsx(Ch,{id:"tieout-retarget-id",objectType:N?"transfer":t.object_type??"",value:u,onChange:h,disabled:i.isPending}),s==="convert-external"&&e.jsx("p",{className:"rounded-md border border-amber-200 bg-amber-50 p-3 text-xs text-amber-700 dark:border-amber-900/40 dark:bg-amber-950/20 dark:text-amber-300",children:"The ledger entry will stop being verified against QuickBooks. The monthly clearing check still covers the movementâs effect."}),s==="resolve-slots"&&p&&e.jsx("p",{className:"rounded-md border border-amber-200 bg-amber-50 p-3 text-xs text-amber-700 dark:border-amber-900/40 dark:bg-amber-950/20 dark:text-amber-300",children:"Stripe could not be reached to enumerate the missing documents â retry later."}),_&&e.jsx("p",{className:"text-sm text-muted-foreground",children:"All expected documents now exist in the ledger â confirming closes this flag."}),s==="resolve-slots"&&x.map((y,C)=>{const P=f[C];return e.jsxs("div",{className:"space-y-2 rounded-md border p-3",children:[e.jsx("p",{className:"text-sm font-medium",children:xi(y)}),e.jsxs(Cn,{value:P.flavor,onValueChange:A=>w(C,{flavor:A}),children:[e.jsxs("label",{htmlFor:`slot-${C}-object`,className:"flex cursor-pointer items-center gap-2 text-sm font-medium",children:[e.jsx(la,{id:`slot-${C}-object`,value:"object"}),"Point at an existing QuickBooks document"]}),e.jsxs("label",{htmlFor:`slot-${C}-external`,className:"flex cursor-pointer flex-col gap-0.5 text-sm",children:[e.jsxs("span",{className:"flex items-center gap-2 font-medium",children:[e.jsx(la,{id:`slot-${C}-external`,value:"external"}),"Resolved outside QuickBooks"]}),e.jsx("span",{className:"pl-6 text-xs text-muted-foreground",children:"The movement is recorded elsewhere and no QuickBooks document will be linked."})]})]}),P.flavor==="object"&&e.jsx(Ch,{id:`slot-${C}

3962-id`,objectType:y,value:P.identifier,onChange:A=>w(C,{identifier:A}),disabled:i.isPending})]},`${y}-${C}`)}),e.jsxs("div",{className:"space-y-1.5",children:[e.jsx(T,{htmlFor:"tieout-note",children:"Resolution note"}),e.jsx(It,{id:"tieout-note",value:l,onChange:y=>m(y.target.value),disabled:i.isPending})]}),c&&e.jsx("p",{className:"text-sm text-destructive",children:c}),e.jsxs(Ge,{children:[e.jsx(g,{type:"button",variant:"outline",onClick:()=>r(!1),disabled:i.isPending,children:"Cancel"}),e.jsx(g,{type:"button",onClick:S,disabled:k,children:i.isPending?"Workingâ¦":"Confirm"})]})]})})}const VT="Reconnect QuickBooks to act on flags.",GT={acknowledge:"Acknowledge",retarget:"Point at document","convert-external":"Convert to external","resolve-slots":"Resolve"};function YT(t){const s=Mi(t);return s?Hp(s,{addSuffix:!0}):"never"}function HT({societyId:t,config:s}){const{data:a,isLoading:n,isError:r}=jy(t),[i,l]=o.useState(null),[m,c]=o.useState(null),d=s.connected===!0,u=a?.flags??[],h=s.last_tieout_summary,p=$T(h),x=qT(h),f=p.tone==="ok"?"bg-emerald-50 text-emerald-700 dark:bg-emerald-950/30 dark:text-emerald-300":p.tone==="attention"?"bg-amber-50 text-amber-700 dark:bg-amber-950/30 dark:text-amber-300":"bg-muted text-muted-foreground",b=p.tone==="ok"?"bg-emerald-500":p.tone==="attention"?"bg-amber-500":"bg-muted-foreground/60";return e.jsxs("section",{id:"tieout",className:"space-y-4 scroll-mt-6",children:[e.jsxs("div",{className:"flex flex-wrap items-baseline gap-x-3 gap-y-1",children:[e.jsx("h2",{className:"text-lg font-semibold tracking-tight",children:"Monthly tie-out"}),e.jsx("p",{className:"text-sm text-muted-foreground",children:h?`Last run: ${h.period}, ${YT(s.last_tieout_at)}`:"No tie-out has run yet â run one after month-end to verify the books."}),e.jsx("span",{className:"flex-1"}),e.jsxs("span",{className:`inline-flex items-center gap-2 rounded-full px-3 py-1 text-xs font-semibold ${f}`,children:[e.jsx("span",{className:`h-1.5 w-1.5 shrink-0 rounded-full ${b}`}),p.badge]})]}),x.length>0&&e.jsx(L,{className:"min-w-0 overflow-hidden",children:e.jsx($,{className:"divide-y p-0",children:x.map(N=>e.jsxs("div",{className:"flex flex-wrap items-center gap-x-3 gap-y-1 px-4 py-3",children:[e.jsx("span",{className:"w-40 shrink-0 text-sm font-medium",children:N.name}),e.jsx("span",{className:"min-w-0 flex-1 text-xs text-muted-foreground",children:N.desc}),e.jsx("span",{className:`text-xs font-semibold tabular-nums ${N.tone==="ok"?"text-emerald-600 dark:text-emerald-400":"text-amber-600 dark:text-amber-400"}`,children:N.result})]},N.name))})}),e.jsx(L,{className:"min-w-0 overflow-hidden",children:e.jsx($,{className:"p-0",children:n?null:r?e.jsxs("div",{className:"m-3 flex items-start gap-2 rounded-lg border border-destructive/30 bg-destructive/10 p-3 text-sm text-destructive",children:[e.jsx(Dt,{className:"mt-0.5 h-4 w-4 shrink-0"}),e.jsx("p",{children:"Tie-out flags could not be loaded â refresh to retry."})]}):u.length===0?e.jsxs("div",{className:"flex flex-col items-center gap-1.5 py-10 text-center text-sm text-muted-foreground",children:[e.jsx(Kt,{className:"h-5 w-5 text-emerald-500"}),e.jsx("p",{children:"No open tie-out flags. Acknowledged flags move to the audit trail."})]}):e.jsxs(Pt,{children:[e.jsx(At,{className:"bg-muted/30",children:e.jsxs(Ue,{className:"hover:bg-transparent",children:[e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Period"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Type"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Document"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Amount"}),e.jsx(H,{className:"h-10 text-[11px] font-semibold uppercase tracking-wider text-muted-foreground/80",children:"Actions"})]})}),e.jsx(Et,{children:u.map(N=>{const j=MT(N),w=N.record_source_id??N.balance_txn_id;

3962return e.jsxs(Ue,{className:"hover:bg-brand-navy/[0.04] dark:hover:bg-brand-navy/10",children:[e.jsx(G,{className:"whitespace-nowrap text-xs font-mono",children:N.period}),e.jsx(G,{className:"whitespace-nowrap text-xs",children:e.jsxs("span",{className:"inline-flex items-center gap-1.5",children:[e.jsx("span",{className:"h-1.5 w-1.5 shrink-0 rounded-full bg-amber-500"}),e.jsx("span",{className:"font-medium",children:RT[N.flag_type]})]})}),e.jsxs(G,{className:"max-w-[18rem]",children:[e.jsx("div",{className:"truncate text-xs",title:xi(N.object_type),children:xi(N.object_type)}),w&&e.jsx("div",{className:"mt-0.5 truncate font-mono text-xs text-muted-foreground",title:w,children:w})]}),e.jsx(G,{className:"whitespace-nowrap font-mono text-xs",children:sn(N.amount_cents)}),e.jsx(G,{children:e.jsx("div",{className:"flex flex-wrap gap-2",children:j.map(v=>{const k=DT(v),S=m===N.id||k&&!d;return e.jsx(g,{type:"button",variant:"outline",size:"sm",disabled:S,title:k&&!d?VT:void 0,onClick:()=>{c(N.id),l({flag:N,action:v})},children:GT[v]},v)})})})]},N.id)})})]})})}),u.length>0&&e.jsx("p",{className:"text-xs text-muted-foreground",children:"Acknowledged flags leave this list â the audit log records them."}),i&&e.jsx(WT,{flag:i.flag,action:i.action,societyId:t,open:!!i,onOpenChange:N=>{N||(l(null),c(null))}})]})}function Vd(t){return t.status==="failed"||t.status==="needs_review"}function JT(t){return[...t.needs_review??[],...t.failed??[],...t.synced??[],...t.skipped??[]]}function ZT(t){return{all:t.length,needs_attention:t.filter(Vd).length,synced:t.filter(s=>s.status==="synced").length,skipped:t.filter(s=>s.status==="skipped").length}}function XT(t,s){return s==="all"?t:s==="needs_attention"?t.filter(Vd):s==="synced"?t.filter(a=>a.status==="synced"):t.filter(a=>a.status==="skipped")}function eF(t){return t.qbo_doc_number??t.qbo_id??null}function tF(t,s){const a=s.trim().toLowerCase();return a.length===0?!0:[t.source_id,t.qbo_doc_number,t.qbo_id,t.object_type].some(r=>(r??"").toLowerCase().includes(a))}function sF(t){switch(t){case"synced":return{label:"Synced",dot:"bg-emerald-500"};case"failed":return{label:"Failed",dot:"bg-red-500"};case"needs_review":return{label:"Needs review",dot:"bg-amber-500"};case"skipped":return{label:"Skipped",dot:"bg-muted-foreground/60"};default:return{label:xi(t),dot:"bg-muted-foreground/60"}}}function aF(t){return t.resolution_note&&t.resolved_at?{label:"Force-retried â synced",whenRaw:t.resolved_at}:t.synced_at?{label:"Auto-synced",whenRaw:t.synced_at}:{label:t.error_code??t.skip_reason??"Pending",whenRaw:t.last_attempt_at}}function nF(t,s){return(t?.synced_count??0)>(s?.length??0)}function Ph(t){return t==null?"(none)":typeof t=="boolean"?t?"on":"off":typeof t=="string"?t.length>0?t:"(empty)":typeof t=="object"?JSON.stringify(t):String(t)}function rF(t){return!t||typeof t!="object"?"":Object.entries(t).map(([a,n])=>{const r=n??{};return`${a}: ${Ph(r.old)} â ${Ph(r.new)}`}).join(" Â· ")}function iF(t){return t.changes&&typeof t.changes=="object"?t.changes:{}}function lF(t){if(!t||typeof t!="object")return!1;const s=t.enabled;if(!s||typeof s!="object")return!1;const{old:a,new:n}=s;return a!==n}function oc(t){return typeof t=="string"&&t.length>0?t:void 0}function Ey(t){return t.user_email??"Scheduled"}function oF(t){const s=iF(t),n={who:Ey(t),whenRaw:t.created_at},r=t.action??"";switch(r){case"qbo_tieout_run":{const i=oc(s.period);return{...n,tone:"ok",title:i?`Tie-out for ${i}`:"Tie-out run",detail:t.description||""}}case"qbo_recovery_force_retry":return{...n,tone:"ok",title:"Force retry",detail:t.description||""};case"qbo_recovery_mark_resolved":return{...n,tone:"ok",title:"Mark resolved",detail:t.description||""};case"qbo_recovery_re_snapshot":return{...n,tone:"ok",title:"Re-snapshot parent",detail:t.description||""};case"qbo_tieout_acknowledge":case"qbo_tieout_retarget":case"qbo_tieout_convert_external":case"qbo_tieout_resolve_slots":{const i={qbo_tieout_acknowledge:"Acknowledged tie-out flag",qbo_tieout_retarget:"Pointed tie-out flag at document",qbo_tieout_convert_external:"Converted tie-out flag to external",qbo_tieout_resolve_slots:"Resolved tie-out flag"}

3962,l=oc(s.flag_type),m=oc(s.period),c=[l,m].filter(Boolean).join(" Â· ");return{...n,tone:"ok",title:i[r],detail:c||t.description||""}}case"quickbooks_config_updated":{const i=rF(s.fields);return{...n,tone:lF(s.fields)?"warn":"mute",title:"Configuration updated",detail:i||t.description||""}}case"quickbooks_connected":return{...n,tone:"mute",title:"Connected QuickBooks",detail:t.description||""};case"quickbooks_disconnected":return{...n,tone:"mute",title:"Disconnected QuickBooks",detail:t.description||""};default:return{...n,tone:"mute",title:t.description||cF(r)||"Activity",detail:t.description??""}}}function cF(t){if(t.length===0)return"";const s=t.replace(/^(qbo_|quickbooks_)/,"").replace(/_/g," ");return s.length>0?s[0].toUpperCase()+s.slice(1):s}const dF={ok:"bg-emerald-500",warn:"bg-amber-500",bad:"bg-red-500",mute:"bg-muted-foreground/60"},mF=[{key:"all",label:"All"},{key:"needs_attention",label:"Needs attention"},{key:"synced",label:"Synced"},{key:"skipped",label:"Skipped"}];function Ah(t){if(an(t)){const s=t.response?.data?.detail;if(typeof s=="string"&&s.trim())return s}return"Something went wrong. Please try again."}function Eh(t){const s=Mi(t);return s?s.toLocaleString():"â"}const si={success:"border-emerald-200 bg-emerald-50 text-emerald-700 dark:border-emerald-900/40 dark:bg-emerald-950/20 dark:text-emerald-300",attention:"border-amber-200 bg-amber-50 text-amber-700 dark:border-amber-900/40 dark:bg-amber-950/20 dark:text-amber-300",blocked:"border-amber-200 bg-amber-50 text-amber-700 dark:border-amber-900/40 dark:bg-amber-950/20 dark:text-amber-300",transient:"border-amber-200 bg-amber-50 text-amber-700 dark:border-amber-900/40 dark:bg-amber-950/20 dark:text-amber-300",partial:"border-destructive/30 bg-destructive/10 text-destructive",generic:"border-destructive/30 bg-destructive/10 text-destructive"},uF={"force-retry":"Force retry","mark-resolved":"Mark resolved","re-snapshot-parent":"Re-snapshot parent"},cc="Reconnect QuickBooks to act on records.";function hF(t){const s=Object.values(t.flags_created).reduce((i,l)=>i+l,0),a=t.minimum_balance_suppressed??0,n=`Checked ${t.leg2_checked} documents Â· ${s} new flag${s===1?"":"s"} Â· variance ${sn(t.variance_cents)}${a>0?` Â· ${a} minimum-balance entr${a===1?"y":"ies"} skipped`:""}`,r=Object.keys(t.errors).length;return r>0?{tone:"partial",message:`Tie-out incomplete â ${r} check(s) could not run. ${n}`}:s>0||(t.variance_cents??0)!==0?{tone:"attention",message:n}:{tone:"success",message:`Tie-out clean â ${n}`}}function pF(t){return t?.connection_status==="connected"?{label:"Connected",dot:"bg-emerald-500"}:t?.connection_status==="broken"?{label:t.broken_reason?`Broken (${t.broken_reason})`:"Broken",dot:"bg-amber-500"}:{label:"Disconnected",dot:"bg-muted-foreground/60"}}function xF(){const{id:t}=Ds(),{data:s,isLoading:a}=Ir(t),{data:n,isError:r,error:i,refetch:l}=Qd(t),{data:m,isLoading:c,isError:d,error:u,refetch:h}=UA(t),p=HA(),x=ZA(),{data:f,isSuccess:b}=jy(t),N=zA(t),[j,w]=o.useState("ledger"),[v,k]=o.useState("all"),[S,_]=o.useState(""),[y,C]=o.useState(null),[P,A]=o.useState(null),[E,Q]=o.useState(null),[U,D]=o.useState(()=>IT(new Date,n?.cutover_at)),[K,xe]=o.useState(null),[z,ae]=o.useState(null),ue=`/platform/societies/${t}/settings?tab=integrations`,_e=n?.connected===!0,ee=Ce=>{h().then(ze=>{const Ze=ze.data?.synced?.find(de=>de.id===Ce);if(!Ze)return;const Re=Ze.qbo_doc_number??Ze.qbo_id;Q(Re?`Synced â QuickBooks ref ${Re}`:"Synced to QuickBooks.")})},se=()=>{t&&(C(null),p.mutate({societyId:t},{onSuccess:Ce=>C(Nh({summary:Ce})),onError:Ce=>C(Nh({error:Ce}))}))},le=()=>{t&&(A(null),x.mutate({societyId:t,period:Qe||void 0},{onSuccess:Ce=>A(hF(Ce)),onError:Ce=>A({tone:"generic",message:Py(Ce)})}))},oe=JT(m??{}),Pe=ZT(oe),M=XT(oe,v).filter(Ce=>tF(Ce,S)),I=nF(m?.totals,m?.synced),R=!m||m.failed.length===0&&m.needs_review.length===0&&m.skipped.length===0&&(m.synced?.length??0)===0,X=f?.open_count??0,Se=n?.connected===!1&&R&&b&&X===0,ce=Object.entries(m?.last_run_summary?.discovery_errors??{}),ke=Pe.needs_attention,ve=pF(n),Ne=OT(n),Qe=Ne&&U<Ne?Ne:U,Oe=(N.data?.activity??[]).map(Ce=>({id:Ce.id,...oF(Ce),who:Ey(Ce)}));return e.jsxs("div",{className:"space-y-6",children:[e.jsxs("div",{className:"flex flex-wrap items-center gap-3",children:[e.jsx(g,{variant:"ghost",size:"icon",asChild:!0,children:e.jsx(je,{to:ue,"aria-label":"Back to integrations",children:e.jsx(es,{className:"h-4 w-4","aria-hidden":"true"})})}),e.jsx("div",{className:"flex h-10 w-10 shrink-0 items-center justify-center rounded-lg bg-brand-navy

3962/10 text-brand-navy dark:bg-brand-navy/40 dark:text-sky-300",children:e.jsx(Qp,{className:"h-5 w-5"})}),e.jsxs("div",{className:"min-w-0 flex-1",children:[e.jsx("h1",{className:"text-2xl font-semibold tracking-tight",children:"QuickBooks sync"}),e.jsx("p",{className:"mt-1 flex flex-wrap items-center gap-x-2 gap-y-0.5 text-sm text-muted-foreground",children:a||!s?"Loading societyâ¦":e.jsxs(e.Fragment,{children:[e.jsx("span",{className:"font-medium text-foreground",children:s.name}),e.jsx("span",{"aria-hidden":!0,children:"Â·"}),e.jsxs("span",{className:"inline-flex items-center gap-1.5",children:[e.jsx("span",{className:`h-1.5 w-1.5 shrink-0 rounded-full 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Please try again."}function LF(t){return t.connection_status==="connected"?{label:"Connected",dot:"bg-emerald-500"}:t.connection_status==="broken"?{label:t.broken_reason?`Broken (${t.broken_reason})`:"Broken",dot:"bg-amber-500"}:{label:"Disconnected",dot:"bg-muted-foreground/60"}}function cl({feedback:t}){return t?t.kind==="success"?e.jsxs("span",{className:"flex items-center gap-1.5 text-sm text-emerald-700 dark:text-emerald-400",children:[e.jsx(Kt,{className:"h-3.5 w-3.5"}),t.message??"Configuration saved."]}):t.kind==="realm_changed"?e.jsx("p",{className:"text-sm text-destructive",children:"The QuickBooks company changed since this page loaded. 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Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.