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—Member composition
Where the body of your community sitsYour people
Members, prospects, and friends. The human heart of your community. Search, segment, and stay close.
Columns:
Choose which columns appear in the People table for this view. Column configs are saved per-view and stored in your browser.
New view
Leave empty to include everyone regardless of status.
Filter by the level each member is assigned to.
Last 7 days, last 30 days, or a custom range.
Match on tags or any custom field the org has created.
Saved views appear as tabs above the list. Only you see your custom views.
Add admin note
Assign Membership Level
Your events
Plan, host, and recap your gatherings.
Your public website
The home you give visitors before they become members. Edit pages, swap blocks, and watch it update in place.
No live preview available yet.
Reports
Members by Status
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Members by Tier
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Recent Members (Last 30 Days)
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Upcoming Events
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Messages — Lifecycle
Every email this org sends, organized by what it does.
, renewal lifecycle
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Default event pack
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One-time sends you compose and fire to a segment.
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Reusable email content for broadcasts and automations. Edit copy, send a test, or send to a segment.
Settings — Membership
System email recipients
CC additional staff on automated emails. Up to 25 addresses per category. Separate addresses with commas or newlines.
CC'd on application_initiation, level changes, suspensions, reinstatements.
CC'd on event registration confirmations and event reminders.
CC'd on renewal confirmations and payment failures.
CC'd on donation receipts when the donations module is enabled.
Custom domain
Run your published site at your own domain (e.g., members.yourorg.com) instead of {slug}.app.coveyhq.com.
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Team members
Add other people to help run your org. They'll log in with their email.
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Roles
What each role can do. Assign roles to people from the Team members tab.
Everything, plus billing-tier changes, ownership transfer, and org deletion. Exactly one per org.
Co-equal operator. Everything except transfer ownership and delete the org.
Manage events & registrations. Can read members but can't edit them.
Site builder and custom domain. No member, billing, events, or email access.
Send broadcasts, view the member directory. No events, billing, or builder access.
Read-only across the dashboards they have access to.
Invite a teammate
Edit roles
Activity log
Who did what, when. Investigate changes, confirm a broadcast, or audit a member edit. Records are retained for 365 days.
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Activity detail
Sending email
Verifying your own sending domain is what keeps invites, receipts and broadcasts out of members’ spam folders — until DKIM is verified, everything you send goes out from our shared platform sender instead of your address.
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Plan & usage
Your CoveyHQ subscription and how much of your member capacity you're using.
Current Plan
Up to 20 members
Members
0 of — used
Email sends this month
0 sent
Payment method
The card on file we use to charge your CoveyHQ subscription. Updating opens the Stripe customer portal in a new tab.
Payment Method
No payment method on file
Payment Setup
Connect your bank account to start accepting membership dues and event ticket payments. Money goes directly to your bank, CoveyHQ never touches your funds.
Not Connected
Set up payments to collect dues and sell event tickets
Account management
Update your bank account, business details, or disconnect Stripe entirely. Changes that require verification go through Stripe's hosted form.
Transactions
Every charge Stripe has settled to your connected account. Refunds roll up under the charge they reversed.
Disputes
Respond to chargebacks here. Evidence is sent to Stripe and then to the cardholder's bank, once submitted you can't edit it.
Tax documents
Stripe issues 1099-K forms for eligible accounts. The canonical copy lives in your Stripe Express dashboard; deep link below.
Issue refund
Respond to dispute
Fill in whatever evidence applies. Save draft preserves your work; Submit sends it to Stripe and locks further edits.
Custom fields
Capture anything beyond the system fields: member attributes, application questions, extra charges. Each field has its own visibility (public / members / admin) and can be scoped to specific levels.
System fields
Built-in. Required on every application. Can't be removed.
| First name | Text | Everyone | System |
| Last name | Text | Everyone | System |
| Text | Members only | System |
Custom fields
Appear on the application form, member profile, and directory based on visibility.
No custom fields yet.
Extra charges
Fee-based fields that add line items to the application or renewal invoice, initiation fees, optional donations, merch, or calculated dues.
No extra charges configured.
Membership levels
Each level defines pricing, renewal cadence, and what members can access. Click a level to edit its application form, approval flow, and member-facing copy.
| Name | Fee | Renewal | Members | Auto-renew | Public |
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Edit field
Membership cards
Every member gets a digital card from their profile. Design it once, every member's card updates automatically.
Values in {braces} are replaced with each member's data.
Logo
Transparent PNG, min 200×200. Max 5 MB.