Association management software.
Every branch, connected.

01 / COORDINATE YOUR BRANCHES

Local knowledge. A consistent renewal process.

A branch secretary knows the member. Your central team is responsible for applying the association’s policy. VeritableRoll connects those responsibilities: local staff prepare the case, a separate reviewer considers the submission, and an authorised person issues the approved renewal.

Access follows the bodies and branches assigned to each staff member. Seeing someone in one branch does not grant access to their memberships elsewhere. That matters when a shared national register contains people belonging to more than one local group.

02 / TRANSFER YOUR REGISTER

Keep the numbers your members already know.

Export a CSV from your existing database or spreadsheet. Match its columns, map branches and grades, resolve the flagged records and review the import before confirming it. A member number such as 0000001 keeps its leading zeros.

Separate the source system’s identifiers from the register’s internal identity. Start with a representative group that includes multiple branches, shared email addresses and a member with an unusual renewal date. Reconcile those records before bringing across the whole list.

03 / COMPLETE A REALISTIC CASE

Know what holds up the next renewal.

In our fictional example, Alex has paid the annual fee but has only 18 of the required 25 CPD hours and no indemnity reference. The assessment shows both outstanding requirements. A payment on its own does not make the member ready.

1. The branch officer supplies the missing evidence or asks for a policy-permitted exception.
2. A separate central reviewer approves or returns the case with a reason.
3. The approved renewal is issued, with the reviewed assessment and decision history retained.

For your association, agree which requirements apply to each grade, the relevant dates and who may approve exceptions. Explore CPD-linked renewals if professional development is part of that decision.

What to check during your association’s trial

Use the guided sample workspace first. Then import a permitted sample of your records, invite the people who will operate the process, submit one incomplete case and complete one eligible renewal. Export the results and compare them with your original list.

The trial lasts 14 days and requires no card. You choose whether to subscribe; it does not automatically charge you. Starter is £39/month plus applicable VAT for up to 500 members and 1 branch. Association is £99/month for up to 2,000 members and 5 branches, also plus applicable VAT. Larger plans cover 5,000 and 15,000 members, with a separate quotation for larger organisations.

Association-to-member payments and outgoing reminders have their own provider and delivery setup. Agree those arrangements for your association alongside the register and approval workflow.