Getting started
The first hour with MemberDex: from application to your first invite batch. If you get stuck on any step, email us at support@memberdex.app.
1. Submit your application
Use the Start a Community form to send us your community name, type, expected size, and contact details. We'll respond within one business day with a kickoff link — no setup fee. Want to try before you commit? A 14-day trial is available on request.
You don't need to pick a billing period up front. We'll start you on monthly and switch you to quarterly or annual after onboarding if you want the discount. Annual also waives the optional white-glove onboarding fee.
2. (Optional) White-glove onboarding
If you'd like us to handle bulk data migration from a spreadsheet or legacy directory, design your custom fields, and walk you through your first invite batch in a working session, our white-glove onboarding is $200 one-time — or free with a one-year commitment. It's invoiced through Stripe at kickoff.
If you're comfortable doing it yourself, skip this step. The dashboard is built to be self-serve.
3. Sign in to the admin dashboard
Open the admin dashboard at app.memberdex.tatzel.io and sign in with the email and password we sent you. The first thing you'll see is your community's Members page (empty until you add people).
Go to Settings → Appearance to upload your community logo and pick your brand colors. Members see this branding inside the iOS app.
4. Pick your fields
Open Fields in the sidebar. By default we provide a Standard template (name, email, phone, business name, website, photo). If your community needs more — industry, referral specialty, chapter, board seat, professional license — switch to Custom mode and add fields with the type that makes sense (text, number, dropdown, date).
Field changes are immediate. You can rename, reorder, or remove fields at any time. Existing values are preserved unless you explicitly delete a field.
5. Add or import members
You can add members one at a time on the Members page, or import a CSV. The CSV importer shows you a preview of the diff before any data is committed: which rows will create new members, which will update existing ones, and which rows have errors. Apply the preview when it looks right.
Common imports: a roster from Google Sheets, an export from your previous directory tool, or an alumni spreadsheet. Headers are matched to fields by name; we'll show you anything we couldn't auto-map.
6. Send your first invites
Members need to accept an invite before they can sign in. Use Invite All to send invitations to everyone who hasn't received one yet, or invite people one at a time from the Members page.
Members get an email with a personalized link. Tapping the link from an iPhone opens the App Store, prompts the install, and pairs the device to your community. They see your branding before they even create their password.
7. Activate your subscription
When you're satisfied with your setup, we activate your subscription. Stripe sends the first month's invoice; subsequent invoices arrive on the same day each billing period. Manage cards and download invoices anytime from the customer billing portal.
What's next
Read the Admin guide for day-to-day workflows, the Billing guide for how invoicing works, or the Security guide if you have a board member who wants the technical details.