A mistyped signup email is fixed from your dashboard, the welcome email is retried if it fails, and trial emails open sign-in with your address filled in.
When a link to orghq.org or the demo carries a campaign tag — a ref or utm_ part of the address, such as ?ref=newsletter — a second first-party cookie, oh_ref, now keeps that tag, the first one only.
The OrgHQ section of the weekly summary your admins receive now links to OrgHQ’s public status page, which checks the platform from outside every few minutes and keeps 90 days of history.
Choose your workspace’s currency — US, Canadian, Australian or New Zealand dollars, British pounds or euros — and your prices, checkout, emails and books are all in it.
Every board member opens the board’s files and reports from the member hub; the board report totals your accounts; and the data export keeps each treasurer’s report as a PDF and a spreadsheet.
Changing an account’s opening balance or its “as of” date on Accounts, or where Stripe’s books start on Reconcile, used to go through under a closed month — and the closed month’s account balances moved with nothing to say so.
On the Overview, the All accounts row of “Accounts in September” counted every transfer between your own accounts — a Stripe payout, a move to Savings — as both money in and money out, so its Money in was higher than the glance’s above it.
Membership/dues-history.csv in your data export now has charged_currency and charged_amount: what Stripe charged for each payment made on your website, in the currency it charged.
An account’s opening balance used to count in every month before its “as of” day: a CD added on October 8 “as of” October 5 showed on September’s report and in the year statement’s balances for the year before, and a closed September read “Changed since closed”.
A member whose auto-renewal stays in US dollars after your workspace moved to pounds now sees their renewal in US dollars on Pay My Renewal — the amount they will be charged — not in pounds.
Every “Download as Spreadsheet” — People, the import template, an event’s registrations and evaluations, an application’s submissions — now opens in Excel on Windows with names like José, François and Nguyễn intact, where it used to show garbled letters.
An account you archived after emptying it no longer drops out of the months it still held money: each month’s “All accounts” now ends where the next one begins, and the board report lists the account at that month’s end.
Money works a month at a time: you close each month’s books, every account and Stripe reconcile on one page, and the board’s report goes after the close and opens for every board member.
Money opens on the month that needs closing: what is left to do, each account’s status with Stripe included, and the month’s figures, with tabs that keep the month.
A closed month is locked until you reopen it, each line on Transactions has a Mark Cleared button, and the bank import and possible duplicates moved to Transactions.
Possible duplicates now pair one to one, Remove All leaves Stripe payouts to become transfers, and the bank import’s transfers can name any of your accounts.
A check or cash payment recorded on a member’s record is now a Membership Dues entry in Money — counted once, in your main account, ready to reconcile.
Entries are Income, Expense or Transfer between your own accounts, each with a Cleared box — and once a month, reconcile each account with the bank statement right on the Money page.
Editing a September entry in the Money table and pressing Save changes said “Some of these entries are in months already reported to the board” — every time, because the check looked at every row on the page, not the ones you changed.
Ask members who clicked through to a partner event whether they went, in one tap; Board Insights now counts imported members’ renewals, declined cards and subscription prices.
A member whose renewal card is declined is taken straight to Pay My Renewal, which pays it on the spot — and Join never takes a second payment from a subscriber.
The weekly summary now shows membership growth, your news and next newsletter, OrgHQ’s uptime, and what’s new — and “New members” no longer counts renewals.
Archived people who sign back in are restored automatically, blocked people are told why, and Do Not Contact no longer stops receipts or card-declined notices.
New: tag your events (with a filter on your Events page), recordings listed oldest first, three events on your home page, and “you already have this certificate” on the course page.
If you add your own sending domain under Integrations and it never gets verified, it’s now removed after 30 days — the Integrations page shows the date while it waits, and you’re emailed when it happens.
When a form is turned back — a missing field, a mistyped email address, a photo that didn’t upload — it now comes back with everything you entered still in it.
With the job board on, visitors can leave their email address on the board (and confirm it from their inbox), and signed-in members can tick “Email me new job openings” on their hub profile.
When a member’s auto-renewal card is declined, Stripe tries it again over the following days and the member is emailed once, with a link to update their card.
Under Settings → The Basics → Date & Money Format, choose the United States, Canada, the United Kingdom, Ireland, Australia, or New Zealand, and every date, time, and price on your site and in your emails is written that way — a UK association’s members read “2 Oct 2026 · 14:30 BST”.
Anti-spam law (CAN-SPAM) requires a postal address in every newsletter, so emails to your contact list — the monthly newsletter, broadcasts, event announcements, job alerts — now wait until one is filled in under Settings → The Basics.
Settings → Your Data now hands over the rest of what you own: press Images & Files beside the main export and download every photo, logo, headshot, and uploaded file in numbered parts.
Disable Sign-In on a People record now pauses the person everywhere, not just at the member hub door: they’re signed out, your association sends them no email of any kind, they drop out of the member directory, members can’t message them, and any store listings come off the storefront.
Speaker invitations, with the recording consent and conflict-of-interest disclosure, used to wait for an online meeting link, so speakers at in-person events were never invited.
The admin Events page splits into Upcoming & Drafts and Past 12 Months, so the list you work from every week is only what’s ahead, and last year’s programs are still one click away for certificates and recordings.
Turn on an optional job board and employers pay your association to post openings to your members — the money arriving in your own Stripe account alongside dues and registrations.
Pick "Board Meeting" as the event type and it becomes board-only automatically: never on your public site, no announcement blast — instead, every board member is registered and emailed a calendar invite the moment you publish.
Build a survey next to your forms (ratings, choices, open text), send it from Broadcast, and every member gets their own one-click link: no sign-in, exactly one response per person.
One button on Settings downloads everything your organization owns as ordinary files: people, events and registrations, dues history, news posts, board files in their folders, and (for designated money admins) the complete ledger with receipts.
Add speakers (one, two, or a panel) by name and email: invitations, recording consent, conflict-of-interest disclosure, slide collection, a complimentary registration with CE, and their photos on the flyer and event page all happen automatically.
Limit the Money page and treasurer’s report to designated admins; once a month has been reported to the board, editing it asks for an explicit confirmation.
Edit a plan’s price or name in place, retire a plan without stranding auto-renewals (renewals stop at each member’s paid-through date, with an optional notice email), stop a member’s auto-renew for them when they call the office, and grant complimentary or extended memberships in one click.
Raise a plan’s price and, if you choose, move current auto-renew members to it the right way: they’re emailed the old price, the new price, and the date; nothing changes for 30 days; and the new amount first appears at their next renewal after that.
A plain-English guide to every routine job — posting an event, importing your member list, the treasurer’s monthly routine, and more — built into the admin Support page, each just a few numbered steps.
The domain page now shows a live found/not-found check per DNS record, detects where your DNS is hosted and links that provider’s own guide, and re-checks every hour — when your records land, the domain connects and you get an email.
Past events, registrations, attendance, and evaluations can come along when you migrate — members see their full history and can reprint old CE certificates from day one.
The public events list shows today and future events only; the calendar view keeps the full history, and past event pages stay live for certificates and recordings.
Paste a recording link and it becomes a member library — with full CE credit earned on demand: a time-verified watch (the attestation unlocks only after 75% of the program’s length), your standard evaluation, and an optional quiz you author with a pass mark.
Connect your own Zoom account and one checkbox creates the meeting with your event; attendance imports itself from the participant report after the webinar.