Raklet Member Import and Renewal Automation (Delivery)

Raklet Member Import and Renewal Automation (Delivery)

1. 01

   Map the client's existing member fields to Raklet's custom fields before touching the import screen

   Custom fields are gated by plan: the Free tier caps contacts at 100 with 1 admin seat, Essentials raises the cap to 500 contacts and adds more custom fields, and Professional adds automated reminder emails plus a custom email sender name. If the client's roster exceeds the tier's contact limit, size the plan before the import or the migration will fail partway through.

2. 02

   Import member records into the built-in CRM with tags for tier, join date, and renewal date

   Tags drive every downstream automation in Raklet, so agree the tag taxonomy with the client admin in writing before the first upload. A retainer client with messy legacy tags will generate duplicate reminder emails on day one.

3. 03

   Connect the payment processor and test one membership plan end to end

   Run a live charge on a single membership tier, confirm the renewal date writes back to the contact record, then refund it. Raklet handles membership billing, event tickets, and renewals through the same processor connection, so a broken connection blocks ticketing too.

4. 04

   Build the automated renewal reminder sequence on the Professional tier

   Professional ($119/month, or $99/month billed annually) is the first tier that includes automated reminder emails. Agencies on Essentials ($59/month, $49/month annual) must either upsell the client or schedule reminders manually, which is the single most common scope gap on this platform.

5. 05

   Configure the event module with registration forms, ticket types, and check-in

   Event check-ins appear at the Essentials tier. Set up one paid event and one free event so the client admin sees both flows, and confirm confirmation emails fire from the custom sender name if the client is on Professional.

6. 06

   Publish the member portal on the client's custom domain and issue digital membership cards

   The core dashboard retains Raklet branding, so white-label presentation depends on the custom domain and, where the client needs it, a branded iOS and Android app. Set expectations with the client that the admin-side interface stays Raklet-branded.

7. 07

   Wire the integrations the client actually uses through Zapier, Make, or the API

   Raklet advertises 4000+ integrations across native connections, Zapier, Make, and its API. Pick no more than three for launch, typically the accounting tool, the email platform, and the client's website, and document the rest as a paid phase two.

8. 08

   Hand off to the client admin with a recorded walkthrough of member management, event creation, and reminder monitoring

   The Community Starter offer budgets 12 hours of setup plus 2 hours per month of ongoing management at $350/month. Book the first monthly health check before handoff so the retainer clock starts on a scheduled date rather than a vague follow-up.