• Dashboard

    • The dashboard gives the administrator an information screen giving the administrator a snapshot of their current Organization. It is the opening page once an administrator logs in to the Guild Portal displaying a list of tasks, A graph displaying current renewal year information for membership status, applications submitted and Invoices generated in the current year.

    • My Tasks

A section that allows the Administrator to create tasks for themselves. When defining a task you also have the option to specify a reminder by setting the date as well as the time you would like to be reminded about the task.

  • Current Membership - based on current renewal cycle

A graph displaying the breakdown of the members in the system based on their current status

  • Licensing Applications - based on current renewal cycle

A graph showing the different application types and the numbers that have been approved 

  • Invoices  - based on current renewal cycle

Graph showing invoices paid / Issued / Due

  • Membership

    • Current Members - listing of all currently active members in the organization

    • Past Members - list of former members including Expired, Suspended and Surrendered

    • Pending Members - list of members that have a license status or Pending - application approval needed

    • Applications - listing of applications and their current status

  • Businesses

    • Corporation Listing -  listing of businesses registered with the organization

    • Corporation Applications - list of Business applications and their current status

    • Workplace Listings - list of business that have multiple locations

    • Workplace Applications - list of businesses applying to register opening a new location

  • Investigations

    • Investigations - members that are under investigation by the organization for a variety of reasons - for example possible breach of regulations through the organization

    • Investigators - Ability to add/remove people as investigators


  • Continuing Competence

    • eLearning - Organizations can create their own eLearning modules that they can offer their members.  These modules can be either optional or required.

    • Audits - The ability for Organizations to review member adherence to Organization requirements for Continuing Competence

  • Exams

  • Learning Logs

    • Members enter goals and what they plan to do to accomplish them ie conferences/courses/training


  • Reports

    • Reports usable by organizations native to the Guild setup as well as either custom reports or the ability to create their own and save them to their Custom Reports 

  • Events

    • Organizations can create and manage events with tracking on the number of attendees

  • Ballots

    • Organizations can create their own voting system for example in electing a new board  

  • Mail

    • An email module that allows the distribution of information/correspondence to their membership. Admin’s can create an email for an individual or a list. They can define who receives the email based on member filter criteria selected by the admin.

  • Billing

    • Allows for the Organization to create individual invoices for members or to view invoices generated when members fill out one of the applications

  • Configuration

    • Data Configuration -  where data used in the portal can be configured - for example updating the cities listed in the portal city dropdown list

    • Configuration of different areas within Guild Software to personalize for the organization.

  • Translation

    • Create translations for up to 2 additional languages

    • Allows the admin to modify column headings and wording used on forms - NOTE: Not everything can be done here. For example, the body of an email template body cannot be changed BUT, certain fields within the template can be.