w/01
Credentials on the member record
Add custom fields for license number, certification, and expiration date to each member record. Dedicated CEU tracking is not in Covey yet.
Covey for Professional Associations
Professional association software
For professional associations managing members, dues, events, and renewals without the price tag of a traditional AMS.
Up to 2,000
Active members on the Professional plan; larger on request
0%
Of your dues and event payments kept by Covey
48h
Migration from MemberClicks, YourMembership, or iMIS
01 · What breaks today
The daily frustrations we actually fix.
- Continuing education credits tracked on a separate learning platform
- Chapter leaders who want admin access but only for their chapter
- Member certifications that live in a different database from the member record
- Renewal season that takes three staff members six weeks of manual follow-up
02 · How professional associations run on Covey
Four workflows that actually work.
w/02
Firm and household memberships
A firm can buy one membership for up to 50 people, each with their own login, and couples can share a household membership with one payer.
w/03
Annual renewal without 100 emails
Renewal reminders go out 30, 14, and 7 days before expiration by default, or on your own schedule per level. Members renew in three clicks. Auto-renewal is available as an opt-in for members who want hands-off.
w/04
Workshops and conferences
Member pricing, capacity per ticket type, waitlists, and a cart for up to 10 sessions in one checkout.
03 · Things you're probably wondering
The questions we hear first.
Do you handle continuing education credits (CEUs / CPE / CLE)?
Not yet. You can record credential details in custom fields, but Covey does not track CEU hours or reporting cycles today.
Can chapter boards have scoped admin access?
Not yet. Covey's admin roles are by job (events, website, email, read-only), not by chapter.
Does Covey keep an audit trail?
Yes, for member records: every change is logged with who made it and when. Covey does not keep continuing-education records, so it is not a CE audit system.
04 · How we compare
What your peers were on before.
Ready when you are
Covey for professional associations, ready in 48 hours.
Migration included. Human support on every plan. 30-day free trial, no card required.
Start 30-day free trial30 days free, no card required · Plans from $49/month · Migration from any platform included