How the Secure Management System works

Move from paper records to an organised digital process in practical steps. This guide walks through setting up a group and using its records day to day.

View this section on SMS — Secure Management System →
// how it works

Set Up Your Society
in Minutes

SMS is designed to be simple for society secretaries and admins — no technical knowledge required.

01
Register Your Society

Create your stokvel or burial society profile. Set the name, registration number, banking details, monthly contribution amount, and upload your logo.

02
Add Members

Register every member with their full details, identity number, emergency contact and beneficiaries. Membership numbers are auto-generated. Bulk CSV import available.

03
Record Contributions

Log monthly contributions and event payments as they come in. Mark payment methods, reconcile records, and generate PDF receipts instantly.

04
Manage Events & Payouts

When a member submits a burial or event claim, register it, attach proof documents, verify it, and track the payout — all in one place.

05
Share Reports & Grow

Export PDF reports for AGMs and committee meetings. Your data is safe in the cloud, accessible anytime from the mobile app or web.

SMS Dashboard — Ubuntu Stokvel
24
Members
R48.2k
Funds
3
Events
// recent members
SN
Sipho Ndlovu
SMS-0001
Active
ND
Nomsa Dlamini
SMS-0002
Active
TM
Thabo Mokoena
SMS-0024
New
ZK
Zanele Khumalo
SMS-0008
Pending
Next collection date
1 March 2027 · R250.00 / member