Members
The member list — status, membership type, balance, qualifications and custom fields, in table or card view.
What it is
A list of everyone in the club. You can switch between a table view and a card view. Each member has a status, a membership type, an account balance (visible only to users with permission), their qualifications, and any custom fields the club has defined.
Open a member to see their full profile in one place. Pricing and qualification rules draw on a member’s membership type, qualifications, and custom fields.
How to use it
- Register a member — add a new member at
/members/new.
- Open a profile — a member’s page shows their full details, balance, qualifications, and custom fields.
- Switch views — toggle between the table and card layouts.
- Filter the list — narrow the list by status (active/inactive/all), membership type, qualification, account status, or role.
- Bulk edit — with a selection in the table view, change the status, membership, or custom fields of several members at once.
- Export data — download the member list at
/members/export(CSV or PDF) and an overview of their balances at/members/balances-export(CSV or PDF); the export always matches the current list filters.
Related
- Memberships — the membership types members belong to.
- Transactions — the ledger behind each member’s balance.
- Qualification Rules — what determines a member’s qualifications.
- Custom Fields — the extra data fields stored on members.