The Accounts screen is home base for every family at your club. Here's how to find an account, open it, and make changes to one account or many at once.
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Find an account
Go to Membership > Accounts.
Pick what to search by from the dropdown next to the search bar: Last Name, First Name, Email, Acct #, Legacy Acct # or Address.
Start typing. Apostrophes don't matter, so "ODonnell" finds O'Donnell.
Click a column header to sort, or use the grid/list toggle at the top left to switch views.
Filter accounts and save a view
Click Filters.
Choose any mix of Account type, Tags, Payment status, Card on file, Site access, Date registered and Show closed accounts.
Click Apply, or Save as view to keep it. Saved views show in the dropdown next to Filters.
Click Clear all to start over.
Choose your columns
Click Columns.
Check the fields you want (like Tags, Cell Phone, Guest Credits or your custom fields) and drag to reorder.
Open and edit an account
Click the account row, or click ⋮ and choose Edit. If an account number appears as a link in a table or card field grid, click it to open the Edit Account dialog in place. Blank or zero numbers, and numbers you cannot manage, remain plain text.
Use the tabs across the top: Details, Members, Notes, Orders, Payment Plans, Payment Methods, Splash Cards, Tags, Custom fields and Change Log. (Some only show if your club uses that feature.)
Make your changes and save.
Add or change members
Open the Members tab and click + Add member, or click ⋮ next to a member to Set as billing member or Remove member.
To fix a photo, open the member and click Upload or Camera for a new one, or Adjust to reposition, zoom or rotate the one you have.
See what the member sees
Click ⋮ on the account row and choose Switch to.
When you're done, click Switch back in the banner. You'll land back where you started, with your search still in place.
Update many accounts at once
Check the boxes next to the accounts (or the header box for the whole page).
Click Bulk Actions and choose Change Account Type, Update Payment Status, Update Tags, Update Custom Field, Update Check-in Notes, Assign Guest Credits, Create Mailing Labels or Close Accounts.
Fill in the window that opens and confirm.
💡 Closing or reopening accounts? Change Account Type skips any account that would need to be closed or reopened and lists them in a yellow notice. Use Close Accounts to close them, or open each one and save to reopen it. Reopened accounts can start getting invoices again.
Find closed accounts
Closed accounts aren't deleted. Set Show closed accounts to Yes in Filters to see them.