Go to Membership > Accounts.

The list shows Acct #, Acct Type, First Name, Last Name, Email, Street Address, and Payment Status by default.

Use grid view or list view using the toggle at the top left of the table. Grid view displays accounts as cards instead of a table, useful for a more visual scan of accounts.

Use Prev, Next, page numbers, or Go to to move through pages. Change how many accounts display per page using the per-page dropdown (10, 25, 50, or 100 — default 25).

Click the dropdown next to the search bar (defaults to Last Name) to search by Last Name, First Name, Email, Acct #, Legacy Acct #, or Address.

When searching by Last Name or First Name, common apostrophe styles are treated as equivalent. For example, searches for O'Donnell, O’Donnell, or ODonnell can return the same account.

You can also click the sort arrows on any column header.

When you use Switch to and then Switch back, the search term is restored for that round trip. It is not retained after a fresh page load or when you open the screen normally.

Click Columns to show, hide, or drag to reorder which fields display in the list.

Available fields include Tags, Date Registered, Legacy Acct #, User Name, Site Access, Directory, Guest Credits, Billing Member Email, Street Address 2, City, State, Zip, Cell Phone, Work Phone, Home Phone, Checkin Note, # Members, Payment Profile, and Member Names. Any custom fields configured for your site show at the end — this commonly includes Account Balance and Account Balance Description if your club uses that feature, but these aren't special defaults; they work the same as any other custom field.

Account type: includes your account types, plus Closed

Tags: includes your account tags

Payment status: Paid, Unpaid, Pending

Card on file: Has card on file, No card on file

Site access: Active, Inactive

Show closed accounts: Any, Yes, No. Choose No to hide closed accounts from the results; choose Yes to include closed accounts.

Click Apply to apply the filter once, or Save as view to save it for future use.

Saved views appear in the dropdown next to Filters (defaults to All accounts). Use the star, pencil, and trash icons next to each saved view to favorite, edit, or delete it.

Click Clear all to reset all filters.

Click the ... next to any account row for the following options:

Select the checkbox next to multiple accounts to select them, or use the header checkbox to select all accounts on the page.

Once accounts are selected, a Bulk Actions bar appears at the top showing the number selected.

Click Bulk Actions to choose from:

Account type, Payment status, Billing contact, Guest credits, Date registered, Legacy Acct #, and an Account active toggle

Billing contact info: First name, Last name, Email, Cell phone, Home phone, Work phone

The tab label shows a live count of members on the account (for example, Members (4))

Lists all members on the account with their photo, name, role (Billing, Adult, Child), email, and payment status

Member photos display at a smaller size in this view

To change a member's photo, open the member editor and click Upload or Camera to take or choose a new photo — this replaces the existing one. You can zoom in or out while composing the new photo before saving, but there is no in-place rotate and no way to adjust an existing saved photo without replacing it.

Click + Add member to add a new member to the account

Click the ... next to a member to Set as billing member or Remove member

View, add, edit, and delete notes on the account directly from this tab

Each note shows a type badge so you can scan note categories at a glance

Lists all orders tied to the account with Order #, Date, Pay Method, Status, and Amount

Click an order number to view full order detail, including itemized charges, discounts, and totals

Shows saved cards on file for the account, if any

This tab is view-only — cards can't be added, edited, set as default, or removed from here

Lists each Splash Card linked to the account, showing the card name, linked member names, status (Active/Inactive), and unspent balance

Add cash funds to an active card

Re-enable a disabled card — the disable reason is shown inline

View a card's transaction history, including the option to reverse a transaction

Shows and lets you toggle account tags such as $100 Discount Approved or $50 Discount Approved

Shows the custom fields configured for your site. For example, many clubs configure Account Balance and Account Balance Description here — these aren't special defaults, they work the same as any other custom field you add.
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Tracks every change made to the account over time, including who made the change and when

Each entry shows the date and time, whether it was a Member change or Account change, who made it, and the specific field that changed with its before and after value

Example fields tracked include Payment Status, Account Type, First Name, and Birthdate