The Members screen lets you view, sort, filter, and manage all individual members across accounts on your site.
Members List
Go to Membership > Members.
The list shows Acct #, Member ID, Member Type, First Name, Last Name, Photo, Payment Status, Age, and Email by default.
Use grid view or list view using the toggle at the top left of the table. Grid view groups members by household under their account, showing each account's type and member count.
Use Prev, Next, page numbers, or Go to to move through pages. Change how many members display per page using the 25 / page dropdown.
Searching and Sorting
Click the dropdown next to the search bar (defaults to Email) to search by Last Name, First Name, Acct #, Legacy Acct #, or Email.
You can also click the sort arrows on any column header.
Customizing Columns
Click Columns to show, hide, or drag to reorder which fields display in the list.
Available fields include Acct Type, Active, Age, Barcode, Billing Member, Birthdate, Cell Phone, Date Registered, Email, Gender, Guest, Home Phone, Legacy Acct #, Membership Start, Membership End, Street Address, Street Address 2, City, State, Zip, User Name, and Work Phone.
Filtering Members
Click Filters to open the filter panel.
Filter by:
Account type: includes your account types, plus Closed and Waitlist
Payment status: Paid, Unpaid, Pending
Member type: Adult, Child, Nanny/Caregiver
Billing member: Any, Yes, No
Houseguest: Any, Yes, No
Active: Any, Yes, No
Click Apply to apply the filter once, or Save as view to save it for future use.
Click Clear all to reset all filters.
Member Row Actions
Click the ... next to any member row for the following options:
Edit: opens the edit member modal
Make billing: sets this member as the billing contact for the account
Delete: permanently deletes the member
Bulk Actions
Select the checkbox next to multiple members to select them, or use the header checkbox to select all members on the page. You can also click Select all [n] matching members to select every member matching your current filter, beyond just the current page.
Once members are selected, a Bulk Actions bar appears at the top showing the number selected.
Click Bulk Actions to choose from:
Print ID Cards
Update Member Type
Change Payment Status
Delete Member Pictures
Editing a Member
Clicking Edit (or a member row) opens the Edit member modal, which includes:
First name, Last name
Member type, Payment status
Gender, Birthdate
Email, Cell phone
Home phone, Work phone
Member photo upload
When a member already has a photo, click Adjust in the photo editor to reposition, zoom, or rotate it in 90-degree steps without uploading a replacement. Saved photos are not upscaled, and photo deletion is recorded in the member audit log.
Click Save changes to apply your edits, or Cancel to close without saving.
That's it!