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 Last Name) 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: your account types
Payment status: Paid, Unpaid, Pending
Show closed accounts: Any, Yes, No. Members of closed accounts are hidden unless you include them here.
Member type: your member types (for example, Adult, Child, Nanny/Caregiver)
Billing member: Any, Yes, No
Houseguest: Any, Yes, No
Active: Any, Yes, No
Has no value in: find members missing First name, Last name, Email, Photo, Cell phone, Home phone, Work phone, Birthdate, Gender, or Barcode
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
Note: You can't delete the billing contact. Make another member the billing contact first.
Bulk Actions
Select the checkbox next to members to select them, or use the header checkbox to select all members on the page. When the whole page is selected and there are more pages, click Select all [n] matching members to select every member that matches your current filters.
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
Create Mailing Labels
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
Barcode (only when custom barcodes are turned on for your site)
Member photo
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. Use Change image to replace it, or Remove photo to delete it. 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.
