Managing Members Profiles

Learn how to search and filter your registered members, review membership status and expiry dates, and access detailed member profiles with contact info, address, and registration responses.

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The Members page shows everyone enrolled across your membership types. From here you can search, filter, and view detailed profiles for each member.To access it, go to Membership in the left sidebar and click Members.

Members Profile
Member Profile & Details

Filtering Members

Use the Filters panel at the top of the page to narrow down the member list:

  • Search — Search by name or email.
  • Membership Type — Filter by a specific membership type, or view all.
  • Membership Status — Filter by status, or view all.

Click Apply Filter to update the results, or Clear to reset all filters.

Members List

The members table displays the following information for each member:

  • Member — The member’s name.
  • Active Membership — The membership type they are currently enrolled in.
  • Membership Status — Whether the member is Active or another status.
  • Email — The member’s contact email.
  • Membership Expiry — The date their current membership expires or renews.

Click the three dot menu under Actions next to any member and select Detail to open their full Membership Profile.

Membership Profile

The Membership Profile page gives you a complete view of a single member, including their registration details, contact information, and membership history.

At the top of the page, you’ll see key details at a glance:

  • Active Membership — The membership type the member is currently enrolled in.
  • Status — The member’s current status, such as Active.
  • Member Since — The date the member joined.
  • Expire — The date the current membership period ends.

Each member also has a unique Member ID displayed for reference.

Profile and Contact

Displays the core contact details collected during registration, including Name, Email, and Phone.

Address

Displays the member’s address information, including Type (e.g. Home), Address Line 1, Address Line 2, City, State, Country, and Zip/Postal Code. Any fields not provided during registration will display as “Not provided.”

Membership History

Shows a record of the member’s membership types and their expiry dates, with the most recent record listed first.

Custom Questions

If the membership type included custom questions during sign-up, the member’s individual responses are displayed here.

Membership Notes

Displays internal notes attached to the member’s record, such as “New Registration.”

Click Back to Members at the top of the page to return to the full members list.

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