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.

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.

The Pending Approvals page lists all members who have signed up for a membership type with Requires Approval enabled. From here you can review each applicant’s details and approve or reject their membership.To access it, go to Membership in the left sidebar and click Pending Approvals.

Filtering Pending Approvals

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

• Search — Search by name, email, or phone.
• Membership Types — 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 Filters to reset.

Pending Approvals List

The table displays the following information for each applicant:

• Member — The applicant’s name.
• Active Membership — The membership type they applied for.
• Membership Status — Shown as Pending Approval.
• Email — The applicant’s contact email.
• Membership Expiry — The date their membership will expire once approved.

Click the three dot menu under Actions next to any applicant and select View Detail to open their full Member Profile.

Reviewing a Member Profile

The Member Profile page gives you a complete view of the applicant, including their registration details, contact information, and membership history, so you can make an informed decision before approving or rejecting.

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

• Active Membership — The membership type the applicant signed up for.
• Status — Shown as Pending Approval.
• Applied On — The date and time the application was submitted.
• Expiry — The date the membership will expire once approved.

Profile and Contact

Displays the applicant’s core contact details, including Name, Email, and Phone.

Address

Displays the applicant’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 applicant’s membership, including the membership name, expiry date, and a link to the associated invoice number.

Custom Questions

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

Approving or Rejecting an Applicant

From the Member Profile page, use the buttons in the top right corner to make a decision:

• Approve — Activates the membership and moves the member to your active members list.
• Reject — Declines the application and removes it from the pending list.

Click Back to Pending Approval at the top of the page to return to the full list without making a decision.

The Payments page is your central workspace for viewing and managing membership invoices, tracking balances, and handling billing operations.To access it, go to Membership in the left sidebar and click Payments.

Filtering Payments

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

• Search — Search by invoice number or member.
• Membership Types — Filter by a specific membership type, or view all.
• Invoice Status — Filter by status, or view all.
• Payment Methods — Filter by how the payment was made, or view all.
• From Date / To Date — Filter invoices within a specific date range.

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

Payments List

The table displays the following information for each invoice:

• Invoice — The invoice number, along with the payment method used and card details where applicable.
• Member — The name and email of the member the invoice belongs to.
• Status — The current status of the invoice, such as Paid.
• Invoice Date/Time — The date and time the invoice was generated.
• Total — The total invoice amount.

Click the three dot menu under Actions next to any invoice to access the following options:

• Detail — Open the full receipt for this invoice.
• Send via Email — Email a copy of the invoice to the member.
• Member Profile — Jump to the member’s profile page.

Viewing a Receipt

Selecting Detail opens the full receipt for the invoice, showing:

• Invoice Number — The unique identifier for the invoice.
• Invoice Amount — The total amount charged.
• Membership — The membership type the invoice relates to.
• Payment Method — How the member paid, e.g. Debit/Credit Card.
• Invoice Date — The date and time the invoice was created.
• Payment Status — The result of the payment, e.g. Success.
• Payment Source — The card or account used, e.g. Visa ending in 1111.

Use the mail icon at the top right to send the receipt via email, or the download icon to save it. Click Back to Invoices to return to the full payments list.

Notes

Each receipt includes a Notes section where you can add internal notes related to the invoice. Click + Add Note to add one. If no notes have been added, this section will display “No notes captured.”

Member Detail

The receipt also displays the member’s details associated with the invoice, including Name, Email, Phone, Street Line 1, Street Line 2, and Zip. Click View Detail next to the member’s name to open their full Membership Profile. Any fields not provided will display as “—.”

Line Items

A breakdown of everything included in the invoice is displayed in a table, showing the Description, Quantity, Rate, Tax, Service, and Amount for each item, along with the Net Total at the bottom.

Sending an Invoice via Email

Selecting Send via Email opens the Review Recipients window, where you can:

• Confirm or edit the Recipient Email.
• Toggle Notify Organizer to send a copy to the organizer.
• Add Other Notification Emails, separating multiple addresses with a comma.

Click Send Email to deliver the invoice, or Cancel to close the window without sending.

Custom Forms let you build reusable form templates that can be attached to any membership type. Instead of recreating questions each time, you build a form once and reuse it wherever you need to collect specific information from members.To access it, go to Membership in the left sidebar and click Custom Forms.

Creating a Custom Form

Click + Create Form in the top right corner to open the form builder. The builder lets you drag field types from the palette, arrange them on the canvas, and configure their settings in the inspector panel.

Start by filling in the basics:

• Name — An internal name for the form, used to identify it when attaching it to a membership type.
• Header Text — The heading shown above the form to members.
• Description — Optional context shown alongside the form.
• Layout Columns — Choose how many columns the fields are arranged in.

Field Palette

The Field Palette on the left lists all available field types you can add to your form, including:

• Text Input
• Email Input
• Number Input
• Date Picker
• Dropdown
• Checkbox
• Radio Buttons
• Comments
• Upload File
• Password
• Phone
• Multi Select
• Country
• Select Option

Click any field type to add it to the form canvas, or use the search bar to quickly find a field by name or type.

Form Canvas

The Form Canvas in the center shows all the fields currently added to your form. From here you can:

• Click a field to select it and edit its properties in the Field Inspector.
• Use the arrows to reorder fields, or drag them into place.
• Click the trash icon to remove a field.
• Click Preview to see how the form will look to members.
• Click Clear All to remove every field from the canvas.

Field Inspector

When a field is selected on the canvas, the Field Inspector on the right lets you configure its properties, including:

• Label — The name displayed for the field.
• Placeholder — Text shown inside the input before a value is entered.
• Tooltip — Optional helper text for the field.
• Default Value — A pre-filled value for the field.
• Required — Toggle whether the field must be filled in.
• Required Message — The message shown if a required field is left empty.
• Min Length / Max Length — Set character limits for text-based fields.

Previewing a Form

Click Preview at any point while building to see exactly how the form will appear to members, including all fields, labels, and layout. Click Close Preview to return to editing.

Once you’ve added at least one field and filled in the required basics, click Create to save the form.

Managing Custom Forms

The Custom Forms list displays all your saved form templates, showing the Name, Header Text, and the number of Mapped Fields for each form. Use the search bar to quickly find a form by name.

Click the three dot menu under Actions next to any form to access the following options:

• Edit — Return to the form builder to update fields or settings.
• View — Preview the form as members would see it.
• Duplicate — Create a copy of the form to use as a starting point for a new one.
• Delete — Permanently remove the form.

When editing a form, click Save Changes to apply your updates, or Back to Forms to return to the list without saving.