The member profile presents all the information relating to that specific member, including:
- Name, contact information, address and emergency contact
- Active payment card (if any)
- Attendance history
- Memberships
- Payment history
- Ranks
- Documents
Basic Member Information
The basic member information provided at sign-up appears in the left sidebar. You can click the "Edit" button to edit that information at any time.
Below the check-in code, you'll find the "Send Access Details" button, if you have member accounts active. This button will generate new account access details for members who can't log-in to their account.
Payment Card
At the bottom of the sidebar you'll find the payment method on file. If a payment method has already been added, basic details will be shown (card type, expiration and last 4 digits), and it can be updated or removed by click on the settings icon on the right side of it.
Member Attendance
If attendance tracking is enabled, the main area of the member profile will show a graph of their recent visits. You can find detailed attendance information by click on the attendance tab at the top of the main profile area.
Notes
Notes let you keep track of important information about members, such as medical conditions, membership change requests, or other details that may be useful for staff. A note can either display a message to the student at the check-in screen or remain internal for staff reference only. While creating a note, you can also assign a task that links directly to it if follow-up is needed.
Memberships
You can add and manage memberships to the member profile from this section. Learn more about setting up membership options.
After selecting a membership, you can adjust membership parameters before assigning it to the member.
- Start date: The date the membership will go (or has gone) into effect.
- First Payment: The date the first payment will be charged on.
- Prorating: If you wish payments to be scheduled on a specific date (such as the 1st of each month), set the payment date to the 1st of next month, at which time the first full payment will be charged.
Then click on the "Prorate" link below the payment date, and the system will calculate an additional pro-rated amount from the date you input in the "Prorate from" field.
- Cost: You can adjust the membership cost for each member, if needed.
- Sign-up Fee: An initial amount charged when adding the membership, in addition to the membership fee.
- Charge signup fee: The signup fee can be charged with the first membership payment, in the same invoice, or immediately if the first payment date is in the future.
- Tax: If your account's billing setting has taxes set up, those would appear here. You can change the tax rates before adding the membership.
- Payment Method: You can choose whether to use the payment method on file or set it up as manual payments. Manual payments are paid offline (cash, check), and then marked as paid manually in the payment invoice.
- Send Email Invoices: You can choose whether to send an invoice by Email for membership payments (including future recurring payments). You can turn this on and off later as well.
- Cancel existing memberships: If the member has existing memberships with recurring payments, you will be given the option of cancelling those before adding a new membership, to prevent adding multiple recurring payments to the same member by mistake.
Recurring Membership Payments
When a membership is added to a member’s profile, the Membership Details section will display up to six (6) scheduled recurring payments at a time. From here you can modify, cancel, or undo upcoming payments.
Additional details for managing recurring payments are available in Member Payments.
Payments
The Payments section on a member’s profile displays recent one-time fees, custom recurring charges, and recurring membership payments. You can also view upcoming scheduled payments and make revisions before they are due. To view a full list of payment related charges, select Payment History.
Purchases
The Purchases section on a member’s profile lists all items bought through the Online Store or POS, such as gear, uniforms, or other merchandise. Purchases are displayed separately from payments, making it easy to track product sales alongside membership transactions.
