Members
Adding and inviting members, the member page, deactivating, deleting and exporting.
Add and invite a member
Save a new member; if you enter their email, the invitation goes out on its own, and the member sets a password from the link to open their account.
Resend an invitation
Send a member who has not activated their account a new invitation link, valid for 7 days, and see what to check when it does not arrive.
Read the member page
Get to know the figures, the Needs Attention card and the cards of a member page, and see where every action for that member starts.
Cancel or reschedule a class for a member
Cancel a member's upcoming class on their behalf and send the credit to the make-up pool, move it to another session, or spend a make-up credit.
Deactivate a member
Set a member who has left the studio to inactive, decide what happens to their upcoming bookings, and make them active again when needed.
Delete a member
Delete an inactive member with no open debt for good; a member with history loses their personal details and their records stay as "Deleted Member".
Give a member a partner card
Give a member who comes with a corporate sports card such as MultiSport their card; they book classes without a package and the card provider pays.
Privacy consent and health notes
Learn where a member's privacy consent is recorded, what the missing-consent warning means and who can see a member's health notes.
Filter and export the member list
Narrow and sort the member list with the summary cards, the filters and the column headers, and download the members you picked as a CSV file.
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