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The Member list is the contacts grid. Every person tracked in your org appears here, sorted by created date by default. Tabs split the list by contact type, the filter drawer narrows by tag, plan, status, or progression level, and bulk actions let you invite or archive several contacts at once. This is also where you add new members, dependents, memberships, and accounts.

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Overview

The list gives you:
  • Type tabs - jump between members, drop-ins, leads, lapsed members, accounts, and unpaid contacts, each with a live count badge.
  • Search and filters - match by name, email, or phone, then narrow by tag, status, plan, or progression level. Filter state lives in the URL, so a view can be shared as a link.
  • Configurable columns - a rich default column set plus optional columns (invitation status, created date, custom fields) you toggle on.
  • Inline invite - send a member-portal invitation straight from the User status column for any unregistered contact with an email.
  • Bulk actions - select rows to invite or archive many contacts at once.
  • Create menu - add a member, a dependent, a membership, or an account without leaving the page.
  • Quick links - reach Memberships, Access cards, Matches, Accounts, Document signatures, and the Archive from the header.

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Opening the list

Go to Members in the main menu. The Member list is the default page, at the canonical path /members/list.

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Tabs

Tabs filter the grid by contact type. They only show when the underlying bucket has at least one contact, so a new org may see fewer tabs than a busy one. The All tab is always present.
  • All - every non-archived contact.
  • Members - contacts with type = member. Default tab when present.
  • Drop-ins - one-off visitors (type = drop_in).
  • Leads - prospects in your pipeline (type = lead).
  • Lapsed - members whose membership ended without renewal (type = lapsed).
  • Accounts - contacts grouped under household or company accounts, shown grouped by account. This tab is read-only (no row selection).
  • Unpaid - contacts carrying the system Unpaid smart tag (pending or failed payment). Only shown when that tag exists in your org.
Each tab shows a count badge from the server. The page remembers the last tab you used per browser. The former Households tab was renamed to Accounts, so old ?tab=households links redirect there automatically.

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Columns

The grid shows, by default:
  • Name with avatar, plus email below.
  • Phone, with a WhatsApp badge when the number is WhatsApp-verified.
  • Age computed from date of birth.
  • User status - whether the contact has a member-portal account. If they have no account but do have an email, this cell shows an Invite button. Otherwise it shows a status chip (unregistered, invited, incomplete, active, inactive, or suspended).
  • Type chip (member, lead, drop-in, etc.).
  • Memberships - active membership plan names (shows “No memberships” when none).
  • Accounts - household and company accounts the contact belongs to, each a link, with the account type underneath.
  • Progression - skill and level chips per enabled track. Only shown when progression tracks are configured.
  • Rating - when ratings are enabled, the contact’s strongest sport rating, with the rest in a tooltip.
  • Engagement - latest engagement score chip (see Engagement analytics). Only shown when at least one contact in the current view has a score.
  • Tags - manual and smart tags as chips.
Hidden by default: Invitation status and Created at. Any custom contact fields your org has defined are added as extra columns, also hidden by default. Toggle visibility from the column menu. On the Accounts tab, the per-row Accounts column is hidden because the grouping header already shows it.

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Search and filter

Use the search bar to match by name, email, or phone. The filter drawer (top right) holds:
  • Tags - any combination of manual and smart tags. Only tags currently applied to at least one non-archived contact appear.
  • Status - the contact’s user-account status.
  • Plan - one or more active plans. Only plans that currently have at least one active membership are listed.
  • Level - progression levels, grouped by track when more than one track is enabled.
The drawer loads its in-use option lists the first time you open it, so early on it may briefly show every option before narrowing to those actually in use. Filter selections live in the URL, so a filtered view can be shared as a link or bookmarked.

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Tags

Members carry two kinds of tags: manual tags that you add per contact, and smart tags that the system applies automatically based on rules. Both appear as chips and both work as filters here, in automation entry conditions, and in promotion segments. Each tag can have an optional color, set as a hex code in Settings > Smart tagging. Text color is auto-picked for contrast. Smart tags ship with a default rule set covering Attendance (All-Star, Regular, Casual, Low Activity, Ghost), Financial (Unpaid, Failed, Overdue, Lapsed), Lifecycle, Loyalty (Legend, Champion, Pro, Rising Star, Beginner), Membership, and New contact. See Smart tagging for the full list and rule editor.

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Adding a member

Click Add member at the top right to open the create dialog. It contains the contact form plus an optional membership section:
  1. Fill in the contact details. First name is always required. Last name, email, phone, date of birth, and gender are required only if your org marks them required in Settings (contact field settings). You can also set a profile image, home club, tags, address, and any custom fields.
  2. To sell a plan at the same time, click Add membership and pick a plan in the membership section. Leave it off to create the contact without a membership.
  3. Save. The contact is created and you land on their profile.
The contact’s type is derived from what they actually hold - attaching a membership makes them a member; a bare contact with no membership or booking stays a plain contact or lead. You don’t set the type by hand here.

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The create (+) menu

The primary + button next to Add member opens a menu with four create actions:
  • Add member - the dialog above.
  • Add dependent - the same contact form with an account picker, preset to the Dependent role. Use it to add a child to a household, for example a parent’s second kid joining the same kids climbing program.
  • Add membership - open the membership dialog standalone and pick the contact inside it.
  • Add account - create a household or company account, then jump straight to it.
The three-dot overflow menu (next to the + button) links to the other Members pages: Memberships, Access cards, Matches (only when ratings are enabled), Accounts, Document signatures, and the Archive.

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Per-row actions

Click a row to open the member’s profile. The row action menu also offers:
  • View - open the profile (needs members.read.club).
  • Edit - open the contact edit dialog (needs members.manage.club).
  • Archive - soft-delete the contact (needs members.manage.club).

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Bulk actions

Select rows with the checkboxes. The bulk action bar appears with the count of selected contacts and up to two actions:
  • Invite - sends a member-portal invitation to every selected contact who is eligible (has an email and is either unregistered or has an expired invite). The info icon shows how many of your selection are eligible. Invitations go out in a single request that the server governs against your org’s daily invite budget; it reports back how many were invited, failed, throttled, skipped, or ineligible, so a problem with one contact never hides another. This action only appears when at least one selected contact is eligible.
  • Archive - archives each selected contact. Contact records are never hard-deleted, so financial history and audit trails stay intact. Archiving runs one request per contact and reports partial success if some fail. This action needs members.manage.club.
Archived contacts disappear from the list. To get back to them, use Settings > Data > Archive.

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Worked examples

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Find everyone on a plan who hasn’t set up their portal

You just launched online booking and want to nudge members who never activated their account.
  1. Open the filter drawer, set Plan to your membership plan, and set Status to Unregistered.
  2. Select all rows and click Invite. Everyone with an email gets a portal invitation in one batch.

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Onboard a family at a martial arts gym

A parent signs up two kids for the kids jiu-jitsu program.
  1. Click Add member and create the parent as the account owner (or Add account to create the household first).
  2. Use the + menu > Add dependent twice, picking the household each time, to add both children with the Dependent role.
  3. Attach the kids program plan to each child in the membership section or from their profile.

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Clean up stale leads after a padel open day

Your open day generated a batch of leads that never converted.
  1. Open the Leads tab.
  2. Filter by the New contact smart tag or by created date if you show the Created at column.
  3. Select the ones that went cold and click Archive. Their records stay recoverable under Settings > Data > Archive.

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Spot unpaid members before a billing run

  1. Open the Unpaid tab (visible when the system Unpaid tag exists).
  2. Review who is carrying a pending or failed payment, then follow up before the next bill run.

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Tips & best practices

  • Share filtered views as links. Because tab, search, and filter state live in the URL, you can bookmark “active members on the coaching plan” or paste it to a colleague.
  • Use the inline Invite button for one-offs. You don’t need to select a row - the User status column shows an Invite button for any unregistered contact with an email.
  • Turn on Created at when auditing signups. It’s hidden by default; toggle it from the column menu when you need to sort or eyeball recent joins.
  • Let the type calculate itself. Attach a membership rather than hand-setting type = member; the system keeps the type in step with what the contact actually holds.
  • Archive, don’t fear data loss. Archiving is a soft delete that preserves transactions and history, so it’s safe to tidy the list aggressively.

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Troubleshooting

Issue: A tab I expect (Leads, Drop-ins, Unpaid) isn’t showing. Solution: Tabs other than All only appear when their bucket has at least one contact, and Unpaid also requires the system Unpaid smart tag to exist. Add a matching contact or enable the tag, then reload. Issue: The Invite bulk action doesn’t appear even though rows are selected. Solution: Invite only shows when at least one selected contact is eligible - unregistered or holding an expired invite, and with an email on file. Contacts who are already active, still have a pending invite, or have no email are skipped. Issue: Some invitations weren’t sent, or the result says “throttled”. Solution: Invites are capped by your org’s daily invite budget. The result breaks the batch into invited, failed, throttled, skipped, and ineligible counts. Throttled invitations exceeded the budget - retry later or contact support to raise the limit. Issue: A plan or tag is missing from the filter drawer. Solution: The drawer only lists options currently in use - plans with at least one active membership and tags applied to at least one non-archived contact. If nothing matches yet, the option won’t appear. Issue: I archived a contact by mistake. Solution: Archiving is reversible. Go to Settings > Data > Archive to find and restore the contact; their history is intact.