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Documentation Index

Fetch the complete documentation index at: https://docs.1club.ai/llms.txt

Use this file to discover all available pages before exploring further.

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.

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Opening the list

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

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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.
  • All - every non-archived contact.
  • Members - contacts with type = member. Default tab when present.
  • Drop-ins - one-off visitors.
  • Leads - prospects in your pipeline.
  • Lapsed - members whose membership ended without renewal.
  • Households - contacts that belong to a household account.
  • Unpaid - contacts carrying the system Unpaid smart tag (pending or failed payment). Only shown when the tag exists in your org.
Each tab shows a count badge from the server. The page remembers the last tab you used per browser.

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Columns

The grid shows, by default:
  • Name with avatar, plus email below.
  • Phone.
  • Age computed from date of birth.
  • User status - whether the contact has a member-portal account. If they don’t and they 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.
  • Accounts - household and company accounts the contact belongs to, with 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.
  • 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. Custom contact fields are added as additional columns and are hidden by default. Toggle visibility from the column menu.

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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 multiple tracks are enabled.
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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Bulk actions

Select rows with the checkboxes. The bulk action bar appears at the bottom:
  • Invite N eligible - sends a member-portal invitation to every selected contact who has an email and is either unregistered or has an expired invite. Invitations go out individually so a single failure does not block the rest.
  • Archive N selected - sets each contact’s type to archived. Contact records are kept (never hard-deleted) so financial history and audit trails stay intact regardless of whether the contact has prior transactions.
Archived contacts disappear from the list. To get back to them, use Settings > Data > Archive.

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Adding a contact

Click Add Member at the top right. The dialog creates a contact with type = member. To add other types, use the contact form’s type selector, or import contacts via Settings > Import. The header overflow menu (three dots next to Add Member) gives you direct links to Memberships, Access cards, Matches (when ratings are on), Accounts, and the Archive.

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Per-row actions

Click a row to open the member’s profile. The row’s action menu also offers View, Edit, and Archive (subject to your permissions on the members module).