Accessing the Member List
- Navigate to Members in the main menu
- Click on Member List (or it may be the default view)
- View all members in a sortable, searchable table
Member List Features
Viewing Members
- Complete Member Information - Name, email, phone, membership status
- Quick Status Indicators - Visual indicators for membership status
- Last Activity - When the member last visited or interacted
- Membership Details - Current plan, renewal date, payment status
Search and Filter
- Quick Search - Search by name, email, or phone number
- Advanced Filters - Filter by membership status, plan type, activity level
- Date Range Filters - Filter by join date, last visit, renewal date
- Custom Field Filters - Filter by any custom field values
Sorting Options
- Name - Alphabetical sorting by first or last name
- Join Date - Sort by when members joined
- Last Activity - Sort by most recent activity
- Membership Status - Group by active, expired, pending
- Payment Status - Sort by payment status
Member Actions
Individual Member Actions
- View Profile - Click on member name to view full profile
- Edit Information - Update member details
- Send Message - Send email directly to member
- View History - See complete member activity
- Manage Membership - Change plans, pause, or cancel
Bulk Actions
- Select Multiple Members - Use checkboxes to select multiple members
- Bulk Email - Send messages to selected members
- Bulk Status Changes - Change membership status for multiple members
- Export Data - Export selected member information
- Bulk Operations - Perform actions on multiple members
Member Status Indicators
Active Members
- Green Indicator - Currently active membership
- Check Mark - Up-to-date with payments
- Recent Activity - Visited within the last 30 days
Expired Members
- Red Indicator - Membership has expired
- Warning Icon - Payment overdue or membership lapsed
- No Recent Activity - Haven’t visited recently
Pending Members
- Yellow Indicator - Membership pending activation
- Clock Icon - Waiting for payment or approval
- New Member - Recently signed up
Suspended Members
- Orange Indicator - Membership temporarily suspended
- Pause Icon - Membership on hold
- Special Status - Requires attention
Member Information Display
Basic Information
- Full Name - Member’s complete name
- Email Address - Primary contact email
- Phone Number - Contact phone number
- Join Date - When member joined the club
Membership Information
- Current Plan - Active membership plan name
- Plan Type - Monthly, annual, or other
- Renewal Date - When membership expires
- Payment Status - Current payment status
Activity Information
- Last Visit - Most recent check-in date
- Visit Count - Total number of visits
- Engagement Score - Member activity level
- Preferred Areas - Most used facilities
Advanced Features
Custom Columns
- Add/Remove Columns - Customize which information to display
- Column Width - Adjust column sizes for better viewing
- Column Order - Rearrange columns as needed
- Save Layout - Save your preferred column configuration
Export Options
- CSV Export - Export member data to spreadsheet
- PDF Report - Generate PDF member reports
- Filtered Export - Export only filtered results
- Custom Fields - Include custom field data in exports
Quick Actions Menu
- Send Welcome Email - Send welcome message to new members
- Generate Report - Create member activity reports
- Bulk Update - Update multiple member records
- Archive Members - Move inactive members to archive
Member List Best Practices
Regular Maintenance
- Review Inactive Members - Check members who haven’t visited recently
- Update Contact Information - Keep member details current
- Monitor Payment Status - Track overdue payments
- Clean Up Data - Remove duplicate or invalid entries
Effective Filtering
- Use Status Filters - Focus on specific member groups
- Date Range Filtering - Analyze member trends over time
- Custom Field Filters - Find members with specific attributes
- Save Filter Presets - Save commonly used filter combinations
Communication Management
- Segment Members - Group members for targeted communication
- Track Communication History - Monitor member interactions
- Use Templates - Standardize member communications
- Schedule Follow-ups - Set reminders for member outreach
Troubleshooting
Member Not Appearing
- Check filter settings
- Verify member status
- Confirm search criteria
- Check user permissions
- Contact support if needed
Slow Loading
- Reduce number of displayed columns
- Use filters to limit results
- Check internet connection
- Clear browser cache
- Contact technical support
Export Issues
- Verify export permissions
- Check data selection
- Confirm file format
- Try smaller data sets
- Contact support for assistance