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The member profile is the per-contact page you land on after clicking a row in the Member list. It pulls together a contact’s identity, balances, memberships, history, and integration links into one view. A contact is your organization’s own copy of a person’s record - name, email, phone, plus their memberships, invoices, and signatures. The URL is /members/list/{contactId}.

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Overview

From a member profile you can:
  • Read a live snapshot of what the member owes, what they have paid, and how often they visit.
  • Open the member’s bookings, memberships, check-ins, transactions, messages, and signed documents on demand.
  • Edit the contact’s details and custom fields, and archive or unarchive the record.
  • Add a booking, membership, check-in, or voucher redemption for the member in one click.
  • Keep internal notes, invite the member to the portal, and reset their portal password.
  • Manage access credentials (QR codes, access cards, PINs) when access control is on.
  • Link the member to households or companies, and view their Stripe or WebLock integration records.

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Page layout

The page has two columns:
  • Left sidebar - the contact card: avatar, name, email, phone, accounts, custom fields, user-account section, credentials (when access control is on), integration links (Stripe, WebLock), payment methods, and a notes panel.
  • Main column - an info strip across the top, then the underlined tabs underneath.

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Info strip

Tiles at the top of the main column summarize the contact’s current state. Three tiles always show, and a fourth appears when progression tracking is enabled:
  • Due from member - the amount this member currently owes. It turns red when the balance is negative (money is owed). A Credit balance sub-line shows any wallet credit on the account. Due and credit are shown separately and never netted against each other: a member who owes 100 and holds 100 in credit still shows 100 due. Use the redeem icon in this tile to redeem a voucher against the account.
  • Total paid - lifetime amount paid, with an “of X billed” sub-line so you can see paid versus billed at a glance.
  • Attendance - a sparkline of recent check-ins. The dot lights up when the member has already checked in today. Use the overflow icon to change the window: Last 4 weeks, Last 12 weeks, Last 6 months, Last 12 months, or All time. Your choice is remembered for the next profile you open.
  • Level - current progression level, shown only when progression tracks are enabled. The plus icon assigns a level.

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Header actions

For an active contact the header has an Add menu plus a Message, Edit, and Archive action (the last three collapse into an overflow menu on narrow screens). The Add menu creates:
  • Booking - opens the schedule pre-filtered to this contact.
  • Membership - opens the membership dialog with the contact pre-selected.
  • Check-in - records a visit (against an existing booking or membership, or a new booking or membership in one step).
  • Voucher - redeems a voucher against this contact’s account.
Message opens a new message pre-addressed to the contact. Edit opens the contact form. Archive removes the member from active use (see below). If the contact is archived, the header collapses to a single Unarchive action (visible to staff with the members.manage.club permission). An archived member is retained for financial and legal history but is hidden from listings, has its memberships and future bookings cancelled, and cannot log in until an admin unarchives it. Archiving is org-scoped: the same person can stay an active member of another organization.

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Tabs

Each tab shows a count badge and loads its own data on demand, so opening the profile stays fast even for contacts with long histories.

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Overview tab

The Overview tab stacks two elements:
  • Engagement gauge - the member’s engagement score and level. See Engagement analytics for how the score is computed.
  • Activity timeline - a chronological feed of the member’s bookings, check-ins, messages, and membership activity.

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Editing the contact

Click Edit in the header. The form covers name, contact details, date of birth, type, profile image, address, and any custom fields configured under Settings > Custom fields. Contact type can be one of: member, staff, lead, contact, lapsed, or drop-in. Changing the contact’s type is logged. Click the type chip in the page header to open its type-change history.

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Notes

The notes panel at the bottom of the sidebar is a free-form running log. Type a note and press the add button (or Ctrl+Enter) to save it. Each note is timestamped; editing a note updates its timestamp. Use the pencil and trash icons on a note to edit or delete it. Notes are internal - members never see them.

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User account

The User Account block in the sidebar shows whether the contact has a member-portal login. Possible states:
  • Unregistered - no portal account exists. When the contact has an email, an Invite button appears to send a portal invitation.
  • The account exists (statuses such as Active, Inactive, Suspended, or an invitation still pending). The block shows the status chip, and the invitation expiry date while an invitation is outstanding.
The overflow menu on this block offers, depending on state:
  • Reset password - available for an active account when you are an admin and the account is not your own.
  • Send invitation / Resend invitation - re-sends a portal invitation while one is outstanding.
  • Delete - deletes an outstanding invitation, or removes the portal login link, for anyone but yourself.

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Credentials and PIN

When access control is enabled, a credentials block lists every QR code, access card, or PIN assigned to this contact. From here you can:
  • Assign an existing unassigned credential to the contact.
  • Add a new credential (manual enrollment - pick a type and enter its identifier).
  • Mark a credential primary, revoke it, or unassign it.
A PIN is a type of credential: a 4-10 character alphanumeric code the member uses at a kiosk or door. Adding a new PIN replaces any existing active PIN for the contact. See Access cards for credential types and lifecycle.

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Accounts panel

The Accounts block in the sidebar shows every household and company the contact belongs to, with the contact’s role on each. Click an account name to open the account detail page.
  • When the contact belongs to no account, the block shows an Add button that creates a new account (household or company) with this contact locked in as the owner.
  • When the contact is on an account, each account row shows the other members with their roles. The row’s Add button attaches a new person to that account, and the trash icon detaches a member without deleting their contact record.

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Integrations

When the contact has been pushed to external systems, the sidebar shows:
  • Stripe customer - customer ID, email, and creation date. Sync re-pulls Stripe’s record.
  • WebLock - the WebLock user ID, or a prompt to sync. Sync re-pushes every active access grant for this contact to WebLock and reports how many grants were pushed.
These blocks only appear when the corresponding integration is installed and connected for your org.

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Payment methods

Saved cards and bank accounts on file appear in the sidebar. They are the same payment methods available when adding payments to invoices or membership transactions.

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Worked examples

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Front-desk check-in for a padel member who owes money

  1. Open the member from the Member list.
  2. The Due from member tile shows 30 in red - a court fee from last week.
  3. Use Add > Check-in to record today’s visit against their membership.
  4. On the same profile, open the Transactions tab and take payment for the outstanding 30, or redeem a voucher from the Due from member tile if they have credit.

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Onboard a new jiu-jitsu member to the portal

  1. Create or open the contact and click Edit to confirm the email is correct.
  2. In the User Account block, click Invite. The block switches to show the invitation and its expiry.
  3. If the member does not accept in time, use the overflow menu to Resend invitation.

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Give a climbing member a door PIN

  1. Make sure access control is enabled for your org.
  2. In the credentials block, click Add, choose PIN, and enter a 4-10 character code.
  3. The PIN becomes the member’s primary credential. Adding another PIN later replaces this one.

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Track belt progression for a martial arts student

  1. Enable progression tracks so the Level tile appears in the info strip.
  2. Use the plus icon on the Level tile to assign the student’s current belt.
  3. The Overview tab’s activity timeline and the info strip keep the level visible for front-desk staff.

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Tips & best practices

  • Read the info strip before every front-desk interaction: it answers “do they owe anything?”, “have they checked in today?”, and “how active are they?” without opening a tab.
  • Keep sensitive context (injuries, disputes, access notes) in the Notes panel, not in message threads - notes stay internal.
  • Prefer Archive over deletion when a member leaves: archiving preserves their financial and legal history and can be reversed with Unarchive.
  • Redeem vouchers and add wallet credit from the Due from member tile so the credit balance updates in place.
  • When a family shares billing, create the household from the paying member’s profile so they are set as the owner automatically.

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Troubleshooting