type field decides which bucket they show up in across the UI.
The Members section in the admin gives you that table, plus everything attached to it: memberships, accounts (households and companies), access credentials, sport ratings and matches, and document signatures. The day-to-day check-in log and attendance records live under Schedule, not here.
What’s in this section
Member list
The contacts grid. Tabs split it into members, drop-ins, leads, lapsed members, accounts, and unpaid. Filter by tag, plan, status, or progression level.
Member profile
A single contact’s page: notes, memberships, bookings, check-ins, transactions, messages, documents, credentials, and account links.
Memberships
Every membership in the org. Filter by status (active, paused, pending, used, cancelled, expired) or billing frequency.
Accounts
Group contacts into households or companies for shared billing and acting-on-behalf-of permissions.
Access cards
QR codes, access cards, and PINs that members tap, scan, or punch in at a reader.
Attendance
The check-in log. In the admin this lives under Schedule > Attendance and Schedule > Check-ins, not Members.
- Matches (
/members/matches) - head-to-head match results that feed sport ratings. Only appears when ratings are enabled for your org. - Document signatures (
/members/document-signatures) - the log of waivers and other documents members have signed.
Contact vs member
The two terms are not interchangeable in the data model, but the UI uses “member” almost everywhere:- A contact is any person record in your org. Type can be
contact,member,lead,drop_in,lapsed,staff, orarchived(the “deleted” disposition - records are soft-deleted, never removed). - A member is a contact with
type = member, which typically means they have or had a membership. - The page is labelled Members, but the underlying table is
contacts. The admin URL is/members/list, while API calls hit/contacts.
type column shows which bucket each contact is in. You can change a contact’s type from their profile, and the change is recorded in the type history.
Plans vs memberships
Plans are templates; memberships are instances:- A plan lives under Revenue > Plans. It defines price, billing frequency, signup fee, max uses per period, validity window, scope (which classes, areas, or instructors it covers), and whether it auto-renews.
- A membership is what you assign to a specific contact when they sign up. It snapshots the plan’s terms at the moment of sale, so editing the plan later does not retroactively change existing memberships.
Accounts roll up billing
Accounts let you group contacts under a shared billing entity:- Household accounts use the roles Owner, Adult, and Dependent to keep a family unit together. A parent enrolling two kids in a jiu-jitsu kids program is a household.
- Company accounts use the roles Admin and Employee to bill an employer for its people, for example a corporate gym membership.
Credentials are how members get in
If you run access control, members carry one or more credentials: a QR code, a physical access card, or a PIN. Credentials are assigned to a contact, and one is marked primary. How strict the door is depends on your check-in mode. See Access control for the configuration and Check-in models for what each mode allows.Related
- Member list - find, filter, and bulk-act on contacts
- Member profile - the page a row click opens
- Memberships - the membership grid and lifecycle
- Accounts - households and companies
- Attendance - the check-in log (in-app under Schedule)
- Smart tagging - automatic tags driven by rules
- Revenue > Plans - the plan templates memberships are built from