Everyone you track lives in one table: contacts. A contact becomes a member the moment you sell or assign them a membership. The same record may also be a lead, a drop-in, a parent on a household account, or a staff member - theDocumentation Index
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type field decides where they show up in the UI.
The Members section in the admin gives you that table, plus the four things attached to it: memberships, attendance, accounts (households and companies), and access credentials.
What’s in this section
Member list
The contacts grid. Tabs split it into members, drop-ins, leads, lapsed members, households, 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.
Attendance
Check-in log. Add manual check-ins, link them to bookings or memberships, view by date range.
Access cards
QR codes, access cards, and PINs that members tap, scan, or punch in at a reader.
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(used as the “deleted” disposition). - A member is a contact with
type = member, which typically means they have or had a membership. - The page itself is labelled Members, but the underlying table is
contacts. URL paths use/members/list, but API calls hit/contacts.
type column shows the bucket each contact is in. You can change a contact’s type from their profile - the change is logged in the type history.
Plans vs memberships
Plans are templates; memberships are instances:- A plan lives under Billing > Plans. It defines price, billing frequency, signup fee, max uses per period, validity window, scope (which classes/areas/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 (Owner, Adult, Dependent) keep a family unit together.
- Company accounts (Admin, Employee) bill an employer for its people.
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 and filter contacts
- Memberships - the membership grid and lifecycle
- Accounts - households and companies
- Attendance - the check-in log
- Smart tagging - automatic tags driven by rules
- Billing > Plans - the plan templates memberships are built from