How to get here
Click Member overview in the left menu.
You are now on the Member overview screen.
Step-by-step guide
Understand the status tabs
At the top of the list you see four tabs. All: All members in the system regardless of status. The badge shows the total count. Active: Members who currently have an active membership. The badge shows the number of active members. Inactive: Members whose membership has expired or been cancelled. The badge shows the number of inactive members. Waiting list: People who have signed up for the waiting list but are not yet full members. The badge shows the waiting list count. Click a tab to switch view — the table reloads automatically.
Search for a member
Use the search field above the table. Type a name (or part of a name) and the table filters as you type. The search applies to the status tab you currently have selected. Clear the search by deleting the text or clicking the Clear button in the active filters bar.
Read the table
Each row represents one member with the following columns: Name: The member's full name and email address, plus profile picture. Click the name to open the detail page. Created date: The date the member was first added to the system. Has payment method: A green Yes or red No badge indicating whether the member has a payment method registered. Number of attendances: How many classes or sessions the member has attended. Credit balance: Current credit balance in the centre's default currency. Has balance: A green Yes or red No badge indicating whether the member has any credit balance. Primary account: The name, email and picture of the primary account holder if the member is linked to a parent or family account. Empty when the member is their own primary account holder. Click a column header to sort — click again to reverse the direction. Default sorting is Created date, newest first.
Use row actions
Click the three-dot menu icon at the far right of a row to see two options: View opens the detail page (read-only), Edit opens the editing page. You can also click directly on the member's name to open their detail page.
Export to CSV
Click the three-dot menu icon to the right of the search field.
Click Export.
The system downloads a result.csv file containing all members matching your current filters. The export includes all matching members, not just the current page.
Navigate between pages
Use the left and right arrows at the bottom of the table to move between pages. Use the Rows per page dropdown to choose how many rows are shown. Enable the Compact toggle to make rows more compact.
Create a new member
Click the New member button in the top right corner. You are taken to the member creation form.
Book a guest
Click the Book a guest button next to the New member button. You are taken to the guest booking form.
Clear active filters
When you have an active search or are on a non-default tab, an active filters bar appears below the toolbar. Click X on a badge to remove that specific filter, or click Clear to reset all filters to their defaults.
Do you need help?
Contact support and include information about:
What you were trying to do
When the problem occurred