How to get here
Open the dashboard.
In the left-hand menu, click Membership.
Select the type you want to view — Contingents, Punch cards, Campaigns, etc.
You are now on the Membership List screen.
1. The table
The main part of the screen is a table. Each row is one membership.
Member
The member's name, email, and profile picture. Click a member to go to their profile.
Membership
The name of the membership type (e.g. "Gold Plan", "10-Visit Punch Card").
Price
What the member pays, shown in the relevant currency.
Frequency
How often the member is billed (e.g. monthly, annually).
Renewal date
The next date the membership renews.
Valid from
The date the membership started.
Valid to
The date the membership ends (if it has an end date).
On hold until
If the membership is paused, this shows when it resumes.
Discount code
Any discount code linked to this membership.
Has payment method
Yes (green) or No (red) — whether the member has a payment method registered.
Status
Colour-coded badge: Active (green), On Hold (blue), Cancelled (yellow), or Inactive (grey).
2. Filter by status
Above the table you will find tabs: All, Active, On Hold, Cancelled, and Inactive. Active is the default view. The badge on each tab shows the count of matching memberships.
3. Search
Use the Search field at the top. The table updates as you type.
4. Filter by membership type
Use the Membership types dropdown next to the search field. Types are grouped with colour chips: Contingent (green), Campaign (blue), Punch card (purple), Personal training (orange). Select one or more to narrow the table. Click Clear to reset.
5. Sort
Click a column header to sort. Click again to reverse the direction. The default sort is Valid from descending (newest first).
6. Rows per page and navigation
Use the Rows per page dropdown at the bottom (5, 10, 25, 100, or All). Use the arrow buttons to navigate.
7. Compact view
Switch on the Dense toggle at the bottom right to reduce row height.
8. Export
Click the three-dot menu (⋮) by the search bar → Export. The system downloads result.csv with all matching memberships.
9. Select and bulk change (Admin only)
As an Admin you see checkboxes in each row. Select the rows you want, then click the three-dot menu → Mass change membership type.
Type
Required. New membership type from the dropdown.
Valid from
Required. Start date — must be at least tomorrow.
Price
Required. Select a price that is valid for the chosen start date.
With discount
Optional. Apply a discount.
One time discount
Optional. The discount applies once only.
Discount percentage
Optional. Percentage between 0 and 100.
Use first of month as anchor
Optional. Sets the renewal date to the first of the month.
Send welcome email
Optional. Sends a welcome email to the affected members.
Use setup fee
Optional. Charges the sign-up fee for the new type.
Click Change to apply, Cancel to close without changes.
10. Book a guest or add a new member
At the top right: Book a guest (one-time visitor) and New member (full new member).