What This Screen Does

This is where you see every membership in your system at a glance. Think of it like a big attendance roster that shows who has a membership, what type it is, how much they pay, and whether it is active, on hold, or cancelled. You can search, filter, export the list to a spreadsheet, and even change multiple memberships at once.

How to Get There

Open the dashboard.
In the left-hand menu, click Membership.
You are now on the Membership List screen.

Step-by-Step Guide

1. Browse the Membership Table

The main part of the screen is a table. Each row is one membership. Here are the columns you will see:

Column	What It Shows
Member	The member’s name, email, and profile photo. Click on a member to go to their profile.
Membership	The name of the membership type (e.g. “Gold Plan”, “10-Visit Punch Card”).
Price	How much the member pays, shown in the appropriate currency.
Frequency	How often the member is billed (e.g. monthly, yearly).
Renewal date	The next date the membership will renew.
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 will resume.
Discount code	Any discount voucher code applied to this membership.
Has payment method	Shows Yes (green) or No (red) to indicate whether the member has a payment method on file.
Status	A colored label showing the membership status: Active (green), On Hold (blue), Cancelled (yellow), or Inactive (grey).

2. Filter by Status

Above the table you will see a row of tabs:

Tab	What It Shows
All	Every membership, regardless of status. The badge shows the total count.
Active	Only memberships that are currently active. This is the default view.
On Hold	Memberships that are temporarily paused.
Cancelled	Memberships that have been cancelled but may still appear in the system.
Inactive	Memberships that have expired or are no longer in use.

Click any tab to switch the view.
The badge on each tab shows how many memberships are in that status.

3. Search for a Specific Membership

Use the Search text field at the top of the table.
Type a member’s name, email, or any relevant keyword.
The table updates as you type.

4. Filter by Membership Type

Next to the search field, you will see a Membership types dropdown.
Click it to open the list of all active membership types grouped by category:
- Contingent (shown with a green chip)
- Campaign (shown with a blue chip)
- Punch card (shown with a purple chip)
- Personal training (shown with an orange chip)
Check one or more types to narrow down the table.
To remove a filter, uncheck it or click the Clear button that appears below the toolbar.

5. Sort the Table

Click any column header to sort by that column.
Click the same header again to reverse the sort direction (ascending ↔︎ descending).
The default sort is by Valid from in descending order (newest first).

6. Change the Number of Rows per Page

At the bottom of the table, use the Rows per page dropdown.
Options include 5, 10, 25, 100, or All (the total number of memberships).
Use the arrow buttons to move between pages.

7. Toggle Dense Mode

At the bottom-right of the table, there is a Dense toggle.
Turn it on to reduce the row height and fit more memberships on the screen.

8. View a Member’s Profile

Click on a member’s name or avatar in the table, or
Click the three-dot menu (⋮) at the end of any row and select View.
You will be taken to that member’s profile page.

9. Export the List

Click the three-dot menu (⋮) icon to the right of the search and filter bar.
Select Export.
The system will download a CSV file (result.csv) containing all memberships that match your current filters.
Open this file in any spreadsheet application (Excel, Google Sheets, etc.).

10. Select Memberships (Admin Only)

If you are an Admin, you will see a checkbox at the start of each row.
Check individual rows to select them, or use the checkbox in the header to select all rows on the current page.
Once you have selected memberships, additional actions become available (see next step).

11. Mass Change Membership Type (Admin Only)

After selecting one or more memberships:

Click the three-dot menu (⋮) icon next to the search bar.
Select Mass change membership type.
A dialog will open where you can change all selected memberships to a different type.

Mass Change Dialog Fields

Field	Required	What to Enter
Type	Yes	Choose the new membership type from the dropdown. Types are grouped by category (Campaign, Contingent, Personal training, Punch card, Drop In) with colored chips.
Valid from	Yes	Pick the date the new membership should start. Must be at least tomorrow.
Price	Yes	Select a price from the available options for the chosen membership type. Only prices valid for the selected start date appear.
With discount	No	Toggle on if you want to apply a discount.
One time discount	No	Toggle on if the discount should only apply once (appears when “With discount” is on).
Discount percentage	No	Enter a percentage between 0 and 100 (appears when “With discount” is on).
Use first of month as anchor	No	Toggle on to set the renewal date to the first of each month. May be locked depending on gym or membership type settings.
Send welcome email	No	Toggle on to send the member a welcome email for their new membership.
Use setup fee	No	Toggle on to charge the setup fee defined on the membership type.

Click Change to apply.
Click Cancel to close without making changes.

12. Book a Guest or Add a New Member

At the top-right of the screen you will see two buttons:

Button	What It Does
Book a guest	Opens the guest booking form so you can register a one-time visitor.
New member	Opens the new member creation form to add a full member to the system.

What Happens Behind the Scenes

Loading the Page

You open the Membership List screen
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API calls load membership types (Campaigns, Contingents, Punch Cards, Personal Trainings)
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API call loads chain settings
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API call: getMemberships({ pageSize, pageNumber, sortBy, direction, search, statuses, membershipTypes })
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Table displays the memberships with status counts on each tab
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URL updates with current filters, page, and sort settings (so you can bookmark or share the link)

Exporting the List

You click "Export"
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API call: GET /api/memberships (with Accept: text/csv header and current filters)
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Server returns a CSV file
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Browser downloads "result.csv" to your computer

Mass Changing Memberships

You select memberships and click "Mass change membership type"
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Dialog opens — you fill in the new type, date, price, and options
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You click "Change"
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Form validates all fields (Yup schema)
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API call: mass change is submitted for all selected memberships
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Success — dialog closes, membership list reloads with updated data

Troubleshooting

“The table is empty even though I know there are memberships”

Check which status tab is selected. You might be on “Cancelled” or “Inactive” while the memberships you expect are “Active”.
Check the search field — if there is text in it, the table only shows matching results. Clear it and try again.
Check the Membership types filter — if specific types are selected, only those will show. Remove the filter chips or click Clear.
Make sure you have the correct gym/location selected in the dashboard header. Memberships are filtered by the currently selected gym.

“I cannot see the checkboxes to select memberships”

The select-all checkbox and individual row checkboxes are only visible to users with an Admin role.
If you need to perform a mass change, ask an administrator to do it or request that your role be upgraded.

“The Export option downloaded an empty or incomplete file”

The export respects your current filters. If you have a status tab or search filter active, only matching memberships will be exported.
To export everything, switch to the All tab, clear the search field, and remove any membership type filters before exporting.
If the file is truly empty, there may be a server issue — try again in a few minutes or contact support.

This option only appears after you have selected at least one membership using the checkboxes.
Make sure you are an Admin — only Admins can see the checkboxes and the mass change option.

“The Mass Change dialog says ‘Membership is required’ or ‘Membership price is required’”

You must select a membership type from the Type dropdown before submitting.
After selecting a type and a valid-from date, you must also select a price. If no prices appear, the chosen membership type may not have a valid price for the selected date. Try a different start date or check the membership type’s pricing configuration.

“I changed the filters but the table did not update”

The table should update automatically when you change filters, search, or switch tabs. If it does not, try refreshing the page.
Your filters are saved in the URL, so after a refresh you will return to the same view.
If the problem persists, check your internet connection — the table needs to fetch data from the server each time filters change.

“I clicked on a member but nothing happened”

Clicking the member’s name or avatar should take you to their profile. Make sure you are clicking on the name cell, not on an empty area of the row.
You can also use the three-dot menu (⋮) at the end of the row and select View.

“The status counts on the tabs do not add up”

The individual status counts (Active, On Hold, Cancelled, Inactive) reflect the current data from the server. The All count is the grand total.
If the numbers seem off, try refreshing the page. The counts update every time the page loads or filters change.
Some memberships may have transitioned status recently (e.g. an active membership just expired). A refresh will show the latest numbers.

“My URL filters disappeared after navigating away and coming back”

The filter state is stored in the URL query parameters. If you navigate to another page and then come back using the side menu, the URL may reset to defaults.
To preserve a specific view, bookmark the URL while the filters are active. When you open that bookmark, the filters will be restored.

“The mass change failed with an error”

Read the error message carefully — it usually tells you what went wrong.
Common causes: the selected membership type is no longer active, the valid-from date is in the past (it must be at least tomorrow), or a required field is missing.
If the error is unclear, try changing fewer memberships at once to isolate the issue. If it keeps happening, contact support with the error message.

Membership List