For: Owners, Managers
The Contacts page can export a list of enrolled members. Enrolled members are people signed up for Jolly. It also shows unclaimed points. These are points sent to someone but not yet claimed.
Steps
Open Contacts. Click Contacts in the left sidebar.
Filter to enrolled members. Use the membership filter. Select Enrolled.
Check unclaimed points. The Unclaimed Points column shows what each person still has waiting.
Click Export. You download a file with the contacts in your filtered view. Use it as a roster of enrolled staff.
Good to know
Use the search bar to check one employee. Clear the filter to see everyone again.
If numbers look off, check that the filter is still on. Refresh after any recent update from your employee system.
Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.