Managing Club Members & Roles
Viewing member profiles, assigning admin roles, and managing member payments.
12 articles
- Understanding a Member's Membership Status and HistoryHow to view a member's current memberships and their full membership history from their profile, so you understand their standing with the club.
- How to Request a Profile Update from an Individual MemberHow club admins can prompt a single member to review and correct their own profile details, without editing the data directly.
- How to Send a Profile Update Request to All MembersHow club admins can prompt every club member at once to review and update their profile details, without contacting each person individually.
- How to View a Member's ProfileWhat club admins can see on a member's profile page, including personal details, medical and emergency information, linked children, and submitted forms.
- How to View and Filter Your Club's Member RosterHow club admins can view every club member's payment status in one list, and filter or sort the roster by name, status, member type, gender, or join date.
- How to Add Documents and Download a Member's Registration FormHow club admins can upload documents to a member's profile and download their originally submitted registration form.
- How to Add and View Custom Attributes on a Member's ProfileHow club admins can add club-specific information to a member's profile using custom attributes, for details not covered by PLAI's standard fields.
- How to Assign or Edit an Admin RoleHow Full Admins can promote a member to Full Admin or Group Admin, or change an existing admin's role and assigned groups, directly from that member's own profile.
- How to Manage a Member's PaymentsHow club admins can view a member's full payment history, filter it, and take actions like refunding, nudging, recording, or waiving a payment.
- How to Remove a Member from Your ClubHow club admins can permanently remove a member from the club, and what happens to their access, memberships, and outstanding balances afterward.
- How to Cancel a Member's MembershipHow club admins can cancel a member's membership immediately or on a future date, and what happens to the member's access and notifications.
- How to Reject a Member RegistrationHow club admins reject a pending member registration with a mandatory reason, so the applicant is notified and there's a clear record of the decision.