š Required Role Permissions: Bookings, Households, Members
Logs - See Comments, Edit Comments
š Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Creating Households
When a new membership is purchased and the order includes a last name or company name, a household record is automatically created in the Dashboard.
Order - Customer Details
In the Ventrata Dashboard, go to Bookings > Households or Bookings > Members. Each row represents a distinct household (Households table) or member (Members table).
Household
Members
Household Level
The household level consists of several sections:
Household Level
Header
Household Information - press the pen and paper icon to add or edit the following household fields:
Header - Household Information
Field Name | Description |
Name | the households name |
Test | check to make the household as a test rcord |
Destination | auto-selected based on the initial membership purchased by the primary member |
Full Adress | address provided by the primary member during the initial membership purchase |
City | primary member's address (city) |
State/Province | primary member's address (state or province) |
Zip/Postal Code | primary member's address (zip number or postal code) |
Country | primary member's address country of residence |
Household Overview - a summary of household activity
Household Metadata
Metadata | Description |
Lifetime Value | total value of bookings made by all members of the household |
Household For | time elapsed since the household was created |
Total Visits | number of redemptions by all member |
Last Visit | most recent redemption by any member |
Reference | unique alphanumeric household ID |
Member Profile
Member Information - displays the member's name, country flag and contact details.
Press the SEND VERIFICATION EMAIL button to verify the member's email (and mobile number, if provided).
š NOTE
Any past or future bookings made with the same verified email or mobile number are automatically linked to the member profile.
Member Information
Press the pen and paper icon to add or edit the following member fields:
Field | Description |
Primary | marks the member as the primary household contact |
Test | marks the member as a test record |
Household Role | role within the household (for example, family member ā Mother, Father, or job title ā CEO, Marketing manager) |
Household | pre-filled based on the associated household |
Tags | use a tag to organise and filter members |
Code | internal reference ID |
Photo | upload an image file to identify the member |
Salutation | preferred form of address |
First Name | member's first name |
Last Name | member's last name |
Company | member's place of employment |
Department | member's department |
Title | member's job title |
member's email address | |
Mobile | member's phone number |
Age | member's age |
Birthdate | member's date of birth |
Language | member's preferred language |
Country | member's country of residence |
Full address | member's full address (Google address search) |
City | member's address (city)
|
State/Province | member's address (state or province) |
Zip/Postal Code | member's address (zip number or postal code) |
Notes | member's notes related to the order |
Tax ID | member's tax identification number |
Tax Office | member's registered office |
Send me the latest offers and exclusive discounts | opt-in for marketing communication |
Membership Overview - a summary of member activity:
Membership Metadata
Metadata | Description |
Lifetime Value | total value of bookings made by the member |
Member For | time since the member was created |
Total Visits | number of redemptions by the member |
Last Visit | most recent redemption by the member |
Reference | unique alphanumeric member ID |
Member Activity
Memberships - lists all membership associated with the member, including active and expired ones. Displays validity periods (Valid From / Expires On) and auto-renewal status.
Memberships
Use the options on the right-hand side of each membership row to manage a membership. Options include:
Bookings - view bookings linked to the membership
Scans - view scans linked to the membership
+ New Order - create a new booking using the selected membership
Disable / Enable Auto-Renew - toggle automatic renewal
Renew - manually renew the membership
Membership Options
Member Bookings & Scans
Footer
+ NEW MEMBER - add a new member to the household
+ NEW MEMBERSHIP - create a new membership booking
š TIP
Learn how to create new members and memberships within a household.
Footer
Logs
All updates to the household are recorded at the bottom of the household level.
To view specific types of logs, switch between
User Comments
System Updates
Webhooks, or
All Logs tab for a complete list of logs.
These logs capture essential information regarding modifications to members, orders, including who made the changes, what was updated, and any additional notes provided by users.
Logs