Champagne

Manage members

Find a member, open their profile and update their details.

The People section lists every member and customer of your club. From there you can find someone, add a new person, invite a guest for a few hours and open a profile.

1. Find a person

In the left menu, select People. The list shows each person's Name, Email and Status. Select a column title to sort the list by that column.

People section with a search field, Add person, Guest invitations and Filters buttons, and a list of members with their email and a status such as Active, Suspended or Disabled.People section with a search field, Add person, Guest invitations and Filters buttons, and a list of members with their email and a status such as Active, Suspended or Disabled.
The members of the example club Ukab Clubs, sorted by name.

An active member who has not chosen a password yet shows Pending activation. Some people also show a second label next to their status:

LabelWho it is
Guest accountA guest invited for a few hours, whose access is still running.
Former guestA guest whose access has ended.
External customerSomeone who booked online without a membership.

Type part of a name or email address in Search by name or email…. The list updates as you type. When nobody matches, select Clear search and filters to see everyone again.

To narrow the list further, select Filters, choose your criteria and select Apply filters. You can filter by:

FilterWhat it keeps
StatusActive, Suspended, Bookings blocked, Banned or Disabled members.
MembershipPeople with a Valid membership, Expired memberships only, Any membership record or No membership records.
TypeAn Individual or a Company.
GenderThe gender recorded on the profile.
Minimum age, Maximum agePeople within an age range.
TagsPeople with at least one of the chosen tags, or Only people without any tag.
AttributesThe extra questions your club records, such as a preferred language or a profession.

Tags and Attributes appear only when your club has tags or extra questions.

Filters dialog with Status, Membership, Type, Gender, Minimum age and Maximum age fields, a Tags field, an Attributes group with Preferred language, Printed newsletter and Profession, and Reset, Cancel and Apply filters buttons.Filters dialog with Status, Membership, Type, Gender, Minimum age and Maximum age fields, a Tags field, an Attributes group with Preferred language, Printed newsletter and Profession, and Reset, Cancel and Apply filters buttons.

The filters of Ukab Clubs, including three example attributes. The control to use is outlined in orange.

The Filters button shows how many filters are active. Select Reset in the dialog, then Apply filters, to remove them all.

2. Add a person

Select Add person, enter the First name, Last name and Email, then select Create person. The person receives an email with a link to choose their password.

Add a person dialog filled with the first name Camille, the last name Martin and the email camille.martin@example.com, with Cancel and Create person buttons.Add a person dialog filled with the first name Camille, the last name Martin and the email camille.martin@example.com, with Cancel and Create person buttons.
Adding an example member, Camille Martin.

3. Invite a guest

A guest is someone who gets a temporary account for a few hours, for example a visitor coming for an event. Select Guest invitations.

  1. Enter the Guest email.
  2. Choose the Access duration: 12 hours, 24 hours or 48 hours. The time starts when the guest accepts the invitation.
  3. Select Send invitation. The guest receives an email to accept it.
Guest invitations dialog with the email guest@example.com, the access duration set to 24 hours, and a Sent invitations list with two pending invitations and the active guest access of Clara Fontaine.Guest invitations dialog with the email guest@example.com, the access duration set to 24 hours, and a Sent invitations list with two pending invitations and the active guest access of Clara Fontaine.
Inviting an example guest for 24 hours.

The Sent invitations list in the same dialog shows each invitation with its state: Invitation pending, Invitation expired, Guest access active or Guest access ended.

Missing buttons?

Add person and Guest invitations appear only if your role includes the Create and edit member profiles permission. Ask your administrator if you need them, and see Who sees what for the other permissions.

4. Open a member's profile

Select a person in the list to open their profile. There you update their details, plans, status and tags, send them a notification and follow their activity. See Work on a member's profile.

Tip

Select a tag in the People list to show only the people who have it.

Select Back to People to return to the list with your search and filters unchanged.

On this page