# Work on a member's profile

Find your way around a member's profile and read their attendance, activity and history.

Source: https://docs.champagne.dev-ukab.fr/en/guide/staff/member-profile

A member's profile gathers everything your club knows about them: details, [plans](/en/guide#plan), [credits](/en/guide#credits),
status, tags, attendance, account activity and history. This page explains how the profile is
organized and how to read the person's activity. To find a person first, see [Manage
members](/en/guide/staff/people).

The tasks you carry out from the profile have their own pages:

* [Change a member's status](/en/guide/staff/member-status): suspend a member, block their
  bookings, ban or disable them, and give access back.
* [Manage a member's plans and credits](/en/guide/staff/member-plans-and-credits): grant or remove
  a plan and read the credit history.
* [Tags, notes and notifications](/en/guide/staff/member-tags-and-notifications): label a member,
  keep an internal note and send a notification.
* [Keep a customer sheet](/en/guide/staff/reservation-people#4-keep-a-customer-sheet): record
  preferences and contraindications for categories such as beauty treatments.

## 1. Find your way around the profile [#1-find-your-way-around-the-profile]

Select a person in **People** to open their profile. The top of the page shows their name,
status, tags and email, with shortcuts to **Open application**, start a **New chat** and
**Send notification**.

<figure>
  <img src="/images/guide/staff/person-profile.png" alt="Profile of Alex Morgan with an Active status, the Founding member and Tournament players tags, Open application, New chat and Send notification buttons, the Profile, Membership, Activity and History tabs, and the Profile tab showing cards for Personal details, Legal status, Member status and Tags." width="1280" height="800" />

  <figcaption>
    The profile of the example member Alex Morgan. The numbers match the tabs in the table below.
  </figcaption>
</figure>

The profile is organized in four tabs, each holding cards:

| # | Tab            | Card                                                               | What you can do                                                                                                                                                       |
| - | -------------- | ------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1 | **Profile**    | **Personal details**                                               | See name, phone, date of birth, gender and address. Select **Edit information** to change them.                                                                       |
|   |                | **Legal status**                                                   | Select **Edit legal status** to mark the person as an **Individual** or a **Company**. A company has a **SIRET** of exactly 14 digits and an optional **TVA number**. |
|   |                | **Additional information**                                         | Answer your club's extra questions. Select **Edit attributes**. The card appears only when your club has extra questions.                                             |
|   |                | **Member status**                                                  | Whether the person has normal access. See [Change a member's status](/en/guide/staff/member-status).                                                                     |
|   |                | **Tags**                                                           | The labels your team put on the person. See [Tags, notes and notifications](/en/guide/staff/member-tags-and-notifications).                                              |
|   |                | **Sponsorship**                                                    | Who sponsored the person, and whom they sponsored.                                                                                                                    |
|   |                | **Invited guests**                                                 | The guests the member invited, when there are any.                                                                                                                    |
|   |                | **Note**                                                           | An internal note about the person. Select **Edit note** to change it.                                                                                                 |
| 2 | **Membership** | **Memberships**                                                    | See the person's plans, grant a plan or remove one. See [Manage a member's plans and credits](/en/guide/staff/member-plans-and-credits).                                 |
|   |                | **Signed documents**                                               | The documents the person signed during their application. See [step 4](#4-read-the-history-and-signed-documents).                                                     |
|   |                | **Credits**                                                        | See the credit balance. Select **View history** for every top-up, reservation, deposit, refund and add-on.                                                            |
| 3 | **Activity**   | **Attendance**                                                     | How often the person was present, late or absent. See [step 2](#2-check-attendance).                                                                                  |
|   |                | **Customer sheet**                                                 | Shown for categories that keep customer sheets. See [Keep a customer sheet](/en/guide/staff/reservation-people#4-keep-a-customer-sheet).                                 |
|   |                | **Building entries**                                               | The last times the person told the club they arrived. See [step 3](#3-follow-the-account-activity).                                                                   |
|   |                | **Account activity**                                               | The last sign-in and whether the account is activated.                                                                                                                |
| 4 | **History**    | **Membership history**, **Status history** and **Profile history** | Every plan, status and profile change. See [step 4](#4-read-the-history-and-signed-documents).                                                                        |

Each tab has its own address, so a link you share opens the same tab.

> The cards and buttons you see depend on your permissions. For example, **Member status** appears
> only if you may change a member's status, and **Manage plans** only if you may manage memberships.
> See [Who sees what](/en/guide/admins/who-sees-what).



## 2. Check attendance [#2-check-attendance]

In the **Activity** tab, the **Attendance** card counts the person's reservations marked **Present**, **Late** and
**Absent** over the **Last 30 days**, **Last 90 days** or **Last 365 days**. A link such as
**2 unmarked** counts the reservations nobody marked yet.

Select a number or **View reservations** to open the list. Use the menu at the top to show
**All** reservations or one attendance state only.

<figure>
  <img src="/images/guide/staff/member-attendance.png" alt="Reservations panel for Alex Morgan over the last 90 days, with the attendance menu set to All and outlined, listing one Place à la piscine reservation marked Present." width="1280" height="800" />

  <figcaption>
    The past reservations of Alex Morgan over the last 90 days. The control to use is outlined in
    orange.
  </figcaption>
</figure>

## 3. Follow the account activity [#3-follow-the-account-activity]

### Building entries [#building-entries]

When a member arrives, they can select **I'm in the building** in their member area. In the **Activity** tab, the
**Building entries** card lists the date and time of their 20 most recent entries, or &#x2A;*No
entries yet.**

<figure>
  <img src="/images/guide/staff/member-building-entries.png" alt="Building entries card listing four arrival dates and times." width="380" height="215" />

  <figcaption>
    The last four arrivals of the example member Alex Morgan.
  </figcaption>
</figure>

### Account activity [#account-activity]

In the **Activity** tab, the **Account activity** card shows whether the member can sign in:

* **Pending activation**: the member has not chosen a password yet. The card says whether an
  activation link is pending, expired or valid until a given date. Select **Send activation
  email** or **Resend activation email** to send them a new link.
* Once activated, the card shows the **Last sign in** and **Active session** or **Signed out**.
  Select **Sign out member** and confirm to sign them out of every device, for example after a
  lost phone. They can sign in again at any time.

<figure>
  <img src="/images/guide/staff/member-account-activity.png" alt="Account activity card with the last sign-in, an Active session label and a Sign out member button outlined in orange." width="380" height="184" />

  <figcaption>
    The account activity of the example member Alex Morgan, who is signed in. The control to use is
    outlined in orange.
  </figcaption>
</figure>

### Sponsorship and invited guests [#sponsorship-and-invited-guests]

In the **Profile** tab, the **Sponsorship** card lists the person's **Sponsors** and the **Sponsored members** they
brought in. A sponsor is recorded when your team accepts an [application](/en/guide#application) that used their sponsor
code. Select a name to open that profile.

When the member invited guests, an **Invited guests** card lists each guest with the start of
their access and **Active**, **Ended** or **Revoked**.

<figure>
  <img src="/images/guide/staff/member-invited-guests.png" alt="Invited guests card listing Clara Fontaine with the start of her access and an Active label." width="380" height="124" />

  <figcaption>
    The guest invited by the example member Alex Morgan.
  </figcaption>
</figure>

## 4. Read the history and signed documents [#4-read-the-history-and-signed-documents]

Select the **History** tab. It shows:

* **Membership history**: each plan **Added**, **Updated**, **Renewed** or **Removed**, with who
  did it, when, the plan before and after, and the reason.
* **Status history**: each status change with its dates and reason.
* **Profile history**: each edit of the person's details, additional information, photo, tags
  or note, with who did it and when.

<figure>
  <img src="/images/guide/staff/member-history.png" alt="History tab of Alex Morgan's profile selected and outlined, with a Membership history entry for the Adhésion 51 IÉNA (2026) - Abonnement Membre 2026 plan marked Added on 1 September 2026, a Status history that says No events recorded yet, and a Profile history below them." width="1280" height="800" />

  <figcaption>
    The history of Alex Morgan, whose plan was granted on 1 September 2026.
  </figcaption>
</figure>

Select an entry to see its details. In **Profile history**, an entry lists each field that
changed with its value before and after.

In the **Membership** tab, the **Signed documents** card lists the documents the person signed
during their application, with their signing date. Select **PDF** to download one. If the card says &#x2A;*Downloads are
unavailable until Yousign is configured.**, ask your Champagne provider to set up electronic
signature.

## 5. Guests and external customers [#5-guests-and-external-customers]

Some profiles belong to people who are not members:

* A *guest* was invited for a limited time, by your team or by a member. Their profile has a
  **Guest access** card with **Invited by**, **Access started** and **Access ends**. In the
  People list, they show **Guest account**, then **Former guest** once their access has ended.
* An *external customer* booked online without a membership. Their profile has an **External
  customer** card with the start and end of their access, and the list shows **External
  customer**.

<figure>
  <img src="/images/guide/staff/guest-profile.png" alt="Guest access card with Invited by Alex Morgan, and the Access started and Access ends dates." width="380" height="208" />

  <figcaption>
    The guest Clara Fontaine, invited by Alex Morgan.
  </figcaption>
</figure>

<figure>
  <img src="/images/guide/staff/external-customer-profile.png" alt="External customer card with the Access started and Access ends dates." width="380" height="128" />

  <figcaption>
    The external customer Marc Lefort, who booked a suite online.
  </figcaption>
</figure>

Guest profiles have no **Sponsorship** card. To invite a guest, see
[Manage members](/en/guide/staff/people#3-invite-a-guest).
