Navigating MemberZone

The sidebar on the left of HQ is your main navigation. Some items are single pages; others are groups that open to show their pages. Your business's words are used throughout: the first item is Clubs, Memberships or Programs, to match what you offer.

Sidebar Structure

Home

Home sits at the top: your dashboard with metrics, action items and activity.

Main Items

Item	What's there	Who sees it
Clubs (or Memberships, Programs)	Your programs and their plans: create, edit, submit for review, close signups. See How to Create, Edit, and Manage Your Programs.	Any program permission
Inbox	Messages with your members, AI reply drafts you approve, and messages with the MemberZone team. See Inbox.	View Inbox or Manage Inbox
People > Contacts	Members, prospects, staged members and customers	View CRM, View Customers or Manage Customer Notes
People > Notes	Customer notes across your business	Manage Customer Notes
Fulfillment > Orders	Every order: program orders, store orders, enrollment and imported orders	Process Orders or Manage Fulfillment
Fulfillment > Runs	Your fulfillment cycles and releases. New release in the header creates a release (with Edit Programs, when you have a release program); see Creating a Release	Process Orders or Manage Fulfillment
Inventory > Items	Your catalog and stock levels	Any inventory permission
Inventory > Tags	Tags for inventory items	View Inventory or Manage Inventory
Inventory > Templates	What goes into each delivery	View Templates or Manage Templates
Rewards > Rewards	Every reward: discounts and benefits. See Rewards and Discounts.	Any rewards permission
Rewards > Redemptions	Every reward redemption, with sorting, filtering, sales associate attribution and CSV export. See Reward Redemption.	View Customers
Rewards > Loyalty	Your points-based rewards program, when it's available on your account. See Rewards Program.	View Rewards or Edit Rewards
Financials > Payments	Payouts and your payment account	Any financial permission
Financials > Transactions	Payment history	Any financial permission
Financials > Invoices	Invoices, when available on your account	Any financial permission
Marketing	Campaigns, Discounts (promo codes), Transactional emails, email Templates, Suppressions and Email settings	Manage Marketing (Transactional and Email settings: Manage Email Templates)
Storefront > Products	Which of each location's products are in your online store, with their categories and tags. See Storefront Products and Store Settings.	View Inventory or Manage Inventory
Storefront	Your public storefront: Store settings (online store and store shipping switches), Theme, Content, Home, Sections, Footer, Shipping and Sharing	Manage Group Settings
Reviews	Customer reviews	View Customers
Analytics	Performance dashboards	View Analytics
Reports	Reports and exports	View Analytics or Export Data
Settings	Profile, Communication, Point of Sale, Taxes & fees, Shipping & Compliance, Locations, Team and Integrations	Each page needs its own permission (for example Manage Group Settings for Profile, Manage Team Members for Team)

Under Settings, Communication holds the card email settings and Point of Sale holds Show member ID at the register. See Member ID and Member Details at the Register.

Footer

Pinned to the bottom of the sidebar:

• View storefront - Opens your public storefront in a new tab.
• Sign-up QR - Opens your sign-up QR code in a new tab.
• Ask Zoe - A filled button in your brand color that opens Zoe, the help assistant, where it's available.

Every Storefront page header shows Store is live or Store is off and a View store button that opens your shop (/b/your-page/shop).

• Updates - Platform announcements and feature updates.
• Help - The help center and support.

Sidebar Behavior

• Groups - Click a group (such as People or Rewards) to open or close it.
• Badge counts - Items show a badge when something needs attention: Contacts when members owe a balance, Runs when fulfillment or a release needs action, Templates when enrollment templates are missing, Rewards when a reward isn't configured at the register, and Inbox for unread conversations. Hover over a badge to see what it's about.
• Permission gating - You only see the items your permissions allow, and a group with nothing in it for you is hidden.
• Locations - Pages that belong to a location, such as inventory, templates and rewards, follow the location you're working in. With more than one location, switch from your account menu.
• Before your account is activated - Until your account is activated, the sidebar shows only Home, the Settings pages Profile, Locations, Team and Integrations, and Updates and Help.
• Collapsing - The sidebar can be collapsed to icons. On screens 1024 pixels wide or narrower, it collapses after you pick a page.

Sidebars

Creating and editing things in HQ opens a sidebar on the right rather than a window in the middle of the screen; quick confirmations (such as deleting something) still ask in a small confirmation. Press Escape to close the sidebar in front. A sidebar that's busy saving (or creating a shipping label) stays open until it finishes. On a phone, sidebars opened from Zoe's full-screen panel, such as Talk to a human or Save as template, open in front of it.