Complete UI Guide - Member Dashboard

This is your guide to every page in your MemberZone member dashboard. Each business uses its own word for what you belong to (club, membership or program), and the dashboard uses the word of the business you're looking at. This guide says membership.

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Signing In

1. Go to the sign-in page (/auth/signin). It reads Sign in with "Manage your memberships and rewards."
2. Enter your Email address and Password, then click Sign in.

No password? Many accounts don't have one, for example if you joined at checkout or a business added you. Click Send me a magic link instead, enter your email and click Send me a magic link. You'll see Check your email: the link expires in 30 minutes and works once. Click it to sign in. Use a password instead switches back. See Accounts & Authentication.

After signing in you land on My Memberships (or My Clubs or My Programs, in your business's word).

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Navigation

Once you belong to a business, tabs run across the top of the screen:

• My {offering}, for example My Clubs - your memberships
• Orders - your purchase history
• Shop - only when the business's online store is on. It opens the store. If you belong to several businesses and are viewing all of them, Shop opens a menu of each business whose store is on. See Shopping a Business's Online Store.
• Messages - your conversations with the businesses you belong to
• Wallet - your cards and transactions

On a phone the same destinations sit in a bar at the bottom of the screen, plus Account.

The top bar also has:

• The business switcher at the top left. Pick a business to see just its memberships, orders and cards, or view all of them.
• Check-in QR (the QR code icon) at the top right
• Ask Zoe, your AI assistant
• Your account menu (your avatar): Member portal, Profile, Help & docs, the appearance and font settings, and Sign out

Account has two pages, switched with the tabs at the top of each: Profile and Addresses.

If you haven't joined anything or ordered yet, the top bar shows just the MemberZone logo and your account menu, and there's no bottom bar.

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My Memberships

This page shows every membership you hold, under Welcome, {your first name}.

Quick actions

When you have an active membership:

• Check-in & pay - "Show your code at the POS". Opens your Check-in QR.
• Rewards - "View your points & rewards". Opens the Rewards page (shown when the business has a rewards program).

If you have no card saved, an Add a payment method card asks you to save one so renewals and orders go through, with Go to Wallet. If a payment failed, a banner shows what's owed with a Retry button.

Tabs

• Active ({count}) - active and paused memberships
• Cancelled ({count}) - cancelled memberships

Membership cards

Each card shows the cover image, a status (Active, Paused, Past due or Cancelled), the name, your plan, the price (or Pay-as-you-go for a release membership) and Member since {date}. Click a card to open the membership. See Managing Your Membership.

The membership page has a Rewards card for that membership: how many uses you have left, and a line saying when a reward Starts, is Available from again, or Resets (in the business's time zone). See Rewards & Member Benefits.

If you haven't joined anything

You'll see "No memberships yet" (in your business's word) and "You haven't joined anything yet. Start exploring to find your perfect match.", with a button to browse.

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Orders

Orders in the top tabs (or the bottom bar) lists your purchase history. Click an order to see its items, delivery and tracking. See Orders & Purchases.

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Shop

Shop appears when a business you belong to has its online store on. It opens that store, where you can buy one-off items. See Shopping a Business's Online Store.

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Messages

Messages ("Talk to the businesses you belong to.") lists your conversations with each business. Open one to read it and reply. A number on the tab shows unread messages. See Messages.

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Wallet

Wallet ("Manage your payment methods and view your transaction history") holds:

• Your cards for each business. Cards are saved per business. If you belong to several and are viewing all of them, pick the business from the menu at the top; when you've chosen a business in the switcher, the page shows that business. Add or remove a card here.
• Recent Transactions - your charges, with dates, amounts and status.
• Failed payments - if any payment failed, a notice at the top says how many need attention. Update your card, or retry the payment from the list.

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Rewards

The Rewards page (/member/rewards, "Your points and the rewards they unlock") lists each business where you're in its rewards program, with your points balance. Open it from the Rewards quick action on My Memberships. Click a business to see your balance, points Earned and Redeemed, Visits, your rewards QR and recent points activity. You can also save a card there for faster checkout at the register. See Rewards Program.

If you haven't earned any yet: "No rewards yet. You'll be automatically enrolled in rewards when you join a program or make a purchase."

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Check-in QR

Click the QR code icon at the top right (or Check-in & pay on My Memberships). The page shows your name and "Show at the POS for check-in, rewards, and card-on-file payments.":

• One card per active membership, with the business, the membership and your plan, and a QR code. Staff scan it to pull up your membership, apply your rewards or charge your card on file.
• One rewards card per business where you're in its rewards program but don't have an active membership, with your points balance. Staff scan it to find your rewards account, add points or redeem a reward.

If you hold a membership and are in the rewards program at the same business, the membership card covers both.

Back to My {offering} at the top returns you to your memberships.

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Profile

Account, then Profile ("Manage your personal account information"):

Each change opens a panel on the side of the screen (full width on phones):

• Name - click the pencil to open Edit Name, change your first and last name, Save Name
• Email - click the pencil to open Edit Email, enter the new address, Save Email. You sign in with the new address from then on.
• Phone Number - click the pencil to open Edit Phone Number, Save Phone
• Password - click Change to open Change Password, enter a New Password and Confirm New Password, then Update. If you've never had a password, this sets your first one.

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Addresses

Account, then Addresses ("Manage your shipping and delivery addresses"). Add, edit or remove saved addresses and choose your default. Your saved addresses are offered at checkout and when you change where a membership ships.

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Ask Zoe

Click Ask Zoe in the top bar to open Zoe, MemberZone's AI assistant, beside the page. Type your question ("What do you want to get done?") and press Enter. Zoe answers using the page you're on.

• New conversation starts a fresh chat.
• Back to conversations lists your earlier chats; click one to pick it up again, or delete it.
• Refresh screenshot updates the picture of your page that Zoe uses.

Questions to try:

• "How do I pause my membership?"
• "Where do I update my card?"
• "When is my next order?"
• "Can I change my shipping address?"
• "What rewards do I have left?"

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Quick Reference

I want to...	Go here
See my memberships	My {offering} in the top tabs
Manage a membership	My {offering}, then click the membership
Make a selection for a release or shipment	My {offering}, then the membership, then its selection link
See my orders	Orders
Shop a business's store	Shop (when the store is on)
Track a shipment	Orders, then the order, then its tracking link
Message the business	Messages
Update my card	Wallet
See my points	Rewards quick action on My {offering}
Check in at the register	QR code icon in the top bar
Change my name, email, phone or password	Account, then Profile
Add or edit an address	Account, then Addresses
Sign in without a password	Send me a magic link on the sign-in page
Get help	Ask Zoe in the top bar
Sign out	Your account menu, then Sign out