Members & CRM
Find and Filter Members
Search, filter, and navigate the members table to find specific memberships quickly.
Find and Filter Members
The Members page shows one row per membership in a searchable, filterable table. To open it, click Members in the left sidebar of your dashboard.
Members Table
The table displays these columns:
| Column | What it shows |
|---|---|
| Name | Member's full name |
| Contact email | |
| Tier | The tier the member is enrolled in |
| Status | Current membership status (Active, Paused, Cancelled, etc.) |
| Join Date | When the member enrolled |
| Labels | Colored badges for any custom labels assigned |
Searching
Type in the search bar at the top of the table to search by name, email, or merchant ID.
Filtering
Use the filter dropdowns directly below the page header:
- Status - Active, All, Paused, Past Due, Canceled
- Active scope (appears when viewing Active members) - All active, Skipping releases (members with at least one skip remaining)
- Club - Filter to a specific club
- Tier - Filter to a specific tier (appears after selecting a club)
- Card on file - Any, Yes, No, or Card pending (members activated without a card whose paid-through date is still ahead; their row reads "Card pending, first charge {date}"). See Members Without a Card.
- Billing (on the Members view of People > Contacts) - Any, Standard (billed members) or Comp (complimentary and lifetime members). See Comps and Lifetime Memberships.
Notes on member rows
Some rows carry a short note under the name:
- "Card pending, first charge {date}" for members waiting on a card.
- "Paid through {date}, no card" for staged members who will activate without a card on that date.
- A "Comp until {date}" or "Lifetime" badge for comps (their price reads Comp), and "Staged as lifetime comp" or "Staged as comp until {date}" for staged members who will activate as comps.
Where are staged members? The Members page deliberately excludes Staged memberships so you only see members who are currently billing or actively skipping. Staged members live on the CRM page, where you can convert them to active once payment methods are collected. See the CRM and Contacts guide for the full staged workflow.
Signup Answers
If your programs ask signup questions, two controls on People > Contacts use the answers:
- Show signup answers - add a column for any question. Programs that ask the same question share one column.
- Members who answered - filter by answer: tick options for pick-one and pick-any questions, choose Yes or No, or type text for other questions ("Answer contains"). Hasn't answered yet finds people who still need to answer. Filters on several questions all apply.
The export includes a column for every signup question of the programs you're viewing.
Page Actions
The top-right corner of the page has these buttons:
- Export (download icon) - Opens the Export contacts sidebar to download member data
- Refresh (circular arrow icon) - Reloads the members table
- Add Member (plus icon) - Opens the Add Member sidebar to create a new membership
Pagination
The table is paginated. Use the controls at the bottom of the table to navigate between pages.
Still stuck?
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Related articles
Signup Questions
Ask people something when they join a program, such as a size, a preference or a date to remember, and use their answers on the People page, in exports, the Signup answers report, new-member emails, imports and at the register (Show at POS).
Edit a Member
Open the member sidebar to view details, change tiers, switch clubs, pause, resume, cancel, and manage individual member settings, including staff attribution and how the member heard about you.
Members Overview
Central hub for managing memberships in your clubs, memberships or programs, with links to detailed guides on filtering, editing, bulk actions, statuses, notes, and how members heard about you.
Members Without a Card
What happens when a member reaches renewal with no card, the reminders they get beforehand and how to change them, card links and expired links, the daily "Members without a card" email, which charges need a card, importing members with a paid-through date, and how to activate members without a card and set or change their paid-through date.
CRM Overview
A unified view of everyone connected to your business - prospects, staged members, ecommerce customers, and active members.
Member Statuses
What each membership status means, how members transition between them, and what happens during staged activation.
Bulk Member Actions
Select multiple members to apply labels, activate staged members in bulk, and export member data.