Edit Member Information

1. Select Members from left menu bar

2. Click on the member name.

3. Click the member name or edit button icon on right

4. Edit fields like name, gender, phone, email, DOB, address, documents, or password.

5. Click Save at the bottom right.

Deleting a Member

1. Click the delete member button on the right side of the screen.

2. A pop-up confirmation will appear; click Delete to confirm.

Import Members via CSV

1. Choose "Members" from the main Members tab.

2. Click on the "Import CSV" button.

3. Select your CSV file from your device.

4. Verify that the file contains the required columns:

   • First Name, Last Name, Phone, Role, Date of Birth, Created At, Last Updated, Authorize.net Customer ID.

5. The system will automatically import the data.

Export Members via CSV

1. Choose "Members" from the main Members tab.

2. Click the "Export CSV" button.

3. The file will automatically download.

4. Locate the download and open it to view member data.

1. Select "Members" from the left menu bar.

2. Select "Members" from the top menu.

3. Type the first or last name into the search bar.

4. Choose the desired member.

Use Sign Up Link Self Sign-Up

1. Select "Settings" from the left menu bar.

2. Choose "Members".

3. Click on the "Sign-Up Forms”.

4. Select the Sign-Up Form you wish to use and select the "Copy" icon for the chosen form.

5. Paste the copied form link into an SMS or email to send to the members

Use QR Code Self Sign-Up

Select "Settings" from the left menu bar.

1. Choose "Members".

2. Click on "Sign-Up Forms"

3. Select the "QR" icon for the form you wish to use.

4. Right click the QR Code displayed and paste the image on the flier or creative you wish to publish for quick QR Code sign ups.

Note: Only Admins and Managers have permission to manually create members.

Follow the steps below to add a new member manually:

1. Navigate to Members
   From the left-hand menu bar, click "Members".

2. Click "Create Member"
   Select the "Create Member" button to open the enrollment form.

3. Fill Out Member Details
   Complete the required fields