Members

Member profile

The member profile page is the detailed view for an individual member. It is organized as a tabbed interface with sections for overview, profile, memberships, payment methods, documents, and dependents. This page covers the Overview and Profile tabs.


Overview tab

The Overview tab is the default landing page when you open a member's profile. It provides a dashboard-style summary of the member's activity and status.

Key metrics

Three stats are displayed prominently at the top:

  • Date of birth -- The member's birth date and current age.
  • Membership -- The name and price of the member's active plan.
  • Member since -- The start date of their first membership.

Attendance chart

Below the metrics, a line chart shows the member's attendance history over time. Each data point represents the number of classes attended in a given period. If the member has children registered at the club, their attendance lines appear on the same chart for comparison.

Graduation progress

When the graduation feature is enabled, the overview shows:

  • Attendance until graduation -- A progress bar showing how many classes the member has attended since their last promotion, relative to the number required for the next belt. The remaining classes are displayed below the bar.
  • Classes breakdown -- A doughnut chart showing attendance distribution across different class types (for example, Fundamentals vs. Advanced).
  • Current belt -- A visual representation of the member's current belt with stripe count. If the belt system defines a maximum number of stripes, the current and maximum values are shown.

An Award graduation button appears for each discipline, allowing you to promote the member directly from the overview. For disciplines where the member does not yet have a belt, a button is also available to award the initial belt.

Activity log

The right-hand column displays a searchable activity log showing recent events for the member, such as membership changes, payment events, graduation awards, and profile updates. Use the search field to filter activity entries by keyword.


Onboarding alerts

When a member's status is New (they have not started onboarding) or Onboarding started (they opened the flow but did not complete it), a notification banner appears at the top of the overview. The banner includes a Resend invitation button to send the member another invitation email.


Profile tab

The Profile tab contains the member's personal information form and guardian management.

Personal information

The personal information section includes fields for:

  • First name and last name
  • Email address
  • Date of birth
  • Phone number (with country code)
  • Gender
  • Profile picture

Online status

The members list shows each member's last online activity. A green dot indicates the member is currently online. For members who have logged in before, the relative time since their last activity is shown (for example, "2 hours ago").

Address

Below personal information, you can manage the member's address with fields for street, ZIP code, city, and state.

Sports, classes, or time slots

Depending on your club's membership selection mode (configured in Settings), the profile page shows one of three selection interfaces:

  • Sports -- The member selects which sports they practice.
  • Classes -- The member selects which weekly classes they attend.
  • Time slots -- The member picks specific weekly time slots.

The member's current plan limits how many items they can select. When the limit is reached, additional options are disabled. Administrators can override this limit when editing a member through the admin interface.


Responsible / guardian management

When a member is under age (determined by their date of birth or by the presence of a linked responsible), the profile page shows guardian management controls.

Adding a responsible

If a minor member has no guardian linked, a warning banner appears at the top of the profile page with an Add responsible button. Clicking it opens a modal to create or link a guardian.

Primary and secondary responsibles

A member can have multiple adults linked to them:

  • Primary responsible -- The main guardian and billing payer. Payment methods and membership charges are associated with this person.
  • Secondary responsible -- Additional adults who can access and manage the child's portal account (for example, a second parent or grandparent). They can view the child's profile, classes, and attendance, but are not the payer.

Both primary and secondary responsibles receive portal access to manage the child.

Changing the primary responsible

When a secondary responsible is promoted to primary:

  1. The primary flag is updated.
  2. Payment methods are transferred from the old primary to the new primary.
  3. Active membership billing is reassigned to the new primary.

Removing a responsible

  • Secondary responsibles can be removed at any time.
  • The primary responsible can only be removed if the member is 18 or older.
  • If the primary responsible is removed and secondary responsibles exist, the first secondary is automatically promoted to primary.
  • Removing a responsible transfers any stored payment methods back to the member and updates the membership payer.

Child email requirement

When creating a minor member who requires a responsible, the member's email may be left blank. If an email is provided, it must differ from the responsible's email to avoid duplicate login conflicts.


Activity log

The activity log on the overview tab records all significant events for a member. Events are logged automatically and include:

  • Membership creation, cancellation, and status changes
  • Payment method updates
  • Graduation awards
  • Pause creation and modification
  • Profile edits
  • Invitation emails sent

You can search through the log using the search field at the top of the column.

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