A member's profile

For: Owners, Managers & Front-desk Staff

Click any member in the directory to open their profile — a single view of their membership and record. Across the top are tabs: Overview, Documents, Family, Notes, Tags, and Health. This page covers all of them except Family, which has its own guide: Dependents and guardians.

Overview — the membership

The Overview tab shows the Membership card (plan, status, start date, current period end, and Location access), an Actions card for managing it, and a Contact & details card with the member's Email, Phone, and Date of birth (with their age) — the details captured when they joined. A field reads — when it isn't on record.

Here's how to manage the membership:

Cancelling asks you to confirm on Cancel this membership? — to pause temporarily instead, use Freeze. Once cancelled, the profile notes the history is retained for reporting.

Documents — waivers and agreements

The Documents tab lists every waiver or agreement and this member's signing status — Signed, Not signed, or out of date when you've published a newer version. Use View to open a signed copy. For a dependent with a required-but-unsigned document, a guardian can Sign as guardian here.

Notes — internal only

The Notes tab is for staff. Type in the note box (Add an internal note about this member…) and click Add note. Notes stay with your team and are never shown to the member. Use a note's menu to Edit or Delete it.

Tags — group and filter

The Tags tab lets you label a member — for example vip, injured, or trial. Type a tag and click Add (lowercase letters, digits, hyphen, or underscore — no spaces). Remove a tag with the × on it. Tags help you group and filter members.

Health — member-provided

The Health tab shows health and emergency information the member provides and maintains. Staff can view it for emergency response but can't edit it here.

Exporting or erasing a member's data

Owners and managers see a data-actions menu (top-right of the profile) for privacy requests:

• Export data — gather the member's data and Download JSON.
• Erase data — permanently erase the member's data (you type their email to confirm).
• Restore a messaging channel — let a member receive email or SMS again after it was turned off.

Tips

• Freeze keeps a member's history and lets them come back; Cancel ends the membership. Reach for freeze when someone's away for a while.
• Tags pair well with the directory's filters and with Automations — tag a cohort, then act on it.

Troubleshooting