How to Use Overview & Members and Member Information

Overview & Members

When you log into Membership, you'll land on the Overview & Members screen — your central view of all members.

General View

The main table shows each member's Tier, Status, Renewal Date, and more.

Adding Members

To add a single member, click the green plus (+) button.
To add multiple members at once, click the up arrow button next to it for bulk import.
To export your full member list, click the down arrow button.

💡 Not sure which button is which? Hover over any of the three icons and an action tag will appear telling you what it does.

Filtering

Use the filter controls above the table to narrow the list by Tier or Status.

More Actions

The More Actions button lets you:

Move a guest into a different tier
Cancel a membership

🚨 Important: Cancelling a membership is a final action — confirm the member's status before proceeding.

Member Information

Clicking into any member from the Overview & Members screen opens their Member Information page — a detailed view of that member's information and history.

Billing

Under Billing, you'll find the member's Payment Method on file. You can also send a direct link to a customer so they can add their own payment method.

This is also where you'll find all of the member's invoices — past, future, and past due.

Transaction History

The Invoice and Member Credit sections show a full history of charges and credits applied to the member's account.