What Members does

Members is the club's list of people: every member, and every contact who is not a member, such as a function hirer or a parent. Each person has one record, with their details, membership, household, tags and notes, and a page that brings together their bookings, invoices and payments. The rest of Sports Club OS works from this list: bookings, invoices, renewals, messages, classes, the till and the reports all point to a person on it.

Who uses it

• The club office finds, adds and changes members, sets statuses, tags people and links households. The Administrator, Head Coach and Casual Staff roles can by default.
• People who read the figures can see the list and every member's page without changing anything. The Reporting role can by default.
• Tag rules, which tag people automatically, are for the Administrator by default.

Your club can change who does what on Roles & permissions.

Its pages

The words it uses

• Member: a person with a membership type. Contact: a person with none, kept for another reason (a hirer, a parent, a coach). The list shows a contact's status as Contact.
• Status: Active, Suspended, Lapsed or Cancelled, set by the office. Expired is not set by anyone: it is shown for an Active member whose expiry date has passed. See Membership statuses, and what Expired means.
• Household: people linked to one person, the head of the household, who holds the account for them. See Households: who pays for whom.
• Tag: a short label on a person, such as "Pennant" or "Volunteer". A tag marked ⟳ was given by a tag rule.
• Frequency: whether a member pays Yearly or Monthly.
• Auto: the member's renewal invoice is raised automatically. See Auto renew and invoice.

What it connects to

• Bookings: a member books courts online only while their membership is current.
• Invoices and renewals: invoices are raised to a person on the list, and paying a renewal moves their expiry date on.
• Communications: a message goes to the people a filter on this list finds, including a saved filter.
• Applications: electing an application makes the new members' records.
• The till: a member's purchases and household account are on their page, for those who may see till sales.
• Reports: member counts, joiners and leavers come from these records.

What it does not do

• Saved filters are each person's own. They cannot be shared with others in the office.
• Members do not change their own membership, status or tags. They keep their own contact details up to date from their own pages.
• Nothing is emailed when a member's record, status or tags change.

Articles

• Tasks: Find members and filter the list, Add a member or a contact, Tag members, Save a filter and use it again, Change several members at once, Make a tag rule, Approve portal sign-ups, Delete a member, and what is kept.
• How it works: A member's record, tab by tab, Households: who pays for whom, Membership statuses, and what Expired means, How tag rules work.
• Related: What membership billing does (renewals, paying yearly or monthly, Auto renew and invoice), What Membership applications does, Every status, in one place, and What Sports Club OS keeps, and who can see it.