Members Member profile tabs A member’s profile is organised into tabs. Each tab shows a different aspect of the member’s record: Tab What it shows Overview Key information cards: personal details, address, memberships, subscriptions, contacts, notes, interactions, and more. Customisable per staff account. Contacts People linked to this member (parents, guardians, spouses, etc.) and who can manage them. Contact Of Members linked to this person as their contact, including each relationship and whether this person can manage them. Memberships Enrolment records showing which programs the member is enrolled in, their level, and status. Billing Links to subscriptions, payments, invoices, charges, discounts, and saved payment methods. Attendance A log of every class session this member has attended. Bookings Upcoming and past class bookings for this member. Messages Email and SMS conversations with this member. Interactions Immutable log entries recording events, incidents, and calls. Notes Editable staff notes (medical info, reminders, special arrangements). Gallery Files and photos uploaded for this member. Documents Documents sent to or stored for this member. Document Management requires a Professional or Enterprise plan. Evaluation Evaluation forms and responses, when enabled for your school. Logs The Beta event log shows recorded activity for this member. It may omit actions or details. You can also manage a member’s discounts, session credits, and evaluation from their record. See the billing overview for the billing tools available from the profile.
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