Members and plans

How the Members roster, each member's record, events and your membership plans fit together, if your business uses Members.

This article is being updated.

Members is where you keep the people you serve - their plan, how engaged they are, and everything on their record. It appears in your sidebar if your business uses Members. If you don't see it, Your business template explains how modules are switched on.

The roster

Open Members to see the People tab. Switch between Cards view and Table view. Each member shows their Stage, Standing, and their last and next sessions, with their Health if your business uses the health score. Table view also shows their Membership plan. Search the list, sort it, or narrow it with the filters.

• Save list keeps the members on the page as a fixed list. Pick it again later from Lists.
• Export downloads Members (CSV) or Session history (CSV).
• To bring members in from a spreadsheet, see Importing your data.

Adding a member

Every member starts as a contact, so the contact comes first.

1. Choose Add member.
2. Search your contacts and pick the person. If they aren't there, choose + New contact to add them on the spot.
3. If your role allows it, pick a Membership plan. You can leave it as No plan yet.
4. Check the Owner, which starts as you, then choose Add member.

If you don't see Add member, your role doesn't include adding members.

A member's record

Select a member to open their record. The left side holds their Engagement stage, Account standing, plan, Format, Owner, Member since, tags, custom fields and Summary. Account standing is worked out from their billing, so you can't edit it. Under Participants, Add participant adds more people to the membership.

The right side has Activity, Notes and Attachments tabs. Notes shows the notes on the person's contact record, so it needs a role that can read contacts. Beside the tabs, Log interaction records a call or meeting, and Schedule 1:1 books a session.

If your role allows it:

• End membership, on the record's Payments card, asks for a Reason, when it takes effect, and for you to type the member's name to confirm. The record then shows Membership ending or Membership ended with the reason. Once it has ended, Restart membership brings them back on a plan from a Start date you choose.
• Delete member, from the menu at the top of the record, removes the membership and its history from the roster. The contact's record stays.

Events

The Events tab shows your sessions as a Month or Week calendar, or as a List. Narrow it by Host or Registration under the filter button, or by calendar with All calendars. If your role allows it, choose New event to schedule an event members attend, or, on a one-on-one calendar, to book a member into a slot. Select a session to see its Details, Attendance and Notes.

Plans & costs

If your role allows it, the Plans & costs tab lists your membership plans. Choose New membership plan to set one up:

1. Give it a Membership plan name and a Description (shown to members).
2. A plan has up to two parts. The Front end is an upfront offer, such as a joining fee or a starter pack, with its Length, Included sessions (total) and price. Continuity is the recurring price after it, with its Billing - Weekly, Fortnightly, Monthly or Annual. Use Remove on either part, or add one back with Add a front end or Add continuity.
3. Under Continuity, set any Free trial (days) and Minimum term. With a free trial set, you can turn on Require a payment method to start the trial.
4. Under Billing options, add another recurring price with + Add billing option. Choose + Price per extra seat to add a Per extra seat price.
5. Under Inclusions & access, choose the calendars the plan's members can book, and how often you expect them to visit.
6. Set the Status: Open, Closed to new members or Closed.
7. Choose Create membership plan.

Closed to new members hides the plan from new enrolments, while members who hold it keep it. Closed hides it for everyone. Existing billing is never changed. A plan that still has members is closed rather than deleted.

Business costs, below the plans, lists what it costs to run your business each month. Cost figures can be hidden for your role.

Members settings

If your role allows it, Settings beside the tabs holds your Calendars, How members cancel, Exit reasons, Health score and Capacity, among others. Exit reasons are the list End membership asks you to choose from.

To give another business's advisor a view of your business, or to advise other businesses yourself, see Advising other businesses.