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Members · Member Directory

A member directory your whole team can trust.

Keep households together, collect the fields your organization needs, give members control over allowed updates, and respect the visibility choices attached to each profile.

What it helps with

What your team can do here.

Households

Keep related members together without merging their histories.

Group spouses, partners, children, dependents, and other related people into a household. Shared information can live at the household level while programs, attendance, badges, and other details remain on each member.

  • Shared billing and address per household
  • Per-member fields layered on top
  • Relationship tagging (spouse, child, grandparent)

Photos

Use member photos only when the member opts in.

Members can add or remove a profile photo through the portal when your organization enables that option. The allowed photo can then appear in directory, badge, or front-desk views.

  • Per-member opt-in
  • Members upload from the portal
  • Photo flows to badge, directory, front-desk view

Member-managed profiles

Let members maintain the details you choose.

Members can update allowed contact, household, or profile information from the portal. Staff-controlled fields remain limited to the roles you assign.

  • Members edit their own contact info
  • Configurable per-field permissions
  • Activity history for recorded changes

Custom fields

Collect the information your work requires.

Add fields for program eligibility, dietary information, mobility, professional interests, chapters, or other organization-specific needs. Choose which fields are searchable, reportable, or visible to members.

  • Per-workspace custom fields
  • Searchable, reportable, exportable
  • Privacy controls per field

A typical workflow

Type it in once, at the desk. Never again.

The same household and profile information can support registration, the front desk, communications, and directory exports.

  1. Create the household. Add each person as a member and connect the household details or relationships your organization uses.

  2. Collect member details. Record the supported program, dietary, mobility, contact, or professional information needed for your work.

  3. Keep allowed information current. A member or authorized staff person updates contact or household information from the same record used elsewhere.

  4. Use the current record in daily work. Authorized staff see the latest recorded information while managing programs, meals, rides, or member questions.

  5. Create the directory your audience needs. Apply the relevant privacy choices and export the supported online or print directory format.

Common questions

What teams ask before getting started.

One roster instead of three spreadsheets.

Households that stay linked, the fields your organization actually tracks, and members correcting their own details before you have to.

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