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Help Center · Features

Members

The member directory, profiles, households, and membership tiers.

Setup

One-time configuration. Work through these once when you first turn the module on.

Daily use

What your staff actually does day-to-day.

Admin

Permissions, advanced reports, and edge cases.

Common questions

Quick answers to the things people ask most about this part of NestPoint.

  • What's the difference between a member and a household?

    A member is one person; a household groups related members — a couple, or a parent and their kids — so they share contacts and can be checked in together. See Group members into a household.

  • Two records exist for the same person — can I merge them?

    Yes. Merge duplicate members combines their history into one record so nothing is lost.

  • What are membership tiers for?

    Tiers let you treat groups differently — a full member versus a day visitor, say — for pricing and access. Set them up in Create membership tiers.

  • Can I bring members in from another system?

    Yes. You can import thousands of records with a dry-run preview first — see Bring your members in: CSV import.

  • Who can see a member's profile?

    Only signed-in staff with the right role. What each person can view or change is governed by the permissions you set in Admin & settings.

Still stuck?

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