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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