Read and update a member profile

A member's profile gathers everything you know about them — contact details, household, tier, activity, and notes — on one page with tabs.

Find your way around the tabs

Overview

The key facts at a glance — contact, household, tier, and recent activity.

Profile

Where you edit identity, contact, address, demographics, tier, household, and badges.

Activity

A timestamped history of check-ins and other events.

Notes

Dated, attributed staff notes, plus badge assignments.

Messages

Inbound communication tied to this member.

Edit the profile

1. Open the Profile tab and edit fields in place.

   From here you can set the member's Tier, link or Unlink a household, and manage their badges.

2. Press Save changes on the bar that appears.

   It shows up as soon as you change something. A confirmation reads Saved {name}. — or press Discard to drop the edits.

Add a note

The Notes tab holds dated notes with the author attached — use it for anything the team should see with a timestamp. That's different from the free-form Profile notes field, which just travels quietly with the record.

Make a member inactive, or active again

Use the overflow menu in the header. Mark inactive takes the member off active rosters and stops them checking in, but keeps everything on their record. Mark active brings them back. A dialog like Mark {name} inactive? confirms before anything changes.