Features · Members · Daily use
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
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.
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.
Archive or reactivate a member
Use the overflow menu in the header. Archive hides the member from active rosters but keeps their record — you can Reactivate them any time. A dialog like Archive {name}? confirms before anything changes.