Member listing

The Member Listing can be accessed by selecting Members from within the Manage section of the main navigation menu.

The member listing is your most commonly used route for accessing member data.

The page comprises three main sections:

• An actions bar.
• A filter bar.
• The listing of records matching the criteria selected in the filter bar.

The listing displays on a paged basis, defaulting to showing all non-archived members.

The actions bar

The actions bar is where two key, member-related actions may be initiated.

Clicking the Bulk Actions button opens the pop-up bulk-actions window, described here.

New members are added to the GymOS system by clicking the Add button. Learn about adding/creating a new member record.

The filter bar

It is possible to refine the list of members displayed by applying one or more filters and clicking the Apply Filter button.

• The Search… text box provides the ability to refine the list by a member’s name (or partial name).
• All memberships provides the ability to filter by one of your defined membership types, or by a category of membership (E.g. Training; PAYG; XRcize; or Overdue).
• All member groups provides a filter for members within a given custom or dynamic member group.
• Hide archived provides a filter for including or excluding archived members (excluded by default).
• All member statuses provides the ability to filter be an assigned member status.
• All journey points provides the ability to filter by a journey point.
• All assigned mentors provides the ability to filter by an assigned mentor.

The listing

On a paged basis, the search result listing shows one matching member per row.

The information displayed for each member comprises:

• Member avatar (if provided).
• Current journey point (if assigned).
• Mentor (if assigned).
• The number of credits they presently have available to book sessions with.
• Current membership(s). This will show “PAYG” if there are no memberships assigned.
• A visual representation of their reliability, as determined from their bookings and cancellations.

Listing actions

For each member in the results list, several actions are available depending on their status. The complete list comprises:

• Double-click on the row to open the member record.
• Edit the record (the same as double-clicking).
• Archive/Delete the record.
• Open the message centre to send the member an email.
• Open the message centre to send the member an SMS message.