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Member Profile: Admin View Guide

Tab-by-tab breakdown of the member profile in admin view

This guide covers each tab visible on a member's profile when accessed as an admin.

→ For a breakdown of the member's view, see [Member Profile: What Members See].

Member statistics

These metrics appear at the top of every member profile and provide a quick financial snapshot.

  • LTV - Sum of all historical payments made by the member

  • MRR - Total active subscriptions * (Annual value of Subscriptions / 12)

  • Average Spend/Month - Total lifetime value (LTV) / total months as an active member

  • Check-ins/Month - sum of all facility check-in's

  • Months as Member - calculated from the member since date

Member Information Banner

A quick-reference snapshot of the member's key details: name and profile picture, pin code, status, member since date, phone number, email address, insurance provider name and ID, and check-in QR code.

Note: If the member is part of a group plan, a hyperlink will also appear linking to the primary member or the additional members on the plan.

Profile

A summary view of the member's key information and activity.

  1. Notes - all notes associated with the member, including those created during lead creation, cash payments, cancellations, and adding credit. Each note has a title, body, and supports image, PDF, Word, Excel, CSV, or TXT attachments. | Add Note

  2. Active Memberships - Lists purchase date, pay type, membership name, cost, billing frequency, and expiration schedule for all active memberships.

    1. Purchase - Purchase new individual membership
    2. Edit membership cost - Select (i) icon → Edit Amount → Submit
  3. Messages - Shows the 5 most recent messaging threads with date, type, and preview. | Open Messages
  4. Upcoming Payments - Lists all scheduled payments with date, status, total, membership name, payment type. Also shows the member's total credit and whether it applies to the next payment.

    1. Manually charge - Select (⋮) to manually charge the scheduled payment. See [Manual Payments, Refunds & Void] for more details

    2. Add Credit -Select Add Credit, enter credit amount and note if applicable, then select Add Credit 

Membership Details

Contains a detailed financial and membership history for the member.

  • Active Memberships — Same information as shown on the Profile tab

  • Upcoming Payments — Same information as shown on the Profile tab

  • Membership History — Full log of all membership activity: purchase date, name, current status, pay type, and last updated date

  • Enhancement Fees — All enhancement fees attached to the member: date assigned, fee name, base amount, billing frequency, and expiration

  • Payment History — All invoices and transactions: payment date, method, status (paid/failed), total amount, and associated membership. Actions (void, refund, cancel refund) are accessed via the (⋮) button.

Messages

View all chat and email history for this member, filtered by date.

  • Shows a preview of chat messages and subject lines for emails, with ✉️ for email and 💬 for chat.

  • You can also view group messages and see whether each is BCC or CC, with the ability to edit or delete them.

  • To send a new message to this member, see [One to One Messaging] and [Group Messaging].

Waivers

View, assign, and remove waivers associated with the member.

→ See [How to Create Waivers/Agreements] for full instructions

Pause/Cancel

Pause, unpause, cancel, or resume the member's active memberships.

→ See [Managing Memberships - Purchase/Cancel/Pause] for full instructions

Group Plan

Manage the member's group plan, connected members, and group payment history.

→ See [Membership Group Plans] for full details

Note: The Group Plan tab is only visible for members who are the primary holder of a group plan, or members not connected to any group plan at all. It does not appear for additional members on a group plan.