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Manage members

View a member's detailed information

All the fields of a member's profile and what they change

1

Open the member's form

In Members › Manage members, click the pencil on the member's row. The form Modify person opens in a panel, with the member's name and username at the top.

The Modify a person form

The Modify a person form

2

The sections of the form

  • Identity: gender (Mr, Mrs, Virtual), first name, last name, date of birth (the age is shown below), RFID card and photo.
  • Contact: e-mail address, phone, language of e-mails, subscription to club information and e-mail notifications.
  • Address: address, postcode, town and country of residence.
  • Account and access: username, new password, wallet value, switch Active account and member groups. If the club uses keypad doors, you can also see here whether a personal access code is set.
  • Billing : Group invoice with (the person who receives the family's invoice; the bin next to it removes this link), different invoicing address and invoice by e-mail.
  • Additional information: your club's own fields, created in the Excel import (for example AHV number, entry date or level).
  • Memberships: the membership for each open sport and season, active (✓) or blocked (✗).
Invoicing, additional information and memberships of a junior invoiced with his mother

Invoicing, additional information and memberships of a junior invoiced with his mother

3

Save

The buttons are at the bottom of the panel:

  • Modify person saves the profile;
  • Modify family saves the profile and copies the address and the invoice-by-e-mail choice to all members of the same family;
  • Print a membership card and Modify and print the membership card generate their membership card (if the club uses cards);
  • Cancel closes the panel without saving.

💡 Helpful tip

The e-mail address is essential: it lets the member receive their booking confirmations, invoices and a new password if they forget it.

Plugin.ch tutorial — Managing members

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