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
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
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