The Member Dashboard - View and Functions

Modified on Tue, 2 Apr at 11:54 AM


1. The improved Member Dashboard has a selection of tabs that your member need to manage their accounts (not all tabs are on all club sites, they can be turned on and off by the Clubs pool admin ). It also tells the member the last time they logged in. 

2. The Account Summary in the Green Box shows your members account level details & allows members to update account level changes such as password updates, or other basic account details. Click the hamburger menu (the 3 dots) to edit the account details. 

3. The Account Requirements Box  (in red) shows members all the needed requirements they must complete before they are able to pay dues for the season.  It even lists out the exact member & the requirement.  [Waivers are in blue next to the members names, other items such as Photos and Birthdates are editable using the hamburger menu (the 3 dots) next to each member]

4. All items in the Blue box are member level items. The yellow box highlighted below is where you would add a member to the account.  The hamburger menu (the 3 dots) next to each member is where you can edit member data like birthdate, email address and phone numbers. 


5. Members have access to their own visit report. This feature is conveniently accessible directly from the Member Account screen. With this enhancement, your members can effortlessly track their guest pass usage, as they now have access to this valuable information within their own accounts. The feature allows them to sort the data by date, visit type, or even a specific name, empowering them with greater control and insight. By providing this information at their fingertips, we aim to reduce the burden on administrators, who previously had to manually search for and explain guest pass usage.

Furthermore, we encourage you to explore the upgraded admin view of the Visits Report, conveniently located under the CHECKIN/VISITS. In this latest update, we have introduced the ability to customize the columns in your visits report view. This enhancement enables administrators to tailor the report to their specific requirements, offering a more personalized and efficient experience.

6. The Emergency contact is in its own box and can be edited with the  hamburger menu (the 3 dots) 

 7. When members have outstanding bills that they need to pay, there isn't a notification on the Manage Account screen. But they can see their outstanding bills by navigating to Payments > Order History. 

Members will also see unpaid bills on the Make A Payment screen: 

Admins can make outstanding bills required or optional. To update that setting, go to Member Splash Settings > Payments Settings > Forms >Invoice Settings. Enable the setting to make bills required. Disable the setting to make payment optional for 

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