Documentation

Memberships

Go to Sales > Memberships.
When a customer joins a club, Members One automatically creates a membership record containing all relevant details. This record is also synced with your eCommerce platform, ensuring up-to-date data.

Search for memberships using the following criteria: Customer Name or Email.

Members One

Customer Name #

The first and last name of the member.

Email #

The member’s unique email address.

Club #

The club to which the member is assigned.

Discount #

The discount the member receives from the specific membership, displayed as a percentage value.

Schedule #

The member’s selected schedule, also known as the processing date.

Shipments #

The number of shipments per calendar year.

Signup Date #

The date the customer joined the membership.

Status #

Indicates if a membership is active, paused, or cancelled. The possible statuses are:

  • Active
  • Paused
  • Cancelled

Action #

Edit or view a club membership record.

 

View A Membership #

Go to Sales > Memberships > Action > View.

To see more membership details, select “View” from the actions menu.

Edit A Membership #

Go to Sales > Memberships > Action > Edit.

To modify membership information, choose “Edit” from the actions menu.