A member's page

Everything about one person is on their member page. Open Members and tap anyone's row to get there.

What's on it

• Member Info: name, email, phone, status, the date they joined (Member Since) and, if you track ranks, their rank and last promotion.
• Home Address: tap it to open. It is shared by everyone in the household (see Families and households).
• Tags: the member's tags, if you have created any. Tap a tag to add it or take it off; it saves straight away.
• Subscription: their current plan, its status and the next billing date, with Cancel Subscription. For a session pack it also shows Sessions Remaining. For a plan billed by card it offers Give a special rate (see Give one member a special rate), and on a monthly plan Pause membership (below).
• Purchase History: money this member has actually paid.
• Subscriptions: every membership they've had, its price and when it started. This is what each plan costs, not a record of payments.
• Attendance: every check-in, with buttons to show the last 1, 3, 6 or 12 months, or ALL.

Badges next to the name warn you about Payment Failed (their card was declined) and Out of classes (their pack is used up).

The buttons at the top

• Message opens Notifications with this member already picked, to email them. Sending works once your Shindo billing is set up.
• Take Payment sells them a plan, a pack or a shop item at the desk.
• Promote moves them up a rank (only if you track ranks).
• Send invitation emails a member who has an email and no login yet a link to set up their account (see Invite members to their portal).
• Edit opens their details for changing.

Edit a member

1. Tap Edit.
2. Change their name, email, phone, date of birth, home address, status, rank or Notes.
3. Tap Save Changes. To back out, tap Cancel at the top instead.

A change to the phone number or the address is saved for everyone in that member's household, not just this person.

If this member signs in to your portal, changing their email moves their login to the new address. Shindo emails a confirmation link there, and until they use it they can sign in but can't claim other records on that email.

Why the status is locked

While someone has a live subscription (active, past due, paused or pending), Status is greyed out with the note Cancel their subscription to change status. Their plan decides whether they're active. Cancel the subscription first if you really want to change it (see Cancel a member's subscription).

What it doesn't have

• No delete button. Members are deleted from the list on the Members page (see Deactivate or delete a member).
• No list of who is in the member's household. You see only the shared address.

Pause a member's membership

A member going away for a while stays a member. On a monthly plan, Pause membership under Subscription pauses them for 1, 2 or 3 whole months, starting on their next billing date. The month they have already paid for is not touched. While the pause runs nothing is charged, the billing date stays the same, and the member cannot book or check in; their portal says the membership is paused and when it comes back. The membership comes back by itself on the date shown, and the next payment is taken that day. The member is emailed when the pause is set, a week before it ends, and when it is back on.

What it does not do:

• No pause on a session pack, a free membership, a free trial, or a plan billed yearly or every few months.
• No pause while a payment is failing: sort out the payment first.
• One pause at a time, and at most 3 paused months in any 12.
• No pause on a membership that is cancelled and set to end.

End pause now puts the member back on straight away. Nothing is charged for the rest of the current month, and their next payment is the normal one on their billing date. Only if the member or their family asked to come back early, tick The family asked to come back early: then they pay for the rest of the current month, counted in whole days, charged once to their saved card, and the next billing date and amount do not change. The screen shows the exact amount, you type it to confirm, and the member is emailed it before the charge. The tick is recorded with your name and the time. Cancel this pause cancels a pause that has not started yet; nothing changes.

Related: Tags, Cancel a member's subscription, Take a payment at the front desk.