What the search box actually looks at, what each tab really means, and the filter chip that can narrow your list without you noticing.
On this page
Steps
- Open the Archived tab above the list.
- Search the name.
- Open the profile, then Restore in the menu at the top right.
What the search box actually looks at#
Path: Members › the search field at the top of the list.
The search reads the name, the nickname, the email, the phone and the member number. Accents and capitals make no difference, and several words can be typed in any order. The phone is compared on digits only, from three digits, so a country code, a leading zero or spaces make no difference.
It does not read tags, notes, the emergency contact or the guardian. Searching a mother's name will not find her child.
The best matches come first: the exact name, then whole words, then the beginning of a word.
The tabs, and their real definition#
The tabs are All, Active, Frozen, Completed, Expired, No membership, Unpaid, Expiring, At risk and Archived. A tab with nobody in it is hidden, except All and the tab you are on. All shows everyone except archived members. Active shows the members whose status is active, whether that status was computed or forced by hand. A member whose plans are all cancelled is not counted in Active. Completed groups the members whose plans have run their course.
Expiring shows members with a running membership whose end date falls within the next seven days.
Unpaid lists the members who owe money, and it only appears for roles that can see amounts or take payments. Cancelled members have no tab of their own: they are in All.
At risk is a different thing entirely: a member still marked active, who joined more than twenty one days ago, who has come at least once, and whose last visit was more than twenty one days ago. That tab only appears once your gym has attendance recorded, because without visits it would list everybody.
A filter chip can replace the tabs#
When you arrive from a tile on the dashboard or from a link in Reports, a filter chip appears in the toolbar in place of the row of tabs. It carries the name of the filter, the number of people it keeps, and a cross that clears it.
It hides part of the list and replaces the row of tabs. It can filter on, among others: waiver not signed, membership expiring within seven days, birthday this month, members who cancelled their last two classes, unpaid balance, joined today, joined this month, booked today, checked in today, booked but not checked in today, and absent for thirty days or more, and the members counted on your plan.
Two of these are easy to confuse. Booked today means a reservation exists. Checked in today means the person actually came.
The advanced filters
Path: Members › More filters.
Status, Plan, Email, Minor or adult, Reachable on, Contact details, Attendance and, when your gym uses them, Discipline, Level, Coach, Tag and Group. Favourites only keeps the members you starred.
A filter only appears when it has something to offer. No tag in the gym, no Tag filter. The More filters button carries a small number telling you how many are active, and that number is what saves you from a list that looks empty for no reason.
Acting on several members at once
The checkbox in front of each row selects a member. A bar appears with the actions: send a message, add a tag, archive, export and delete.
The archive button follows the tab you are on. From the Archived tab it restores instead of archiving. Delete is only shown to the owner and the admins, and the server checks the permission again on its side. Export is shown to roles with the Import & export data permission.
Troubleshooting
Three exports that do not do the same thing
Path: Members › Import and export. The menu holds three exports: Export list, Members (CSV) and Attendance (CSV).
Members (CSV) writes every member of the gym. It ignores your search, your tabs and your filters, and it includes archived members without any column to tell them apart. Use the export in Settings › Data & history if you need that column.
To export only what you are looking at, use Export list, in the same menu. It writes exactly the filtered list. Ticking rows and using Export in the selection bar exports the selection only.
Attendance (CSV) is a different file: one line per booking that was not cancelled, with the date, the member, the class and the status.