Member accounts overview on Club 1.0

Active: The default status. This is an account in good health and activity. This status will display on all pages and reports.

Inactive: This status is for those members who have ceased using your system but may yet come back. This can be applied to an account by both admin and member alike. This status will not display on the member manager page by default. Users whose accounts have been set to Inactive can still log into their accounts - setting their account back to Active by doing so.

Suspended: This status removes login access from the user. Only an administrator can add or remove this status. This status will not display on the member manager page by default. Note, if you are using shared accounts, suspending any of the accounts will suspend all of the accounts. Want to see your suspended members on the member manager page? Filter the page by Also Show Inactive/Suspended Members?

The standard method of member account creation is via the public. Your Uplifter site is built with a standard sign-up form ready for anyone who wishes to create an account with you. This can be accessed via the Log In link at the top right corner of your site; by attempting to register before logging in; or by navigating to {yoursite}.com/login.

When the public looks to create an account on your site they may do so by filling out the form under the First Time Registering? header.

This form is also presented in a pop-up variation on certain pages.

Want to customize the form and account creation process? You can update your form's wording via Settings > Global Settings > Notifications & Messages > Account Creation Settings section. You can also request more information than what Uplifter ask for automatically using Custom Fields.

1. Select Add Member
2. Enter the member's information
3. Select Save

Administrators can create member accounts from the admin side of the site. On the member manager page, select the option to Add Member from the toolbar.

We do recommend that you encourage members to create their own accounts before doing so on their behalf, as this will ensure you have accurate, up-to-date information. Upon selecting Add Member the system will request the member's information. Enter the information in to the respective fields and select Save. Once you have saved the profile the system will send an invitation email to the email address you have provided for the member. Note that you can also create a member account during the invoice creation process!

1. Select Import Members
2. Upload your import file
3. Select Import Data

Administrators can import a list of members into their site for rapid account creation. Please note, we only recommend the importing options for clubs/organizations that have no member listings as of yet. In order to do so you will want to select the Import Members option from the member manager toolbar.

This will offer the option to select a file from your system. It will be important that you offer the system clean, correlated data. If you have pulled a report from another system it is likely you can simply select to import the file. However you can also select the option to Get Import Template. This will download a template Excel file to your system that you can then manipulate and add information to.

During this process you can also import participants as well. Accounts will be uniquely identified by email address, with the final listing being used as the accurate option. As such, this example import:

Would result in a single member account for John Smith with two participants (Joe and Jessica) with the address of 456 Real Street. Note that this also overwrite any member account you may already have for John. As such, importing is only recommended for clubs/organizations that do not have member listings as of yet.

Once you have selected your file the system will display it for you to review. It is at this time that you will have the chance to rectify any issues, including matching columns, updating information, and exporting any changes you have made for you to store outside of the system if you wish.

The system will alert you of any columns that are required, but missing or inaccurately set. For instance, if you import a file that has a column named Parent's Family Name, our system won't automatically connect that. Instead, you can use the cell in the first row to update the column name. Use the drop down under the Parent's Family Name column to select Member Last Name. By doing this (or it's equivalent for the information you are dealing with) the system will remove the associated error.

Once you are happy with the data and have cleared up any errors the system is alerting you to, select Import Data to begin the importing process. Should the system detect any issues during the import it will continue to import as much as it can into the system. Thereafter, it will display the remaining rows with error icons. Hovering over this error will inform you of the issue the system has detected.

Finally, once you have corrected any last issues, select to Import once more and the system will process any last rows. Once completed the system will alert you with a highlighted message "Your file has been successfully imported!".

Address requirements

If you would like to remove the address requirements during the member import process, this can be done by navigating to Global Settings > Notifications & Messages and selecting the "Disable Signup Address Fields" option. This will disable the address fields during the normal member creation signup process and while importing members.

On the Account Status tab admins can review owing balances for the member. This page will highlight any balances that have gone into Overdue status, Undeposited status, and Pending status. As and administrator you can use the Apply A Payment option to review and select owing balances in order to process any desired payments. You can also select the Update Payment Method option to alter the expected payment type of any/all payments still pending.

This tab will also give to option to  set the member-specific terms. For more information on member terms and putting members into arrears, please see the Arrears section, below.

On the Family tab admins can add and review family members. A member's participants will be immediately listed, but within this list you will also find other members that have been merged into this member's family. Being part of the same family means you can see each others participants, as well as register them for programs. This is often useful for mothers and fathers that have separate accounts, but wish to use the same participants.

To merge two existing members into a family:

1. Select Merge Another Account
2. Find and select the desired member

To create a new member to be merged:

1. Select Add a New Member OR "Invite another family member"
2. Enter the member's information
3. Select Save

By selecting to add a new member the system will prompt you for that member's information. Once you have filled out the member information and selected to save and invitation will be sent to the member's email. By following the link within the email the member can create their account and be automatically merged into the initial member's account.

On the [Account Details] page you can review and edit the member's information. You can also select to update their mailing preferences (note that admins can only opt a member out of a list). At the bottom of the page you will find the account associated addresses. You can add a new address by selecting Add Address at the bottom of the page. Each address listed will be an option for the member to select from during checkout.

The [Notes] page can be used to add notes to the member account. Please note, members cannot see the notes you have added to their account, but notes cannot be removed from an account. For more information on notes and other tools to communicate, please see our article Communication Tools.

1. Navigate to the member's account > Participants
2. Select Add New Participant
3. Enter the profile information
4. Select Add Participant

To create a new participant profile on a member's account, navigate to the [Participants] tab of their account. Select Add New Participant from the toolbar and fill in the participant's information. Select Add Participant to save the new profile.

1. Navigate to the member's account > Participants
2. Select the desired participant profile
3. Update the information as desired
4. Select Update

To edit a participant profile from a member's account, navigate to the [Participant] tab of their account. Select the desired participant to enter their participant profile. Update the information as desired and select Update to save the changes.

1. Navigate to the member's account > Participants
2. Select Delete

To delete an unwanted participant profile from a member's account, navigate to the Participants tab of their account. Select the Delete option next to their participant profile listing. Note, however, that a participant may not be present on any invoices for the option to delete to be present.

1. Navigate to Settings > Uplifter Settings > [Site Options]
2. Scroll down to the Invoicing Settings section
3. Update the arrears settings as desired
4. Select Save All

To use the arrears feature, you must first enable this feature in the global settings. To do so, navigate to Settings > Uplifter Settings > [Site Options]. Here you will find the arrears settings under the Invoicing Settings section.

Term (in days): The number of days before a payment goes from pending to overdue.
Disallow Online Registration if Member is In Arrears: By enabling this members who are in arrears will not be able to register for any further programs without being cleared of their owing payments.

Note: Should you leave the field blank while enabling Arrears, those who pay offline will be immediately put into arrears. This could have negative effects on your sales and registrations so it is important to find an acceptable balance. Many clubs would utilize standards of 15, 30, or 60 days.

1. Navigate to the member's account page
2. Select the Account Status tab
3. Select Edit Terms from the toolbar
4. Update the terms as desired
5. Select Save

If you would like to customize the term length for specific members you may do so via their member account. First, navigate to the member's account in question. Next, select their [Account Status] tab, then click ​ Terms from the toolbar. Enter your desired value for the terms of this member and select Save to keep your changes.

1. Navigate to Settings > Uplifter Settings > [Site Options]
2. Scroll down to the Invoicing Settings section
3. Uncheck the Disallow Online Registration if Member is In Arrears setting
4. Select Save All 

To disable this feature globally navigate to Settings > Uplifter Settings > [Site Options]. On this page, scroll to the Invoicing Settings section and find the "Disallow Online Registration if Member is In Arrears" setting. Uncheck the setting and select Save All at the bottom of the page.