Members Overview

The Members section provides a complete management area for all registered members within BoothPoint. Each member has a personalized digital profile that stores all essential information, allowing staff to update records, manage communication preferences, and maintain accurate membership details at all times.

 

This screen is typically used by reception, membership teams, and managers to keep member information organized, compliant, and instantly accessible.

 

 

 

Right-hand panel Fields

Field Name

What it does

Options

Member ID

This is an automatically generated field.

Default: Auto Generated


Date Added Date the member was added to BoothPoint [Read only]
Last Purchase Date the member last purchased an item [Read only]
Total Purchases Total purchases member has bought [Read only]
Total Visits Total times the member has visited the club [Read only]

Active

Un-tick this box to set the member as in-active then save.

Default: Yes


Current Membership Shows what the current membership product they purchases is. [Read only]
Renewal Date Date when the current membership is due for renewal. [Read only]

Members Fields

 

Field Name

What it does

Options

Title Select name title

Mr
Mrs

Ms

Dr

Prof.

Full Name

Enter in the staff members' full name.

N/A

Address

Enter in the staff members' address.

N/A

Zip Code/Post Code

Enter in the staff members' zip code.

N/A

Date of Birth

Enter the dancer's date of birth. Note the staff members age is indicated on the right. If under the age limit, the label turns red and does not allow the record to be saved. See Options > Club Settings for more information.

N/A

Send Post

Check this if the member is happy to receive post from the club.

Default: Yes

Send Email Check this if the member is happy to receive emails from the club. Default: Yes
Send SMS Check this if the member is happy to receive SMS messages from the club. Default: Yes

Home No

Enter the staff members home telephone number.

N/A

Cell No/Mobile No

Enter the staff members cell number. Note to the right of the cell number is SMS button. Tap or click this send the staff member a text message. See Send a SMS Message for more information.

N/A

Email

Enter the staff members email address. Note to the right of the email is Email button. Tap or click this send the staff member an email from the club. See Emailing Staff for more information.

N/A


Notes

Enter any type of notes relating to the staff member.

N/A

Warning Message

Enter a warning message on the member. This message will pop up anytime the member is selected such as; checking in/out and purchasing goods.

N/A


Membership

This is the current membership

N/A

Signup Date

The date the member signedup the membership

N/A

Renewal Date

Date when the current membership is due for renewal.

N/A