Manage Members

Articles

How do I add a member type to member?
From Memberships,  select the Members tab. You can search for the required member or scroll through the list to find them. Click on the Member Name to whom you need to add a member type.This will open the member details page. Click ...
How do I attach a registration fee to a member manually?
From Memberships,  select the Members tab. Find the member. Click on the Member Name to whom you need to add the Registration Fee. On the member details page, click the drop down arrow next to the organisation. NOTE :  some ...
How do I pay for an unpaid order?
From My Organisation , select the Finances tab. From the Orders tab, click on the $  in the row of the order to pay. This will open the Pay Order page. Details of the order will be displayed.   Select the payment option and cl...
Financial Status: Overview
In TG Platform, there are two statuses which indicate the financial status of the member.  Financial means you have paid in full for a current Registration. Unfinancial means you haven't paid or paid in full for a current Registration...
How do I use Financial Filter?
NOTE: before filtering members, please see the article - Financial Status: Overview .  This explains the Financial Status. From Memberships , select the Members tab. Select the Financial Filter tab. This will display the list o...
How do I manually add a member?
From Memberships , select Members . Click Add New Member. Complete the mandatory information and click Save . Once saved, you can click on the member's name to open the record and add additional information if required. ...
How do I add members to an Organisation I created?
NOTE:  you must have created an organisation before you add members. Please see the article How do I Create a new Organisation? to create an organisation. NOTE:  this is the same process as manually adding a member.  If you aren&...
How do I upload a member photo?
From Memberships , select the Members tab. Click on the name of the member. From the Member Details tab, click Edit Photo . Click Choose file . Navigate to where you have saved the file and select it. Click Upload . The p...
How do I view form details from within a member record?
When a member registers online, the answers to the questions are stored in their member record.  Some answers can be found in field specifically designed for them, such as address.  Others are attached to the form. Click on the name of ...
Members with multiple organisations
Some members belong to more than one club or organisation.  You can see what organisations a member belongs to in their member record. From Membership, select the Members tab. Find the member and click on their name to open their record. &...