Manage Members

Articles

How do I add a member type to member?
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. Scroll down to the Organisation section and click on the ar...
How do I manually add a registration to a member?
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 members may belong to more than one organisation. &nb...
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. Select the Financial Filter tab. This will display the list of members with their financial status. You c...
How do I manually add a member?
From the  Members List tab, 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?
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 photo will upload to the member's record. ...
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. Find the member and click on their name to open their record.  The organisations to which they belong...