Introduction to Membership Overview
Membership Overview allows you to view all your clients and their basic information at a glance.
It will also give you useful statistics on which Members are inviting others (in column "Referred By" along with "Referral Username"). This shows you who are the Members that are helping you grow your Community by "word of mouth"!
Membership Overview allows you to view all your clients and their basic information at a glance.
It will also give you useful statistics on which Members are inviting others (in column "Referred By" along with "Referral Username"). This shows you who are the Members that are helping you grow your Community by "word of mouth"!
What can I do in Membership Overview?
Membership overview allows you to view all your members and their basic information at a glance. You can sort your members based on their membership start date or their type (whether they are a lead or client). You can also search for a member by searching their name on the search box on the top right.
If you click on a member Name, you will be taken to the Member's 360 view where you can see the personal information provided, as well as the Member's Benefit card and the Members that he referred to your Community.
Important note:
Membership overview allows you to view all your members and their basic information at a glance. You can sort your members based on their membership start date or their type (whether they are a lead or client). You can also search for a member by searching their name on the search box on the top right.
If you click on a member Name, you will be taken to the Member's 360 view where you can see the personal information provided, as well as the Member's Benefit card and the Members that he referred to your Community.
Important note:
- the action button [x Unlink] will remove the Member from your Community and you will not see its information anymore.
View what Membership Benefits card they have:
You can view the Benefits cards that are allocated to a Member.
The page indicates basic information about the Benefits card, as well as when it was allocated ("Activated On") or when you deactivated that membership Benefits card ("Deactivated Date").
The Benefits card Status can also be turn from Activate to Deactivate.
You can view the Benefits cards that are allocated to a Member.
The page indicates basic information about the Benefits card, as well as when it was allocated ("Activated On") or when you deactivated that membership Benefits card ("Deactivated Date").
The Benefits card Status can also be turn from Activate to Deactivate.
View who Referred a Member to your Community:
In tab [Members Referred], you can view who invited the member to join your Community.
In tab [Members Referred], you can view who invited the member to join your Community.
