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Member Info

8 Articles

Database Tools

4 Articles

Expiration Date Basics

The settings for your Membership Product determine when a member expires. When a new member joins or a current member...

Manually add a new Member

New purchasers are automatically added to your membership database when they buy certain products, but they can also be manually...

Inactive vs Expired

An expired account will not be able to sign on to your website, so any member-only functionality (like accessing the...

Export your Membership Database

You can export a .CSV of your Membership Database at any time. This CSV file contains nearly everything we store...

Switch Members from one Membership Product to another

It may be necessary to switch the annual dues product that members are set to be invoiced for to a...

Database Tools Overview

There will probably be times that you will need to make mass changes to certain aspects of your member database....

Import/Export Tools

Use the Import/Export tools to add additional values that may not have been included in your initial database import, up to and...

Change an Expiration Date

You may need to change an member’s expiration date from time to time. If you’re here and wondering why expiration...

Member Information

This series of articles will detail the options and settings available for membership information that can be stored in your...

Grant / Restrict Access

In this Member Info section, you can expire, set to inactive, or restrict members from making certain reservation types. Expiration...

Additional Info

This section of the Member Information profile will allow board members to change the member’s address, phone number, Interest Tags,...

Bond ID / Settings

This Member Info section is specific to clubs that have a need for Bonds or have a Rental type membership....

Front Desk / Operations

This Member Info section allows Board Members with the appropriate permissions to manually edit concession credits, guests owed, pre-paid guest...

Sub-Accounts / Dependents / Babysitters

In this Member Info section, you can override the default number of Sub–Accounts, Dependents and Babysitters your club allows on...

Member Overview

The Member Overview lists Primary Purchasers and the Membership Product associated with their account. On this page, you can get...

Member Directory

Your PoolDues-Powered website is equipped with an Opt-In Member Directory. Members can consent to share whatever information they’d like, including their interests,...

Switch Primary / Secondary / Co-Primary

Under Change Primary, use the dropdown to Remove and Upgrade to Primary.   Then, under the previous Primary, look for Merge...