Help Center / Members & Roster

Members & Roster

Everything you need to manage your club or school's membership roster.


Adding a member

By invitation: Go to Admin → Members → Invite Member. Enter the member's email, name, and role. They receive a branded email with a link to set their password.

By application: If you have an application form enabled (see Settings), prospective members apply via a public link. Review and approve from Admin → Applications.

Manually: Go to Admin → Members → Add Member to create a record without sending an invitation — useful when importing existing members.


Importing members from a spreadsheet

Go to Admin → Members → Import. Download the CSV template, fill in your existing member list (name, email, role, status), and upload it. The import creates member records; invitations can be sent afterward if needed.


Member roles

Role What they can do
Member View schedule, sign up for slots, log flights, view their billing
Instructor All of the above + sign off training records, grade Academy students
Admin Full access to all admin functions including billing, settings, and reports
Owner Same as admin — marks the primary account holder

To change a role, go to Admin → Members → [Member name] → Edit.


Member statuses

Status Portal access
Active Full access
Pending Limited — can log in but may not book or sign up
Inactive No portal access
Suspended No portal access; often due to outstanding dues

Resending an invitation

Invitations expire after 7 days. Go to Admin → Members → [Member name] and click Resend Invite.


Membership types

Assign a type (Standard, Student, Junior, Family, Honorary, etc.) to each member. Types can drive different dues rates in your billing configuration.


Dues and account balances

Each member has an account balance. Go to Admin → Members → [Member name] → Transactions to:

  • View their transaction history
  • Add a manual charge or credit
  • Record a cash or check payment
  • See outstanding invoices

For bulk dues configuration, see Billing & Dues.


Member profiles

Each profile shows: contact info, emergency contact, role and status, account balance, recent transactions, flight history, and training records. Admins can edit any field. Members can edit their own contact details.


Removing a member

To deactivate without deleting: change status to Inactive or Suspended. Records are preserved.

To permanently delete: go to their profile → Danger Zone → Delete Member. This cannot be undone and removes their auth account.


Applications

If enabled, prospective members apply via a public link. Submitted applications appear in Admin → Applications. Approved applicants are converted to members and sent an invitation automatically.

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