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Manage members

Edit and delete a member

Modify a member's data, remove them from the club, restore them or delete them permanently

1

Edit a member's details

In Members › Manage members, click the pencil at the end of the row. Change the fields, then click Modify person; the list is updated when the panel closes. The fields are described in the article View a member's detailed information.

The pencil (edit) and the bin (remove from members) at the end of each row

The pencil (edit) and the bin (remove from members) at the end of each row

2

Deactivating the account without removing the member

To temporarily stop a member from logging in and booking (unpaid fee, break…), click their badge Active in the column Status: it changes to Inactive. They remain a member, with their membership and history. Another click reactivates the account.

3

Removing a person from the members

Click the bin on the row and confirm with Yes. If the person has open invoices, a second window lists them: choose Delete invoices, Keep invoices or Cancel deletion.

The confirmation before removing a person from the members

The confirmation before removing a person from the members

The person disappears from the list of members and their account is deactivated. Their upcoming bookings are deleted, they are removed from their groups and tournaments, and their pending fees are cleaned up. Their past invoices and history are kept. If the club uses a resignation date field, today's date is entered in it.

4

Restoring or deleting permanently

Click Also show removed members. On the row of a removed person:

  • the circular arrow (Restore to members) puts them back in the list of members, with an active account;
  • the no-entry icon (Delete permanently) erases the person and their whole history, after confirmation.
A removed member, with the Restore to members and Delete permanently buttons

A removed member, with the Restore to members and Delete permanently buttons

5

Changing a member's family

Open the member with the pencil and change Group invoice with in the section Billing: choose the person who receives the joint invoice, or click the bin next to the field so that the member is invoiced alone.

⚠️ Warning: permanent deletion

Permanent deletion is irreversible: the person's bookings, memberships, invoices, payments and groups are erased. Keep it for profiles created by mistake; for a member leaving the club, simply remove them from the members.

💡 Fees and invoices

A member's fee comes from their membership. If it should no longer be invoiced, remove the member's membership (in their profile or in Manage memberships) rather than deleting the invoice line. For visitors or suppliers, create a person with the "Virtual" gender instead.

Plugin.ch tutorial — Managing members

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