How do I manage membership?

Membership shows where each person stands on the path from first visit to committed member, so nobody sits in limbo because a step was never recorded. Having the pipeline visible means staff can see who is ready for the next conversation instead of relying on memory. Use it after a membership class, when someone's status changes, or during a regular review of who needs follow-up.

Start at More > Admin Tools, then open Membership. The required permission may be needed before this tile appears.

Admin Tools

Steps

1. Tap More in the bottom navigation.
2. Tap Admin Tools under Administration.
3. Tap People & Engagement, then tap Membership. You can also enter Membership in Search Admin Tools.
4. Review the membership pipeline or member list.
5. Open a person to update the available membership status and details.

If the tile or an action is missing, ask a network administrator to review your permissions.