How Do I Create and Complete a Member Task?

A Member Task allows you to record an action that needs to be completed for a member by a specific date.

For example, you may need a member to:

A task can be added to a member at any time.

Create a Member Task

Open the member’s profile and create a new task.

Enter the details of the task in the Task field.

For example:

Missy is to provide a medical certificate.

Then select the required Due Date.

When creating the task, you can choose whether Clubfit should automatically add a note to the member’s profile when the task is completed.

Use the Create NOTE on Completion toggle:

Setting	What Happens
Yes	A note will automatically be added to the member’s Notes tab when the task is marked as completed.
No	The task will be completed without automatically creating a note.

Once the task details are correct, click Save.

The task will appear as a notification in the top menu.

When the member scans into the club, the task will also appear in the toaster pop-up notification.

This allows staff to acknowledge the member and check whether the required action has been completed.

Once the member has completed the required action, mark the task as Complete.

If Create NOTE on Completion was enabled when the task was created, Clubfit will automatically insert a note into the member’s Notes tab.

This provides a record that the task has been completed.