Understanding the Members Linked Report

The Members Linked Report allows you to view members who have been linked together in Clubfit and the relationship recorded between those members.

This is similar to the Member Payers Linked Report, however this report is used to review general member links rather than payer arrangements.

Navigate to:

Reports > General > Members Linked

Filtering the Report

Use the filters at the top of the report to narrow the results.

Member Number or Name

Enter a Member Number or Name to locate a specific member and view the members linked to them.

Status

Select the member status you want to include in the report.

Membership Type

Select one or more Membership Types, or leave all membership types selected.

Select View Report to apply your filters.

Understanding the Report

The primary member is displayed with the following information:

Name
Displays the member's name and member number. Select the member name to open their member record.

Membership Type
Displays the member's membership type.

Status
Displays the member's current membership status.

Links

Where the member has other members linked to their profile, a Links section is displayed underneath their details.

The linked member information includes:

Name
Displays the linked member's name and member number.

Membership Type
Displays the linked member's membership type.

Status
Displays the linked member's current membership status.

Relationship
Displays the relationship recorded between the members.

Examples may include:

• Mother
• Father
• Wife
• Husband
• Partner
• Son
• Daughter
• Brother
• Sister

This makes it easy to see which members are connected and the relationship recorded between them.

Members Linked vs Member Payers Linked

The Members Linked Report shows general relationships between linked members.

The Member Payers Linked Report is used when reviewing members who are linked through a payer arrangement.

Downloading the Report

Select the Download icon in the top-right corner to export the report information.

Contacting Members from the Report

The Email and SMS icons in the top-right corner can be used to communicate with members returned in the report.

Apply the required filters first so that the report contains the appropriate members before using these communication options.

Common Uses

The Members Linked Report can be used to:

• identify members who are linked to one another
• review family or other recorded member relationships
• locate the members linked to a particular member
• check the membership type and status of linked members
• filter linked members by membership type or status
• download linked member information for further review