Member Management — FM 3.0 Help

Finding a Member

The Members search page lets you look up any member in your franchise using one or more filters.

Available Search Filters

Filter	What It Searches
Franchise	Limits results to a specific franchise location (defaults to your selected franchise)
Account	The member's account number (e.g. 4021062)
Email Address	The member's primary email address
Phone	Primary or secondary phone number
First Name / Last Name	The member (parent/guardian) name
Child First Name / Child Last Name	The name of a registered child under the account

You do not need to fill in every filter — just one or two is usually enough. Hit Search to run.

Quick Search Shortcuts

Click the arrow on the right side of the Search button to access quick filters:

Option	What It Returns
Today's Members	Members created today
Members Since Yesterday	Members created in the last 48 hours
Members for 7 Days	Members created in the last 7 days
Create Member List	Opens advanced list-building options
Add Member	Shortcut to create a new member
Rapid Member Entry	Fast entry mode for adding multiple members quickly

Creating a New Member

To add a new member to your franchise, click the Search dropdown and select Add Member, or use the Rapid Member Entry option to add multiple members at once.

Required Fields

The following fields must be completed before a member record can be saved:

First Name and Last Name
Email Address
Primary Phone
Address, City, State, and Zip Code
Date of Birth
Gender
How did you hear about us? (Referrer)

Tip: FM 3.0 will alert you if a member with the same email, phone, or address already exists — helping prevent duplicate accounts before they're created.

After Saving

Once saved, you'll land directly on the new member's record where you can add children, process a registration, or update any additional information.

The Member Record

In FM 3.0, everything about a member is organized into tabs across the top of the record. This replaces the list of action links on the right side of FM 2.0.

Coming from FM 2.0? Instead of clicking links like "Give A Member Credit" or "Track SMS Texts" on the right side of the screen, you now click the corresponding tab at the top of the member record. See the Where Did It Go? section below for a full mapping.

The member record header shows the member's name, account number, and two action buttons:

Merge icon — Merge this member with another account
Save icon — Save changes made on the current tab

Tab by Tab Guide

Click any tab at the top of the member record to navigate between sections.

Basic Info

The member's personal details: name, address, phone, email, date of birth, gender, T-shirt size, referrer, and alert flags. This is where you edit core member information.

Children

Players registered under this account. Add, edit, or merge children here. Each child record holds their name, date of birth, and gender.

Registrations

All program registrations tied to this account — past and present. Click into any registration to view details, process payments, or take action.

Linked Members

Accounts that have been linked together (e.g. family members with separate accounts). Link or unlink members from here.

Franchises

Franchise-specific settings for this member: email opt-out, blacklist status (with required note), coaching issues (with required note), and league score posting permission. Each franchise the member belongs to has its own settings panel here.

Volunteering

The member's volunteer history and background check status. Used for coach and volunteer management.

Reviews

360 feedback and reviews submitted for this member. Read-only view of ratings and comments.

Merchandise

Merchandise order history and any promo codes associated with this member.

Referrals

Members or registrations referred by this account. Tracks referral history and any referral credits earned.

Credits

Account credits available to use toward registrations. Add new credits, view expiry dates, and see the credit history. Includes a bulk credit option.

Texts

Text message history sent to this member, plus their current text opt-in status — showing which message categories (Program Information, Program Changes, Reminders, etc.) they are opted into.

Emails

Email history for the last 30 days. Click View Email on any row to see the full message. Also includes a Send Program Details button to send program information directly from here.

Cases

Support cases and follow-up notes tied to this member. Add new cases, view open items, and track resolution status.

Notes

Internal notes visible to franchise staff. Add free-form notes about the member. Notes can be marked as corporate-only if needed.

Common Tasks

How to Edit Member Information

Open the member record and make sure you're on the Basic Info tab.
Update the fields you need to change.
Click the Save button (disk icon) in the top-right of the record.

How to Add a Child / Player

Go to the Children tab on the member record.
Click Add Child.
Enter the child's first name, last name, date of birth, and gender.
Save the record.

How to Issue a Credit

Go to the Credits tab on the member record.
Click Add Credit.
Select the credit type, enter the amount, and set an expiry date if applicable.
Save. The credit will be available the next time the member registers.

How to Blacklist a Member

Go to the Franchises tab on the member record.
Find your franchise panel and toggle Blacklisted on.
A Blacklist Note field will appear — this is required. Enter the reason.
Click Save.

Note: Blacklisting is franchise-specific. It prevents the member from registering at your franchise but does not affect other franchise locations.

How to Opt a Member Out of Emails

Go to the Franchises tab on the member record.
Find your franchise panel and toggle Opt Out of Emails on.
Click Save.

Tip: Email opt-out is per franchise. If the member belongs to multiple franchise locations, each location manages its own opt-out setting.

How to Merge Duplicate Members

Open one of the duplicate member records.
Click the Merge icon (top-right of the record header).
Search for the other account to merge with.
Select the account and confirm. Choose which record to keep.

Note: Merging is permanent. Children, registrations, and credits will be combined onto the surviving record.

How to Add a Support Case or Note

For support follow-ups: go to the Cases tab and click Add Case.
For internal staff notes: go to the Notes tab and click Add Note.

How to Send Program Details by Email

Go to the Emails tab on the member record.
Click the Send Program Details button in the top-right of the table.
Select the franchise and program, add an optional message, and click Send.

Where Did It Go?

If you're used to FM 2.0, here's where to find everything that used to appear as action links on the right side of the member record.

FM 2.0 Action Link	→	Where It Is in FM 3.0
Register For A Program	→	Registrations tab — click Add Registration
Volunteer Application	→	Volunteering tab
Support Cases (Notes & Follow Ups)	→	Cases tab
Send Email To Member	→	Emails tab — Send Program Details button
Member Coaching History	→	Volunteering tab
Listen 360 Comments	→	Reviews tab
Merge Members	→	Merge icon in the member record header (top-right)
Link Members	→	Linked Members tab
Resend New Member Email	→	Basic Info tab — email action button
Give A Member Credit	→	Credits tab — Add Credit
Background Check	→	Volunteering tab
Referrals	→	Referrals tab
Send Program Details Email	→	Emails tab — Send Program Details button
Track SMS Texts	→	Texts tab
Track Operational Emails	→	Emails tab
Merchandise Promo Codes	→	Merchandise tab
Text Opt In Status	→	Texts tab — shown in the status card at the top
Call Opt In Status	→	Basic Info tab — Communication Preferences section
This Member Is Blacklisted	→	Franchises tab — Blacklisted toggle
This Member Has A Coaching Issue	→	Franchises tab — Coaching Issues toggle
Can Post League Scores	→	Franchises tab — Post League Scores toggle
Check here to Opt Out of Emails	→	Franchises tab — Opt Out of Emails toggle
CCM Member Alert	→	Basic Info tab — Has Alert toggle + Alert Message