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How to find and manage members in MatSync

See active members and renewals, filter newcomers, families and inactive members, search for anyone and open their full profile.

Where to find it: Dashboard · Members

Narrated walkthrough recorded in the MatSync demo club · 28 s

Step by step

  1. Check your members at a glance

    The top of Members shows active members, plans ending soon, members without a plan and incomplete profiles, plus plan status and how long members have been with you.

    MatSync Members page with active members, renewals and roster makeup
  2. Filter the list

    Use All members, Newcomers, Families and Inactive to narrow the list.

    MatSync member list filtered to newcomers
  3. Search and open a member

    Search by name, email or belt, then click a member to open their profile.

    Searching for a member in MatSync
  4. Use the profile tabs

    Profile, Plans & billing, Attendance, Progress, Safety & notes and Documents keep everything about the member in one place.

    MatSync member profile with plans, billing and attendance

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