Members, Families, and Access

Use the Member Directory

Learn how to use the Member Directory in Topo, including search and filters.

Updated 11 days ago

Edit a Member Profile

Learn how to edit a Member Profile in Topo, including inline editing name, email, phone, date of birth, gender, experience, emergency contacts, custom fields, and profile photo.

Updated 11 days ago

Understand Member Status Cards

Learn how to understand Member Status Cards in Topo, including active, past due, payment failed, frozen, archived, cancelled, prepaid-pending, expiring, missing waiver, and invalid waiver states.

Updated 11 days ago

Add Tags and Notes to Members

Learn how to add Tags and Notes to Members in Topo, including applying tags.

Updated 11 days ago

Use Custom Fields on Member Profiles

Learn how to use Custom Fields on Member Profiles in Topo, including creating organization-specific fields.

Updated 11 days ago

Email a Member from Their Profile

Learn how to email a Member from Their Profile in Topo, including one-off operational email.

Updated 11 days ago

Read Member Activity and Communications

Learn how to read Member Activity and Communications in Topo, including access events, check-ins, sales, refunds, account credit, waiver events, communications, support conversations, and audit-log boundaries.

Updated 11 days ago

Archive and Unarchive Members

Learn how to archive and Unarchive Members in Topo, including archive versus delete.

Updated 11 days ago

Create and Manage Family Groups

Learn how to create and Manage Family Groups in Topo, including creating groups.

Updated 11 days ago

Understand Minors and Dependents

Learn how to understand Minors and Dependents in Topo, including minor versus dependent distinction.

Updated 11 days ago

Manage Guardians for a Minor

Learn how to manage Guardians for a Minor in Topo, including adding guardian information.

Updated 11 days ago

Manage Payment Methods

Learn how to manage Payment Methods in Topo, including adding, removing, and setting default cards.

Updated 11 days ago

Manage Account Credit

Learn how to manage Account Credit in Topo, including what account credit is.

Updated 11 days ago

Understand Customer Access

Learn how to understand Customer Access in Topo, including customer Access as the member's entitlement.

Updated 11 days ago