The Members Page allows you to manage all the people associated with your dojo.
This tool is useful for several different purposes:
Member Database - Track personal information and records of teachers and students.
Account Management - Administer logins and access rights for your Website.
Collaborate - Send mass e-mails to automatically maintained mailing lists.
Promote Enrollment - Encourage people interested in your dojo to become a member.
Monitor Associations - Keep an eye on and collaborate with all individuals in an association.
Watch a short video walking through the features of the Members Page.
1. Member Database
After navigating to the members page, it becomes very easy to categorize and view your members' information. There are two views of these records: portrait view and list view.
Portrait View
Portrait view displays a photo and the name of each member in your system. By default, 8 tabs are displayed to group members:
All Members - A comprehensive collection of all the individuals in your database
students - Individuals who have a low level of authority, but belong to your school and can register for classes
instructors - People who usually lead or instruct students. If their status is "active" their profile will appear on the Instructors page
Leads - People who are interested in becoming a member of your school. If an Internet user sends a message using the "Contact Us" page, their information will be automatically added to your member database as a "Lead". They can easily be upgraded to member status by modifying their account settings.
Inactive Members - Those who are no longer active in your association, but you want to keep their information on file.
Administrators - Have full control over any record on your Website.
List View
List view shows a grid of all member names and a few important columns of their information. This provides additional ways to easily sort, edit, and delete records.
Additionally, at the top of a page is a link labeled "Preview Pane" which opens a panel at the bottom of the screen displaying a summary of the member's account.
This makes navigating through records extremely fast. Otherwise, clicking on a row in the list view or clicking on a photo on the image view will display member details.
Member Details
After selected a member from the displayed view, a page will appear with 4 tabs outlining the individual's information and records.
Profile - Personal and account information on the member. Contains links to easily e-mail or call the individual.
Relatives - Groups several members who belong to the same family. Useful for family discounts and emergencies.
Payments - Displays all payments made by the member and the requests made to the user.
Promotions - Tells when a member graded to a particular rank and various details.
Administrator Actions
Add a Member -
Invite Members - Allows you to download a pdf to distribute so members can join you Website on their own or provides the option to send a comma separated list of e-mail addresses a message with directions to join.
Page Settings - The Visibility option gives you the ability to set who can see this page and where it displays on the menu tree. Because member information is sensitive, you will not be allowed to set the Member's page to "Public".
Send E-mail - (Plus and Pro only) Send e-mails to built-in mailing lists. Select from member categories, individuals registered for an event, etc. Be sure the member has an e-mail on file; otherwise, they will not receive the e-mail.
Edit this Member -
Delete this Member - This will completely remove a user account and their records from your system, with the exception of Payments. These will remain so you can maintain your financial records. It's best to set a member's status to "Inactive" in case you need to access their information in the future.
2. Account Management
Easily allow your members to create a login on your Website. This can either be done by giving them your "Invite Code" from your Website settings so that they can click "Join this Website"
when they visit your Website url, or after you have created an account for them, you select the check box "Send an e-mail with login information to this member" and they will recieve an
email with information to log in. Either way, you can control their login information when you edit their profile. You can also set regular users as "Administrators" so they can help
with the management of your Website and records.
3. Collaborate
With an upgrade to a Plus or Pro plan, administrators can make use of the "Send E-mail" tool. This tool allows you to send e-mails to self-maintained mailing lists.
For example, you can easily send a message to all the individuals who registered for an event, etc.
It's possible to send e-mails to individual members as well. Normal users (non-administrators) of your Website will also be able to see the names
and e-mail addresses of other members in case they want to e-mail each other.
4. Promote Enrollment
The Members Page works together with the Contact Us Page to help manage potential members of your school, also referred to as leads.
When a user visits your Website's Contact Us Page and enters their Name, e-mail address, and phone number to send you an e-mail online,
there information is automatically added to your Members Page with a position of "Lead". If you have upcoming events or promotions, you can
easily let these individuals know with the e-mail tool. If the Lead decided to become a member of your school, you can simply changed their position
from Lead to a more permanent status and their information will be carried over.
5. Monitor Associations (coming soon)
With a Pro account, your Website can become the head of a group of ZenDock Websites known as an association. The Websites following you
simply need to add your ZenDock Website url to their settings and you can then have option to all of their member information. You will not be
able to edit their members, but you can send e-mails to all members in the association and view their members and records.
