FiretenderClub operations

Members and imports

Manage member records

Add, edit, archive and search the information the club needs to keep current.

5 min · Firetender Knowledge Base

Quick version

  1. Open Members and search for the person before creating a new record.
  2. Open the member record and update only the fields the club is responsible for.
  3. Check the member’s dues and meeting history before changing status or notes.
  4. Save the change and confirm the updated value is visible in the list.
  5. Archive a record only when the club’s policy says the person is no longer active.

Search before adding

A duplicate member record creates more work in dues and attendance. Search by name, email and member number before creating a new entry. If the person is already present, update the existing record instead of starting a second history.

Keep the record factual

Use the member record for information the club needs to operate: contact details, membership status, identifiers and useful notes. Keep sensitive personal commentary out of free-text fields, and do not store information the club does not need for its work.

Change status carefully

Before archiving or changing a member’s status, check whether there are open dues or recent meeting records that need to remain understandable. A status change should reflect the club’s decision, not a temporary missing payment or an unanswered email.

Make the handover visible

When a member record needs follow-up, leave a short, dated note or create an action with an owner. The next officer should be able to see what is known, what is uncertain and what should happen next without searching through personal inboxes.