View Members Within a Membership

In this article, learn how to view the members within a specific membership.

APPLIES TO: Admins

Last updated: July 1, 2024

View Members Within a Membership

• Log into your Upper Hand account and hover over the main navigation bar on the left hand side, click Memberships
• Click where it says "X Members" on the membership you would like to view

• From here you will be able to see a historical list of clients that ever been enrolled in that particular membership. 

• The default view will show the list of your Active members in that membership including:
  • Member Name
  • Tier (if using tiered pricing, Coming Soon!)
  • Member Length
  • Next Payment
  • Commitment
  • Price
• You can click on the Filter button to filter by Membership Status, which include: All, Active, Suspended, Cancelled & Invited

• By toggling a different Membership Status filter, your list will adjust accordingly. For example, below is a list of the same membership but with the Suspended filter toggled on.

• All lists are also exportable. Just click on the blue Export button to download the list to a .csv file that includes the client name, email address and phone number.

Some things to note:

• All members are listed in chronological order from newest to oldest as to when they joined the membership, those who were most recently cancelled, etc
• If the filtered view is set to All members then the "status" column inside the exported list will be blank.