Our dynamic, self-updating, member lists are a great way of grouping users together to be used in different parts of your site. Users can be grouped based on almost any criteria and myClubhouse will run the search for you!
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Sign in to your myClubhouse site with an Administrator-level account.
Navigate to the Member List Manager (admin) page:
by default, this is under the Email menu.
or type “/MemberList” into your browser’s address bar e.g.
Click “Add new” to create a new member list.
Details: Basic information about the member list.
Name: The name for this Member List.
Description: A short description of the purpose of this Member List.
Owner: This will usually be the person who created the Member List.
Categories: Member Lists can be sorted into categories (see the section below). If you want to select a category for this Member List, do so here.
Entitlements: This defines who can use and edit this member list. It is usually best to leave these as the site-wide default.
Design: The Member List is created by running a search on the database or members. The search will be run each time the Member List is used, so it will always be up-to-date. Enter elements to build up the criteria for the Member List search.
Add Criteria: Add another criterion to the Member List.
Add Grouped-criteria: Add grouped criteria to the criteria above. Such as a member that is either male OR aged over 18. For readers with an understanding of logic, these clauses would be contained within brackets e.g. Is Current Member AND (Gender is Male OR Age is over 18)
And/Or: Criteria can be used in an “And” or “Or” Capacity. If “And” is chosen, all criteria must be true for a user to be added to the list, if “Or” is chosen, only 1 criterion must be true. Read more about the And/Or operators in the “Advanced Member Lists” section at the bottom of the article.
Delete criterion: Removes this criterion from the Member List.
Family Extension: If this option is selected, results will be extended to include Parents, and/or Family Group Members of the members returned by the search.
Test Run: This can be used to test the Member List before saving and using it. Just click the “Run” button and you will be shown a list of all matching users along with the count.
Save: Save the Member List.
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A List showing all members who have a live booking today. this This could be useful if sending an email regarding mass cancellations such as for weather making Assets unusable.
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Consent
A List showing all members who have granted the “Photo Consent” Consent.
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Advanced Member Lists
This section explains some of the more advanced options that can be used when creating Member Lists.
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The important thing to remember with Member Lists is that there can be many different ways of achieving the same results. This means that it is often worth having a try, using the test run, and maybe even filtering the member directory Member Directory to try and get the result you are looking for.
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