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Tracking Members

View, search, and manage all members enrolled under your broker code.

In This Guide

  1. Member List Overview
  2. Searching for Members
  3. Filtering by Status
  4. Understanding Member Data
  5. Pagination

Member List Overview

The My Members tab shows every individual and family enrolled under your broker code. This is your go-to view for seeing who's enrolled, what program they're on, and their current status.

The table displays the following columns:

  • Member Code / Name — Each member's unique code (e.g. AC-M-00123) and their name
  • Program Tier — Foundational, Essential, Complete, or Senior Care
  • Monthly Contribution — The member's monthly contribution amount after discounts
  • Status — Active, Pending, or Cancelled
  • Join Date — When the member was enrolled
1

Use the Search Box

At the top of the My Members tab, type a member's name or member code into the search box. The table updates automatically as you type.

2

Review the Results

The table shows all members matching your search. Clear the search box to see your full member list again.

Filtering by Status

Next to the search box, you'll see a status dropdown. Use it to filter your member list by:

  • All Statuses — Shows every member (default view
  • Active — Only members currently active in the ministry
  • Pending — Members who have enrolled but haven't started yet
  • Cancelled — Members who have left the ministry

Combine the search and filter to quickly find specific members — for example, search "Smith" and filter to "Active" to find all active members named Smith.

Understanding Member Data

Member CodeA unique identifier assigned by the system. Use this code when referring to a member in communications with our team.
Program TierFoundational, Essential, Complete, or Senior Care — determines the member's sharing limits and monthly contribution.
Monthly ContributionThe amount the member actually pays each month after all discounts (Annual).
StatusActive = currently sharing; Pending = enrolled but not started; Cancelled = no longer a member.
💰 Commission Note

Your commission is calculated based on the actual monthly contribution shown here — the amount actually collected from the member after all discounts. If a member's payment fails for a month, no commission is earned for that period.

Pagination

If you have more than 15 members, the list is split across multiple pages. Use the pagination controls at the bottom of the table to move between pages. The search and filter apply across all pages, not just the current one.

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