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Edit a member's profile and information

Update a member's name, contact details, photo, tags, and onboarding information from their record.

A member's record holds everything you need to manage their enrolment. You can update their contact details, add a photo, manage tags, and track their onboarding readiness — all from the same page.

Open a member's record

  1. Go to Students in the sidebar.
  2. Find the member using the search bar or filters, then select their row.
  3. Their record opens on the Summary tab.

Edit contact details and name

  1. From the member's record, select Edit Member — either from the primary action button or from Actions in the top-right.
  2. The Edit Member Profile drawer opens. Update any of the following:
    • Given Name and Family Name (both required)
    • Preferred Name (displayed alongside the full name)
    • Email (required — used for portal access and notifications)
    • Phone
    • Address, Suburb, State, Postcode
  3. Select Save Changes.

Add or update a photo

  1. Open the member's record.
  2. Below the avatar, select Add Photo or Update Photo.
  3. Choose a file from your device. The photo updates immediately.

Update notes

Notes are visible to staff only and are not shared with the member.

  1. Open the Summary tab on the member's record.
  2. Find the Quick Notes card. Edit the text in the notes field.
  3. Select Save Notes.

Recent note changes are listed in the Recent Note History section below the field.

Manage tags

Tags let you group and filter members.

  1. Open the member's record.
  2. In the Profile tab, find the tags section. Add or remove tags as needed.
  3. Changes save automatically.

Check onboarding readiness

The Arrival Readiness card on the Summary tab shows three items that must be complete before a member can train:

  • Profile details — phone, date of birth, and contact email filled in.
  • Portal account — the member or guardian can sign in.
  • Waiver — any required waiver steps are complete.

If an item shows amber (not complete), select Send Prep Link to email the member or guardian a secure link so they can finish their setup from their own device.

Archive a member

Archiving removes a member from active lists but keeps their data.

  1. From the member's record, select Actions, then Archive Member.
  2. Confirm by selecting Archive.

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