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How to Record Member Visits

Track when members visit your location, attend activities, or engage with your organization.

What is a Member Visit?

A member visit is any recorded instance of a member engaging in person:

  • Visiting your facility
  • Attending a class or activity
  • Using services
  • Checking in for participation

Accessing Member Visits

  1. Open the member record
  2. Click Member Visits in the workspace navigation

Recording a Visit

  1. Click Add New
  2. Enter visit details:
    • Visit Date and Time: When they visited
    • Visit Category: Type of visit (drop-in, class, service, etc.)
    • Notes: Any relevant details
  3. Save

Uses for Visit Tracking

  • Engagement Monitoring: Identify highly active vs disengaged members
  • Capacity Planning: Understand usage patterns
  • Retention: Reach out to members who have not visited recently
  • Reporting: Show participation metrics to stakeholders

Finding Members by Visit Activity

Use filters on the Member List to find:

  • Members who visited within a date range
  • Members who have not visited in X days
  • Most frequent visitors
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