Your members.
What your Members list counts, how to filter and export it, and why its total can differ from the figure on My plan.
On this page
Open Customers → Members. Your list includes everyone who holds one of your cards or has transacted with you. This page explains what the list counts, how to filter and export it, and why its total can differ from your plan figure.
The list starts with members whose latest qualifying activity with your business is most recent. Activity includes points, stamps, voucher redemptions, visit-pass issuance or use, and monetary-pass issuance or spending. Reversed movements and housekeeping events do not become recent customer activity. Members without qualifying activity stay visible after members with activity. Use Sort → Newest first or Name (A-Z) for another order; your chosen sort takes priority. Last activity restores the default.
Who is on the list
Members are customers who hold one of your cards or have transacted with you. Your member list shows two kinds:
- Active members have earned, redeemed, or used something with you, such as points, stamps, a voucher, or a prepaid pass. Points earned through a connected WooCommerce or Shopify store count too.
- Not active yet members hold one of your cards in their wallet with a registered account but have not used it. A small gray wallet mark sits after their name. Point at it, or tap it on a phone, and a small balloon explains the status and how long ago they added the card.
An Activity filter narrows the list to either kind, and exports follow the filter. For each member you can see their activity history, points balance, stamp progress, and reward redemptions.
Two things to expect:
- The member total in your list can be higher than the figure on My plan. My plan counts members who have interacted with you; the list also counts people who hold your card without using it yet.
- The activity window covers the last 365 days. Registered members who still hold an active program also remain on the list. Outstanding monetary credit keeps a registered member visible even without a wallet pass, while the account remains under your business's active club.
View a member
Select a member row to open their overview. It shows contact details, current tiers, and your business's loyalty cards, stamp cards, vouchers, and prepaid passes. Each program shows its own balance or progress: spendable points, stamps and pending rewards, remaining visits, or monetary credit in its original currency. A stamp card with history but no current enrollment is identified as such. Monetary records remain accessible after their wallet pass disappears.
The Achievements section shows earned milestones and their reward states, six per page. The achievement count jumps to this section. You see only achievements from your business.
Use a program's Transaction history link to open its member history. The card preview, member details, and timeline stay together. Overview and the member's name in the breadcrumbs return to the member; Members stays selected in the sidebar. Older records can still lead to this overview when the member falls outside the list's activity window.
Monetary passes open a credit history with amounts, remaining balances, and recorded references. View record opens the account controls for refunds and corrections. See Monetary analytics and records.
Open a program from the list
Point, stamp, voucher, and pass transaction lists start with the program, event or status, and member, followed by amounts and date. The latest activity appears first. Individual records use Program name · Event as their title. Member overviews and histories start their breadcrumbs with the home icon.
Select a card or pass in the Cards column to go straight to its history. Point at it, or focus it with the keyboard, to read its name and type. The +N button opens the remaining programs as full-width choices in a scrollable list. These buttons work independently of the member row. On phones, Details shows secondary member information; the member identity, tier and programs stay visible when available.
When a history offers a Delete last action, select it to review the member, program, and effect in a confirmation dialog. Confirm to apply the correction, or choose Cancel to leave the record untouched. Monetary credit uses its own account controls through View record.
Most active members
The dashboard ranks members by their recorded interactions in the last 30 days. Each qualifying points interaction, stamp earn or reward redemption, voucher redemption, and prepaid-pass issue or use counts once. Joining a card and logging in do not count. Void and expiry marker rows, voided points credits and voided voucher redemptions are excluded. The ranking measures recorded interactions, not distinct visits or points balance. Select a member to open their detail page.