Member master
The central member master: maintain all club members with their core data, membership, fee and contact details in one place – independent of the app login.
Live preview — real view with sample data
M31 · Member master
| Last name | First name | Member number | Member type | Member since | Fee | Status | Fee paid | |
|---|---|---|---|---|---|---|---|---|
| Kraus Logistik | Bauer & Co. | DZ-3391 | Done | a.meyer@muster.de | 09/06/2026 | Item 4 | In progress | ✓ |
| Bauer & Co. | Wolf Spedition | DZ-4408 | Reviewed | l.kraus@muster.de | 20/06/2026 | Entry 5 | Done | — |
| Wolf Spedition | Roth Handel | DZ-5510 | Open | t.bauer@muster.de | 01/07/2026 | Record 6 | Reviewed | ✓ |
| Roth Handel | Meyer GmbH | DZ-1042 | In progress | s.wolf@muster.de | 12/07/2026 | Item 7 | Open | — |
| Meyer GmbH | Kraus Logistik | DZ-2087 | Done | m.roth@muster.de | 23/07/2026 | Entry 8 | In progress | ✓ |
Not a screenshot: the same interface you get in production.
What you do here
Create members and maintain person data (first name, last name, member number, birthday), membership (join date, member type, status), fee (amount, fee year, paid/unpaid) and contact details (email, phone). This master is the club anchor and is not tied to login accounts – it describes the member, not the access. On the board you move members between Active, Inactive and Honorary; in the calendar you see upcoming birthdays.
Tips
Use the Active, Inactive and Honorary tabs plus the „Fee unpaid“ tab to quickly find outstanding fees – nothing is deleted on departure, the status is set to Inactive instead so the history is preserved. Use „Mark paid“ and „Mark unpaid“ to set the fee status with one click. Enter your own member types (e.g. active, supporting, youth) as free text; add your own fields via the settings without needing a migration.
Who sees what
Admin and dispatcher can create, edit, delete members, set the status and mark the fee as paid or unpaid. Drivers only have read access to the directory and cannot change anything themselves.
What's inside
- Members
- Members
- Birthdays
- Member
- Edit member
- Add member
- Edit
- Delete
Fits together with
Other blocks from the same area.
Absence
Here staff request holiday and report absences (sickness, home office, special leave); the back office approves or rejects them – with an optional stand-in.
M29Client master
The central client master for care: maintain all clients with their core data, contact, address and care level in one place – the foundation for routes, visits and documentation.
M30Employee master
The central employee master: maintain all staff with their core data, employment and contact details in one place – independent of the app login.
M32Shift planning
Plan shifts per staff member here – as a calendar or list.