Adding New Members on Fluid — Manual accounts, check-in, CSV import/export

In this guide: Create members manually, check them in, and import or export your member list via CSV.

The Members page lets club staff manually create member accounts directly inside the club dashboard. This is useful for:

• Walk-in guests
• New club members
• League or tournament players
• Staff-managed registrations

Access the Members page

1. From the left navigation menu, click Manage Clubs
2. Select your club
3. Click Members

Add a new member

1. On the Members page, click Add New Member in the top-right corner.
2. Fill out the member's information:
   
   • First Name
   • Last Name
   • Email Address
   • Phone Number
   • Membership Plan (if applicable)
3. Save the member.

Once created, the member will appear immediately in the member list.

Member profiles

Each member profile can include:

• Name
• Email
• Phone number
• Membership plan
• Card on file
• Membership expiration
• Role/status

This information can be updated at any time.

Check in members

From the Members page, staff can quickly check players into the facility by clicking Check In.

This is useful for:

• Open play
• Reservations
• Leagues
• Tournaments
• Front desk attendance tracking

Import members with CSV

For large imports:

1. Go to the Members page.
2. Click Upload CSV.
3. Upload your member spreadsheet.
4. Review the import preview.
5. Confirm the upload.

This is ideal for migrating members from another platform or onboarding large groups.

Export members

To download your current member list:

1. Open the Members page.
2. Click Export Members.
3. A CSV file containing your member data will be generated.

Exports can be used for:

• Reporting
• Marketing
• Backup records
• External CRM tools

Tips

• Email addresses should be unique per member.
• Adding a phone number improves communication and check-in workflows.
• Membership plans can be assigned later if needed.
• Guest accounts can still be checked in without an active membership plan.

Need help? Reach out to our team at help@fluidpb.com.