Actions
Actions let you run tasks directly from the Club Management Portal — things like checking a member's status, recording a payment, sending a password reset, or assigning a membership type. Instead of navigating to a separate tool, you handle it right where you're already working.
Where to find actions
On a detail view — Open any record's detail view (for Members and Renewals, click the row; for other resources, click the Detail [] button) and look for the Actions [] menu in the top-right corner. Choose the action you want, fill in any fields it asks for, and save.
On a list page — Go to a list like Members or Membership Renewals, select one or more records using the checkboxes, and open the Actions dropdown. This is how you run actions on multiple records at once.
Inline shortcuts — Some actions appear directly in the list as buttons instead of inside the dropdown. For example, Check Membership Status and Connect to Stripe can appear as inline actions. The Pay shortcut on Membership Renewals opens the renewal and launches Manually Register Dues Payment.
Why you might not see an action
- Your role doesn't include access to that action.
- The action is only available on the detail view, not in the list.
- The record isn't in the right status for that action (for example, you can't register a payment on a renewal that's already paid).
- The action is limited to Administrators.
Common member actions
| Action | What it does |
|---|---|
| Check Membership Status | Re-runs renewal processing for a member |
| Email Account Information | Sends the member their account information email |
| Register Payment | Records a payment from the member record |
| Send Member Password Reset Email | Sends a password reset link to the member's email |
| Assign Membership Type | Changes the member's membership type |
| Send Email Notification | Sends an active renewal reminder to selected members |
Common renewal and membership type actions
| Action | What it does |
|---|---|
| Manually Register Dues Payment | Records a payment for a specific renewal |
| Connect to Stripe | Attempts to connect a membership type to Stripe if the automatic connection didn't happen |
Before you run an action
- Read the confirmation message before saving.
- If the action opens a form, fill in every field that matters.
- For payment actions, double-check the amount before saving.
- For reminder emails, verify the member has opted in to receive electronic communications.
- For bulk actions, confirm which records are selected — it's easy to accidentally include more than you intended.
Related topics
- Members - Actions available on member records.
- Dues and Renewals - How payment-related actions fit into the renewal workflow.
- Membership Types - Membership type setup and Stripe connection.
- Renewal Reminders and Notifications - How reminder email actions work.