Members

Add members to your organization in several ways:

• Add Member button - Click to open a form and enter member details manually
• CSV Import - Upload a spreadsheet with multiple members at once
• Registration Links - Create public links for members to self-register

Import multiple members from a CSV file:

1. Click the "Import" button in the toolbar
2. Download the CSV template for the correct format
3. Fill in your member data in the spreadsheet
4. Upload your CSV file (drag and drop or click to browse)
5. Map your CSV columns to OrgBaseHQ fields
6. Preview the data and confirm the import

Required fields: First Name, Last Name

Each member has a detailed profile including:

• Photo - Upload and crop profile photos
• Member ID - Custom organization tracking number (for orgs with their own ID systems)
• Contact Info - Email, phone, address
• Social Links - Two optional social media profile links
• Personal Details - Birthday, join date, membership type
• Status - Active, Inactive, Suspended, Pending, or Deceased
• Notes - Free-form notes about the member

Find members quickly using:

• Search - Search by name, email, or position history
• Example: Search "President" to find current and past presidents
• Status Filter - Filter by member status (Active, Inactive, etc.)
• Membership Type - Filter by membership tier
• Sorting - Sort by name, join date, or other fields

Create public registration links for self-service member sign-up:

• New Member Registration - Public form for new members to join
• Profile Update - Let existing members update their information
• QR Codes - Each link generates a scannable QR code
• Expiration - Set optional expiration dates for links

Members who currently hold officer positions are marked with a gold crown icon next to their name. This makes it easy to identify your organization's leadership at a glance.

Export your member list as a CSV file for use in other applications or for backup. Click the "Export" button to download all members with their profile information.

Included in export:

• All profile fields (name, contact, address, etc.)
• Member ID and social links
• Membership type and status
• Join date and notes
• Position History - All historical positions in format: Title:StartDate:EndDate; Title:StartDate:EndDate

Shows the member's official officer appointments managed through the Governance module:

• Current and past officer positions held
• Term start and end dates for each appointment
• Linked to positions defined in Governance
• Automatically updated when officers are assigned or removed

A flexible, manually-managed record of positions held by the member:

• Add any position title (not limited to defined positions)
• Record historical positions from before your organization used OrgBaseHQ
• Include custom term dates and notes
• Useful for tracking informal roles or committee memberships

View a complete record of the member's participation in organization activities:

• Registered Activities - Events the member signed up for
• Attended Activities - Events where attendance was confirmed
• Check-in Status - Whether they checked in (via QR code, kiosk, or manual)
• Activity Details - Date, type, and location of each activity

This helps you track member engagement and identify your most active participants.

A financial overview of the member's dues status:

• Current Period Status - Paid, Partial, Unpaid, or Waived
• Amount Due - Total dues owed for current period
• Amount Paid - Payments made toward current period
• Outstanding Balance - Remaining amount to be paid
• Payment History - Record of all payments made

Click through to the Dues module for detailed payment management and to record new payments.