Review member history

Who this is for

This guide is for any staff member who needs to know what actually happened with a member: when they last trained, when their rank or enrollment changed, what a colleague noted, and in what order.

Everyone with a staff login can read this. It is the record you reach for when somebody says "but I thought" and you need to know rather than guess.

Before you begin

• Open the right member first. The history is theirs alone.
• Know that a note's text is read on Details; see Maintain member profile and notes. The timeline names a note without printing it, so History stays readable as a sequence of events.
• Know that correcting a check-in and writing a note are both writes. They need the member-change permission, and without it this tab is read-only.

Steps

1. Click Members in the left navigation, click the person, then click the History tab. The Attendance card on Overview also has a Full history → link that lands here already filtered to check-ins.
2. Read Activity history. Entries are newest first, so what happened most recently is what you see without scrolling. Each one carries its timestamp, its bucket, a one-line summary, and who did it: a staff name, Stripe, Imported, or System.
3. Narrow it with the chips under the Activity history heading: - All shows everything, which is where the tab opens. - Check-ins shows attendance. - Programs shows enrollment changes. - Rank shows promotions. - Billing shows charges and subscription events. - Account shows everything else: a note was added, a profile edit, a consent change, a waiver going on file, or the record being created. Anything the timeline does not otherwise recognize lands here too.
4. Move through a long history with Previous and Next under the list. The count on the left reads, for example, 31 events, and the counter between the buttons reads Page 1 of 2. Changing a chip returns you to page one.
5. Where a row records a field change, its before and after values are printed beneath the summary, so a profile edit says what actually changed.
6. Correct a check-in in place, if you may change members. Under a Check-ins row, reassign it to another program from the program picker, click No program to clear the one it has, or click Delete to remove it after confirming. A row recorded against a program the member is not enrolled in is badged Out of program.
7. Write a note without leaving the tab, if you may change members. Add an internal note sits above the timeline; it is visible only to authorized staff and is never sent or shown in the family portal. Edit and Remove on the newest revision of a note you can change record a revision rather than overwriting the record.
8. A bookmarked ?type=attendance or ?type=notes link still works: attendance opens Check-ins, notes and system open Account, and subscription opens Programs. An unrecognized value opens All.

Expected outcome

The timeline loads newest first for this member, and a chip narrows it without taking you off their record. The chip and the page are both held in the page address, so a filtered view can be linked to. You stay in their workspace the whole time, so the name in the header is always the person you are reading about.

The filter and the paging are both done by the server, so a chip counts every matching event in the member's history, not just the ones on the page in front of you.

A note appears here as Note added under Account, and an imported one as Imported note, in both cases without printing the text; open Details to read it. Check-in entries match what attendance recorded; see Check in from a member workspace.

A member with nothing recorded yet reads No activity has been recorded for this member yet., and a chip with nothing in it reads Nothing here yet., rather than showing an empty table you might mistake for a loading failure.

Recovery

If the history looks empty, check the chip before concluding there is nothing. Rank on a member who has never been promoted shows nothing, and that is correct.

If an expected check-in is missing, the attendance was not recorded, or was recorded against a different person. Confirm the name in the header, then check the class it should have been on.

If a note you just added is not showing as Note added under Account, reload the page. If it is still missing, it did not save; write it again.

If the list does not load at all, it says Could not load member history right now. and offers a retry. That is a failed read, not an empty record; do not tell a family their history is gone.

If a check-in correction is refused, the correction window for your role has closed. The refusal comes back as a message rather than silently doing nothing; ask an organization owner.

If you cannot see the note composer or the correction controls a colleague can, your access does not carry the member-change permission. Ask an organization owner rather than assuming the record is incomplete.

Related guides

• Maintain member profile and notes — the profile these entries belong to, and where a note's text is read.
• Check in from a member workspace — the check-in that produces the attendance entries.