Help · Committees · People
Follow newcomers through to membership
When someone signed in on your club page says they're new or already a member, they appear on a board so you can follow them through to joining. You need the Owner, Editor or Membership secretary role.
The board
Go to People and select Newcomers. Each person is in one column:
- New: said they're new and hasn't been to a run yet.
- Taster runs: has said "I'm going" to at least one past club run. The dots show how many of their taster runs they've done.
- Ready to join: has done the number of taster runs set in the welcome. This column only fills if you've set taster runs.
- Says they've joined: told the club page they're a member. This needs you to check.
Once you confirm someone, they leave the board and are in Everyone. Select anyone to open their profile, including how many club runs they've come to and when they last came. See See everyone in your club.
Confirm a member
- Select someone in Says they've joined.
- Check them against your club's membership list.
- Select Confirm as a member.
Correct someone
- Says they've joined but isn't on your list? Open them and select Not a member. They go back to being a newcomer.
- Joined without telling the club page? Open them and select Mark as a member. That confirms them in one go.
Good to know
- People who tapped "I'm already a member" also land in Says they've joined, so you can check them too.
- Taster runs come from what people said ("I'm going") on past runs that weren't cancelled. It isn't a register.
- Joining steps sent means they ticked "I've sent my membership form to the club".
- Download as a spreadsheet (CSV) saves the board, with confirmed members too.
- To set the number of taster runs, see Set up the welcome for newcomers.
Related
- Add, change or remove committee membersGive someone their own sign-in to the portal, choose their roles, change them later or take their access away.
- Choose the right committee roleThe committee roles, Owner, Editor, Run leader, Membership secretary, Communications, Offers and partners, Organiser and Website editor, and what each one can do.
- See everyone in your clubFind anyone your club knows in one list, open their profile, and see an emergency contact when you need it on a run.
- Send newcomers the joining emailAfter someone's taster runs, email them the club's own joining message with a one-tap Join button, now or at 8pm, or let the club send it by itself.
- Choose your email alertsPick which emails you get about newcomers and people joining the club.
Still stuck?
In the portal, use Ask at the top of the screen to ask a question in your own words. For anything else, contact the Club Routes team, or check Club Routes' status if something isn't working.