To archive a student, open their profile, click More and choose Archive. Archived students leave your active student list but keep their details, invoices and class history, and you can bring them back at any time with Convert to student.
For: team members with Full, Finance or Staff access.
Good to know
membermeister uses your account's own configured terminology, so you may see different words for Students, Parents and Classes.
Archive students who have left rather than deleting them. It keeps their history, and archived students don't count towards the number of active students on your membermeister plan.
Deleting a student only removes them completely if they have no invoices, subscriptions or bookings. Otherwise membermeister keeps the record and marks the student as inactive (see below).
Archive one student
Go to the Students overview and click the student's name.
Click More at the top right and choose Archive followed by the student's name.
Choose what happens to the student's classes, trials and waiting lists, and whether to delete their unpaid invoices. The options are explained below.
Click Archive student to confirm.
Archive several students at once
The quickest way to find students who have left is the ready-made report of students who aren't in any classes.
Go to Reports and choose Students and Classes.
Click the report Students not in classes.
Check the list carefully, then click the red Archive button at the top of the page.
Choose your options and click Archive students.
Archiving options
Classes: remove the student from all lessons, from remaining lessons only, or leave them enrolled. Finished classes aren't affected.
Trials and waiting lists: remove the student from upcoming trials and waiting lists.
Invoices: delete the student's draft or unpaid invoices, for example if they've dropped out and won't pay. Paid invoices are never deleted.
Parents: archive the student's parents too. membermeister won't archive a parent who still has a child that isn't being archived. If you archive all the children in a family together, the parents are archived with them.
Bring back an archived student
Go to the Students overview and change the Show drop-down to archived.
Click the student's name.
Click More and choose Convert to student.
The student is active again. Enrol them in their classes, as archiving may have removed them.
Reactivate an inactive student
A student becomes inactive when someone deletes them but membermeister has to keep their record because of invoices, subscriptions or bookings. Inactive students don't appear in the student lists, and Convert to student doesn't bring them back.
Open the student's profile, for example by clicking their name on one of their invoices.
Click Edit.
At the bottom of the form, switch Active to ON.
Click Update to save.
Still need help? Click Get Support in your membermeister account or email [email protected].