Frello

Jade Perkins

Learn how to effectively manage your members in Frello

Managing your members

A step by step guide to adding individual members

Adding new members

A guide on how to quickly import all your existing members in bulk

Importing members

Find out how to set up custom fields to capture more information from your members

Setting up custom fields

This article explains how you can manage members that share a single email address, for example a couple or a family

Members with the same email address

Sending welcome emails

Use these template emails to notify your members that you are switching to a new member management or booking system

Templates to notify your members

Decide what member information is relevant and which information shouldn’t be collected

Managing default fields

Allow new members or casual players to register and sign up for your club themselves with optional approval from an administrator

Self registration of new members

Learn how to set up joining fees or admin fees for new member registrations

Setting up joining fees

Grow your club or organisation by allowing your members to invite their friends to join

Allowing members to invite their friends

Find out how to approve or reject newly registered members that are pending approval

Approving or rejecting pending members

Group your members into categories or cohorts

Creating and managing member groups

Find out how to highlight members on the home page to promote them or their services to your other members

Highlighting members on the homepage

Find out what dynamic or rule-based groups are, and how you can use them to automatically categorise your members

Dynamic member groups

Learn about merging duplicate member profiles together

Merging member profiles

How to archive or permanently remove a member from your club

Archiving and removing members

Looking for an archived member or want to see members pending approval that have recently signed up?

Viewing archived or pending members

How to setup the member directory so that your members can view and discover each other

The member directory

Track members at your facility using a QR code scanner and our check-in log module

Check-in members using a QR code scanner

Managing existing members

Send emails to your members directly from within Frello

Emailing your members

Find out how to set up automatic birthday emails

Birthday emails

Customising email templates

View the content and layout of our default email templates

Email template examples

Promote your social media presence among your members

Social media links

How to communicate effectively with your members

Communicating with your members

Find out more about managing staff members and how to keep them apart from regular members.

Managing staff

Learn how to display the details of your key staff members on the home page

Displaying staff members on the home page

Learn how to assign specific roles to your members with elevated permissions

Managing staff and member roles

Find out more about the different roles that you can assign to your members and what permissions these roles provide.

Differences between the member roles

Find out how to change the Frello account owner

Changing the account owner

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.