Manage Members

The Members tab is your roster for one membership program: who joined, which tier they are on, billing status, referrals, and private notes. You can also add or gift access without a checkout.

For the full hub layout, see Membership Hub overview. For how members share links and how referrals are tracked, see Referrals.

Creator plan required

You need Creator or above and Flo Payments connected if you change paid tiers or cancel paying members.

Open the Members tab

Open the hub
Dashboard → Memberships → your program → Open hub.
Members
In the left navigation, click Members.

You can also open a shorter member list from Settings → Members inside the hub (see Settings members panel below).

Desktop recommended

The hub shows Community Hub works best on desktop at the top of the main area. The full member table and side drawer are easiest on a wide screen.

Top of the page — add or gift access

Above the search bar you will see Members with two buttons:

Button	What it does
Add member	Grant access without payment — email plus optional tier
Gift access	Same kind of free access, plus optional note and expiry date; sends the welcome email when that setting is on (toast confirms Welcome email sent.)

Click either button to expand the form; click Cancel to close it.

Requirements for both flows

Rule	Detail
Fan email	Required — use the address they use on your portal
Signed in once	They must have signed in to your fan portal at least once. If Flo cannot find them, you will see a message to ask them to sign in first, then try again
Tier (optional)	Pick an active tier, or leave blank for default access

Add member

Field	Detail
Fan email	For example `fan@example.com`
Tier (optional)	Which tier they should appear on
Add member	Saves access — toast Member added.

Description in the form: Grant access without payment. The fan must already have signed in to your portal.

Gift access

Field	Detail
Fan email	Same as above
Tier (optional)	Tier to attach
Note (optional)	Internal note, up to 300 characters — for example Founding member comp
Expires (optional)	Calendar date when gifted access should end
Gift access	Saves — toast Gift granted. Welcome email sent.

Description: Grant free access with an optional time limit. The fan must have signed in to your portal.

Both Gift access and Add member can send the welcome email when Send welcome email is on in hub or Studio settings. Gift access confirms it in the toast; Add member only shows Member added. Turn the welcome email off first if you want a silent comp.

Search and export

Control	Behavior
Search members…	Filters by name or email as you type
Export CSV	Downloads a spreadsheet of everyone currently shown in the table (after search and filters)

CSV columns

The file includes:

Column	Content
Name	Fan name if Flo has it
Email	Email on file
Tier	Tier name
Status	active, past_due, paused, cancelled
Joined	Join date
Renews	Next renewal date (paid members), or blank
MRR	Monthly amount for that member’s subscription, or blank
Referrals	How many members they referred

The filename looks like members-your-program-name-2026-05-19.csv.

Filters

Click Filters on the table card. A panel opens: Filter members.

Tip	Detail
Leave a section empty	Include everyone in that group (status or tier)
Check multiple boxes	Narrow to any of the selected statuses or tiers
Counts	Each row shows how many members match (based on your current search)
Clear all	Resets status and tier filters

Status filters

Status	Meaning
Active	Currently entitled to the program
Past due	Payment failed — member may still have access during your grace period — Billing & dunning
Paused	Billing paused — membership is on hold
Cancelled	No longer active (may still show until a paid period ends)

Tier filters

Option	Shows
Each tier name	Members on that tier
No tier	Members without a tier assigned

The filter button shows a number badge when filters are active.

Member table columns

Click a row to open the member drawer (side panel). Click column headers to sort (click again to reverse).

Column	What it shows
Member	Name and email; badge pills if you assigned any
Tier	Tier name with color dot, or —
Status	active, past due, paused, cancelled
Joined	Date they joined
Renews	Next billing renewal for paid members, or —
MRR	Their monthly subscription amount (for example `$29/month`), or — for free or comp members
Referrals	Count of members they referred, or — if none

Empty states

Message	Meaning
No members yet. Share your membership link to get started.	Nobody has joined
No members match your search.	Try a different search
No members match your status filters.	Adjust Filters
No members match your tier filters.	Adjust tier checkboxes

Select multiple members (bulk actions)

Use the checkboxes on the left of the table.

Action	When
Select one row	Checkbox on that row
Select all visible	Header checkbox — all rows matching current search + filters

When at least one member is selected, a bar appears: N selected with:

Button	What it does
Export selected	CSV download for checked rows only
Cancel memberships	Cancels each selected membership (see below)

Cancel memberships (bulk)

Flo asks you to confirm:

Selection	Confirmation text
One member	They keep access until the current billing period ends. Free members lose access immediately.
Many members	Same rules for each selected row

Confirm with Cancel memberships.

Outcome	Toast / message
All succeeded	N membership(s) cancelled.
Some failed	N cancelled, M failed. Check the members tab for details.

Paid members stay active until the end of the period they already paid for. Free, gifted, or manually added members are cancelled right away. Flo does not send a cancellation email for creator-initiated cancels.

Member drawer (click a row)

The drawer slides in from the right with the member’s name and email.

Summary card

Detail	Notes
Status	Badge in the corner
Joined	Date plus current tier
Badges	Pills you assigned (see below)

Lifetime value

Lifetime value — total paid across all membership payments for this person, with copy: Lifetime value across all membership payments.

Payment history

Payment history — list of charges and related events (newest first). Shows Show more if there are more than five entries.

If they have never paid, Flo shows No payment events recorded for this membership yet.

Private notes

Notes — Add private notes about this member…

Behavior	Detail
Only you see this	Notes are not visible to the member
Auto-save	Flo saves a few moments after you stop typing
Saving…	Brief label while the latest edit is stored
Limit	Up to 10,000 characters

Badges

Badges — tap badge pills to assign or remove them for this member.

State	Meaning
Badges listed	Click to toggle on/off for this member
No badges defined. Add badges in General Settings.	Create badges under Settings → General first

Badges are cosmetic labels for recognition (emoji + name + color). They can also tie into Milestones automation.

Change tier

Change tier — move a paying or free member to another tier.

Step	Detail
See Current	Their tier today (current tier is dimmed)
Pick a new tier	Tap a tier pill
Price (if the tier has multiple prices)	Choose the billing option — for example `$29/month` vs `$290/year`
Change tier	Applies the move

Result	Message
Success	Tier updated ✓
Paid member, multiple prices	You must pick a price before Change tier enables
No tiers available	No active tiers with subscription prices for this membership.

Changing tier on a paid member updates their subscription through Flo Payments. Connect your payout account in settings if Flo asks you to.

Settings members panel (compact list)

Hub → Settings → Members shows a lighter view:

Feature	Detail
Add member / Gift access	Same forms as the Members tab
Search by name or email	Single search field
Status pills	All, Active, Past Due, Paused, Cancelled with counts
Pause / Resume	On each active or paused row — quick billing hold
Copy email	Icon copies address — shows Copied! briefly
View all members →	Opens the hub — then click Members in the left nav for the full table

Pause membership (settings list only)

Action	Confirm	Result
Pause	Pause this fan's membership? Their billing will be suspended.	Toast Membership paused.
Resume	No extra confirm	Toast Membership resumed.

Pause and resume are not on the full Members tab table — use Settings → Members for those shortcuts, or handle billing in your payment tools.

Member statuses — quick guide

Status	You typically…
active	Engage normally — posts, DMs, classroom
past_due	Watch dunning — payment retry — Billing & dunning
paused	Billing stopped — resume when ready
cancelled	They will lose access (immediately if free, or after period end if paid)

Suggested workflows

Comp a speaker or VIP

Gift access
Members → Gift access → their email → tier → optional note.
Confirm in table
Search their name — status should be active.
Private note
Open the row → Notes → why they were comped.

Move someone to a higher tier

Open drawer
Click their row in Members.
Change tier
Pick the new tier (and price if asked) → Change tier.
Verify billing
Check Payment history and Renews column after Flo updates.

Export for a spreadsheet

Filter
Optional Filters — for example Active only, or one tier.
Export
Export CSV — or select rows → Export selected.

Troubleshooting

Issue	What to check
No fan account found for that email	They must sign in to your fan portal once before you add or gift
Email is required	Fill in Fan email
Tier not found or inactive	Tier is off in Studio — Create a tier
Stripe account not connected	Connect Flo Payments before changing paid tiers or cancelling paid members
Failed to cancel membership	Paid row may need a valid subscription — try one member at a time
Drawer Failed to save note	Connection blip — edit note again
No badges defined	Settings → General — create member badges
Change tier disabled	Pick a different tier than current; select a price for paid members
Email shows — in compact list	Placeholder address — fan has not verified email yet
View all members opens Community	Click Members in hub left nav for the full table
Past due still has access	Expected during grace period — Billing & dunning

Quick reference

Task	Where
Full member list	Hub → Members
Search	Search members…
Filter by status / tier	Filters
Export list	Export CSV or Export selected
Add comp (no gift email emphasis)	Add member
Gift with welcome email	Gift access
Open one member	Click table row
Private notes	Drawer → Notes
Assign badges	Drawer → Badges (define in Settings → General)
Change tier	Drawer → Change tier
Pause / resume billing	Settings → Members compact list
Cancel one or many	Select rows → Cancel memberships
Short member list + pause	Settings → Members

What's next?

Referrals — member links, points, and the Referrals column
Billing & dunning — past due and grace period
Welcome email — what new members receive after gift or join
Direct messages — inbox with unread badge in hub nav
Membership Hub overview — all hub tabs and settings

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