Investment Club: Member History

Having invited your club members and set their role and access rights, you then need to input the dates they joined / left the club via the Member History of the Club Profile page.

You will see a section on the Club Profile page, called "Member History". This is the section you will use to input the dates that members joined and left the club.

You will need to input the member history for each of your club member's in turn.
To do so, for each member, simply:
1) select the club member's name from the drop down menu
2) select the event type (member joined, member left or member rejoined) from the drop down menu
3) input the date the member joined/left or re-joined the club
4) click the "add button", as illustrated below:

NB: you need to input the date in a specific format, for example "16 Jul 2009" or "3 Nov 05". Alternatively, select the correct date from the drop down menu that appears below the date field. The system will not recognise dates entered in any other format eg 16/07/2009.

As you add an event for each member, it will appear in the Member History list. When you have finished adding the joining and leaving dates for each of your club members, click the "done" button, as illustrated:

As you can see, the status of each of your members has been updated. The Member Privileges & Status section will now display only the current club membership based on the joining and leaving data you input.

If you need to make a change and edit a member status, follow the procedure described on the Edit Member History page

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