Documents

The Documents tab on a member's profile lets you manage files associated with that member. You can upload documents directly, request members to upload files through the portal, and organize everything in one place.

The tab is itself split in two, each side showing how many entries it holds: General documents for the files, and Document requests for what the club has asked the member for.

Uploading documents

Click the Upload document button to attach a file to the member's profile. The upload form includes:

Uploaded documents appear under General documents, organized into two groups:

Each document card shows the file type badge (color-coded: red for PDF, blue for DOC, green for images), the description, and the file size. You can download or delete any document from its card.

Document requests

Document requests let you ask a member to upload a specific document through their portal. This is useful when you need proof of student status for a discounted rate, a medical certificate, an ID for age verification, or any other document the member needs to provide.

Creating a document request

Click the Request document button to open the request form. Select the type of document you need. The request is sent to the member and appears in their portal under the Documents section.

How it works for members

When a member logs into the portal, they see any pending document requests. They can upload the requested file directly from their portal. Once uploaded, the file path and timestamp are recorded on the request.

Automatic document requests

Some document requests are created automatically. When a membership uses a special price that requires proof (for example, a student discount), a document request is created for the member when their membership is set up. This ensures that members on discounted rates are prompted to provide the necessary documentation.

Managing requests

The Document requests section lists all requests for the member. Each request shows:

• The document type, followed by a Delivered (green) or Waiting (amber) chip
• The date the request was created
• A reason or note (if provided)
• A download link, once the member has uploaded a file
• A delete button to remove the request

That way you see at a glance who still owes you something: the count on the section covers every request, and the chips separate the settled ones from the open ones.

Supported file types

Documents can be uploaded in the following formats:

• PDF (.pdf)
• Word (.doc, .docx)
• Images (.jpg, .jpeg, .png, .gif)

All files are limited to 2 MB in size.