Club member or members don't show in membership list
An active club member disappearing from the Vincipia system while still being in Square is often the result of merging profiles manually or using the Resolve Duplicates functionality found in the Square customer portal.
No data is lost as a result of this situation happening. The two systems profiles just need to be re-linked.
We don't recommend using the merge functionality but if you have to please do one member at a time and verify that the member is still listed in the Vincipia system.
To re-link the Square customer profile to the Club Member:
- Go to Membership
- Select Import Member
- Search for each missing member
- Select the member to re-link
- Choose the appropriate club in the top dropdown
- Click Import
Related Articles
Import Members
If you are getting started with Vincipia, confirm with your sales rep whether you need to follow the steps below for the initial import or if Vincipia's import team will be bringing in your members. If your customers are already in Square and you ...Unable to edit or move a club member
If you are trying to edit a club member's profile but are unable to select the member or open their profile, this member has fallen victim to a Square Merge or Resolve Duplicates within Square. This also applies when the LTV says $NaN. To fix this ...Membership Section Features
The Membership section of Vincipia is not only used to import members, but it also has several other features that are critical for club management. 1. Edit Member While members are able to change clubs and edit their own information under their ...Using Square Groups
Using Square Groups is a wonderful way to fully utilize the two way integration between Square and Vincipia. By connecting a Square Group with your Club in Vincipia, you are easily able to identify what customers are club members on the point of sale ...Tracking and reviewing club orders
Go to Process. Select the club processing you would like to review. Under Members Processed, you will see general data on the club billing. Selecting Member Report will provide a full, searchable listing of customers that were billed, declined, or ...