Find members and follow up in People

You need to be the owner or a current admin of the Locker. People is on Community and Pro, and it stays available whether or not the Locker is taking new course sales or paid memberships.

Members do not see People. The member directory they open is still the member-facing directory with photos and roles.

People has four tabs. Members lists people who have a membership. Requests holds join requests in a Locker where join approval is available and turned on. Contacts holds imported contacts, who are not members. Invitations holds pending invitations. On a narrow screen, pick the tab from the People section menu.

Search by name or email. The Status filter starts at Active, and you can show Left, Removed, Banned, or All statuses. Other filters cover when someone joined, inactivity, whether activity is known, tag, course, and course access.

If Lockers has no recorded activity timestamp, that row is unknown. Unknown is not the same as Inactive for 30 days, and unknown activity cannot be combined with an inactivity period. Built-in views:

Selecting a member opens Manage member, the private admin record for this Locker. On a wide screen it is a side panel with a shareable URL. On a small screen it is a full-width view. Closing it keeps your search, filters, and place in the list.

The Membership tab shows identity, role, whether the member receives optional announcement emails, community access, tags, follow-up, private notes, and actions such as Start chat. The Courses tab explains access to each course. Access reasons use the same rules that grant or withhold community and lesson access.

The owner also sees a Payments tab with that member's course, membership, and event payments and their amounts. Admins see the access outcome, not payment amounts. On Pro, the Courses tab includes detailed learning progress. If the Locker is not on Pro, Purchased but not started is unavailable, and the reason shown is: Purchased but not started requires Pro for this Locker.

Roles, removals, and restores also happen in this panel. Manage member roles, access, and who can post covers those.

Notes are plain text. Only the Locker's current owner and admins can read them. The author can edit or delete their own notes. The owner can delete any note.

Each member has one follow-up date, shared by the staff. A current admin can set or move it, and can clear it when the follow-up is done. Due follow-ups lists due and overdue members in the app. Lockers does not send email or push reminders for that date.

Select Manage tags to open the Tags dialog. Create tag, Rename, and Delete tag are in that dialog. It says: Tags help you find members. They do not change anyone's access. A tag name can be 60 characters. A member can have 20 tags, and a Locker can have 100.

Filters combine with AND. There is no nested rule builder. To add or remove a tag on several people at once, select those members, up to 50. The bar shows the selected count, then Add tag or Remove tag. People has no bulk refund, bulk message, or bulk access removal.

Select Save view to keep the current filters. The dialog is titled Save this view. It stores the filters, not a copied list of people, and updates as members start or stop matching. A Locker can have 25 saved views.

People is the main staff place to find a person. Other work stays in its own section: Students under Courses for enrollment work, Moderation under Community for reported content, and Selling and payments under Sales for owner payment actions.

People does not send email campaigns or score leads. The Contacts tab stores imported contacts without making them members or emailing them. Existing customer API keys do not receive private notes, tags, follow-up dates, or saved views.

The community ZIP export also leaves those private records and imported contacts out.

Deleting a member's account removes the private records about that member: notes, tag assignments, and the follow-up date.

If an admin's account is deleted, notes they wrote can remain on the member record with the author name removed. Current staff can still read those notes. Only the owner can delete them, and nobody can edit them. If that admin created a saved view, the owner can still edit or delete it.