How to find members and follow up in People

Before you start

You need to be the owner or a current admin of the Locker. People, which used to be called Audience, is on every plan, 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.

Open People

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.

1. 1

   Open Admin

   Open your Locker and select Admin.

2. 2

   Select People

   The screen is titled People, with the line Find a member, see their access, and follow up.

Members, status, and activity

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:

• All active members
• Joined this week
• Inactive for 30 days
• Due follow-ups
• Purchased but not started, on Pro, after you choose a course

Open a member

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, and only the owner sees payment amounts. On Pro, the Courses tab includes detailed learning progress. Without Pro, the Purchased but not started detail is unavailable. The Courses tab gives the reason: 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.

• Manage member roles, access, and who can post

Private notes and one follow-up date

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.

1. 1

   Save a note on the member record

   Open the member, type in Private notes, and select Save note. Notes can contain up to 5,000 characters. Record the context another admin would need to continue the conversation.

2. 2

   Choose a follow-up date

   In Follow-up, pick the Follow-up date and select Save follow-up. Saving a new date replaces the previous one.

3. 3

   Return when the follow-up is due

   Open the Due follow-ups view and select the member. After you follow up, select Mark done to clear the date, or save a later date if more work remains.

Tags, filters, and saved views

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. Adding and removing tags are the only bulk actions in People.

Select Save view to keep the current filters. The dialog is titled Save this view. It stores the filters themselves, so the view updates as members start or stop matching. A Locker can have 25 saved views.

• Organize members with tags and saved views

Other admin screens

Staff find a person in People. Reported content is in Moderation under Community, owner payment actions are in Selling and payments under Sales, and enrollment work is in each course's Students list, which opens from the More course actions menu in Course studio.

• Find settings and tools in Admin

Where private People records stay

Existing customer API keys do not receive private notes, tags, follow-up dates, or saved views, and the community ZIP export leaves them out.

Imported contacts stay on the Contacts tab. Lockers does not make them members or email them, and the export leaves them out too.

• Import contacts from a CSV
• Choose API permissions
• Export your Locker content and files

If an account is deleted

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.

If something is missing

• Confirm that your role in this Locker is owner or admin. A former admin loses People as soon as that role ends.
• If Purchased but not started is unavailable, the Locker needs Pro and a selected course.
• A saved view becomes unavailable when a tag or course it used is removed, or when one of its filters needs Pro and the Locker is no longer on Pro.
• The Payments tab and payment amounts appear only when you are signed in as the owner.

• Help a member who cannot access a course
• Understand Free, Basic, and Pro limits