The Membership Lifecycle
Users are the people with their own login to your club. This explains the membership lifecycle they move through and the roles that control what they can do.
A User is anyone with their own login to your club β applicants, members, guests and visitors all have a User account. (Under-18s are usually Junior Members instead, who don't have their own login and belong to a parent User's account.)
Every User has two things that determine what they can see and do:
a state in the membership lifecycle (e.g. applied, probation, member), and
one or more roles (e.g. member, admin).
The membership lifecycle
Range Mate models membership as a lifecycle. A person moves through it as admins review and progress their application. The main states are:
Applied β has submitted an application and is awaiting a decision.
Interview β invited to your club's interview stage.
Waiting list β held on the waiting list for now.
Probation β accepted onto a probationary/training membership.
Approved β a full member.
Guest / Visitor β limited-access accounts (see Account Types).
Rejected / Left club β no longer active; their records are retained.
Moving people through it (admin Actions)
From a user's profile, admins use the Actions menu to move them between states. Each action is deliberate and explained in the app β the key ones are:
Apply
Starts the application process for full membership.
Invite
Sends your interview-invite email and moves them into the interview stage.
Waiting List
Places an applicant on the waiting list and notifies them.
Approve
Puts the user on probation, creating a probationary membership that starts today. An invoice is sent automatically.
Passed Training
Ends probation today and creates a full membership of the chosen type, valid until the end of the current membership year.
Skip
Skips the whole workflow and approves the user for full membership right away.
Set as Guest / Set as Visitor
Grants guest/visitor access (and reinstates a login for someone who previously left).
Invite to Upgrade
Invites a guest to upgrade to full membership.
Reject
Rejects an applicant and emails them; their details are retained.
Reapply
Puts a rejected or former user back into the application workflow.
Leave Club
Ends any current membership today and stops their login working.
Some actions have conditions. Invite and Approve require the applicant's proof of ID to be verified first. Invite and Waiting List send a club-specific email, so they stay disabled until you've written your club's own version of that email template.
Approve and Skip create a billable membership, so they respect your club's billing cap β if approving someone would exceed your plan's member limit, you'll need to adjust your subscription first.
Roles
Roles control permissions. Your club starts with a set of default roles β admin, member, trainee, applicant, bookings manager, guest and visitor β and you can create your own (for example Range Officers) under Settings β Roles.
A user can hold more than one role, and roles are often assigned automatically as part of the lifecycle (applying adds the applicant role; approving a member assigns the role tied to their membership type).
Last updated