In DojoExpert, you can group members for any purpose. Create groups under "members" - "groups" and assign members to them. Groups are primarily used for classes and subscription packages for invoicing, but you can create others to suit your needs. Each member can belong to multiple groups.
Group members by family
Family members can share a single invoice for subscriptions and other charges. Go to “Members” and select “Family” in the left-hand menu. Create a family by entering its name and selecting the main member, who will be billed for all family subscriptions. Click “members” to add family members, and optionally specify each person's role, such as “sister”, “father”, “stepbrother”, or “parent”.
You can also assign a family on the member details screen when adding a member, without switching screens:
And when you generate invoices for subscriptions, all members of the same family will be grouped into one invoice:
To list all families and their members you can use the “family” report:
The screenshots above show one family, but you can add as many as you need. To group members by family without combining invoices, leave “main member” unset. When a main member is selected, all charges appear on that person's invoice, and outstanding balances are shown only for the main member when scanning QR codes or viewing reports. To show individual balances while keeping invoices combined, go to “settings” - “invoices” and enable “show dues for all family members”.
Advanced filtering
Filter your member database by any field, including custom fields. Go to “members” and select “advanced filtering” in the left-hand menu under “grid options”:
Combine criteria based on standard fields or your own custom fields. Results appear in a table where you can select multiple members to email or enroll in a group. Use these filters to create groups for reports.
You can also save selected filters to use them later.