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Tracking the Status of Members

Learn how to track the different stages of your members. We help track the entire life-cycle of your members.

Written by Mitch Colleran

Summary

One of the most powerful features in Join It is the Status field associated with memberships.

Statuses help you organize, segment, and manage your members throughout their lifecycle, from initial interest to active participation and beyond.

Available Membership Statuses

Join It currently supports five membership statuses:

Prospective
Typically used for individuals who have shown interest but have not yet joined. This status can also be manually assigned by an admin at any time.

Pending
A flexible status that can represent a step in your internal process. Common uses include:

  • Applications awaiting approval

  • Awaiting payment

  • Any custom review or onboarding step

Active
Indicates a fully active, current member.

Expired
Automatically assigned when a membership reaches the end of its term without renewal.

Cancelled
Used when a membership has been intentionally cancelled.

Why Statuses Matter

Using membership statuses allows you to:

  • Create a workflow for processing new members (e.g., approvals, onboarding, welcome emails)

  • Segment members based on where they are in your process

  • Track members who are not currently active but should remain in your records

  • Maintain a clean and organized membership database

Updating the Status of a Membership

You can update a membership’s status directly from their record:

  • Open the individual membership record

  • Click on the current status label

  • Select the new status from the list

Screenshot Description: Showing the different Status options

Frequently Asked Questions

Can Statuses be updated in bulk?

Currently within the Admin dashboard you can update individual Statuses however if you'd like to do this in bulk the Join It team are happy to do a bulk update of your Members statuses anytime!

Learn more about Bulk Updates here.

Can I customize or rename a Status?

Not currently. Status names are fixed, but this is a feature being considered for future updates.

Does changing a Members Status automatically send them an Email?

Nope, the system won't automatically send an email to a member when you change their status.

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