⚠️ Please note that this feature is not available in the mobile app & can only be used via desktop
Quick Filters allow you to save your frequently used filter combinations on the Members List area, so you can instantly load them again without having to manually set up the same filters each time. This is perfect for common searches like "Active Members Under 16" or "Active Members Over 65" that you run regularly. This feature is only available to customers using Clubmate Advanced or Unlimited.
Package
This feature is available on the Advanced & Unlimited packages.
How to Create a Quick Filter
Navigate to the Members List area from the left-hand menu.
Enable the filters panel by clicking the Show All Filters toggle at the top of the Members List.
Set up your desired filters using the filter options along the top of the members list. For example, you might filter by Status, Age Range, Membership Category, or any combination of available filters.
Once you are happy with your filter selection, click the Quick Filters button located at the top right of the members list.
In the Quick Filters pop-up, select Save a New Quick Filter.
Enter a name for your Quick Filter (e.g. "Active Members Under 16"). You will also see a Filter Summary showing which filters are included.
Click Save Filter to save your Quick Filter for future use.
How to Load a Saved Quick Filter
Navigate to the Members List area from the left-hand menu.
Click the Quick Filters button at the top right of the grid.
Select Load an Existing Quick Filter.
Your saved Quick Filters will be displayed. Click on the one you wish to load (e.g. "Active Members Over 65" or "Active Members Under 16") and the filters will be automatically applied to the Members Grid.
Managing Quick Filters
When viewing your saved Quick Filters, you can delete any filter you no longer need by clicking the red delete icon next to the filter name.