Getting Started

Dashboard Overview

The dashboard is your command center. The sidebar is one flat list — no section headers — and only a few items have sub-pages nested under them. Click a parent (or its chevron) to expand its children.

The sidebar, top to bottom

• Dashboard — your org at a glance: key stats, setup steps, and alerts
• Guide — an onboarding guide tailored to your role
• Members — profiles, levels, tags, statuses and saved views. Renewals is a tab on this page, not a separate sidebar item
• Events (→ Today's check-in, Appointments) — events and classes, ticketing, the front-desk check-in board, and 1:1/PT booking
• Programs — applications and forms members submit, with review and approval
• Payments — dues, donations, and other Stripe payments
• Shop — sell merch or supplements (its own top-level item, not under Payments)
• Marketing (→ Communications, Mynd AI Calls, Messages, News, Promotions, Subscribers) — email broadcasts and automations, the AI phone agent, two-way SMS, announcements, member offers, and newsletter signups
• Website — your public, branded org site: theme, what's shown, public join, and donations
• Reports — membership, revenue, events, and email analytics
• Settings (→ Team, Integrations, Import, Billing, Audit log) — org profile, levels & dues, class packs, waivers, custom fields, payments, directory, email, notifications, domain, SMS, API, and SSO

Settings has two levels worth knowing about: the tab strip on the Settings page (General, System Phrases, Levels & Dues, Class Packs, Waiver, Custom Fields, Payments, Directory, Email, Notifications, Domain, SMS, Integrations, API, SSO), and the sidebar children listed above — Team, Import, Billing, and Audit log are their own pages in the sidebar group, so you won't find them in the tab strip.

Multi-chapter orgs get an extra Chapters item just below Members. Items you don't have access to are hidden, and Billing is owner-only.

Tip: hover the small ℹ next to any sidebar item for a one-line explainer and a link to the relevant help section.

AI Member Queries

On the Members page, use the query bar to ask natural-language questions like "How many members joined this month?" or "Who hasn't renewed in 90 days?"

Install the Mybers app

Mybers is an installable web app: you can add it to your phone's home screen or your computer's dock straight from the browser — no app store, no download.

From the dashboard

When your browser supports installation, the dashboard shows an install hint — follow it and Mybers installs in one tap.

Manually

• iPhone / iPad (Safari): tap the Share button, then Add to Home Screen.
• Android (Chrome): tap the ⋮ menu, then Add to Home screen (or Install app).
• Desktop (Chrome / Edge): click the install icon in the address bar.

Once installed, Mybers opens full-screen like a native app. This works on every plan, for members and admins alike.

Your org's own app

On Club and up, your public site installs the same way — as your organization's own branded app. See Your branded org app & event QR codes.

Your branded org app

On Club and up (part of custom branding), your public site is installable as your organization's own app: your name, your colors, and your logo as the icon — no app store and nothing for members to download. It works on your Mybers address and on your custom domain.

There is one app per organization. However someone reaches your site — your home page, your events page, or a class QR on the wall — installing adds the same single icon to their home screen. No one ends up with five icons because you run five classes.

Promote it

Open the Website Builder → App panel to grab your install link and a ready-made QR code. Put the QR on flyers, at the front desk, or on event signage — members scan it and add your app in one tap.

QR codes for anywhere

One app, as many QR codes as you like. The same App panel generates a QR for your org page, your events page, and every upcoming event or class. Each one is a link, not another app to install: scanning opens that page inside your app if it's installed, and in the browser if it isn't.

Recurring classes get one evergreen QR that always opens the next upcoming session. Print it once and never reprint it for new dates.

If a class series has a class pass attached, the class page members land on is also where they subscribe — so the QR on the studio wall is a signup path, not just a schedule.

Notes

• Available on Club, Pro, and Enterprise.
• Sub-org chapters under a parent Club don't get their own install promotion or QR panel.
• Members on any plan can still install the Mybers app itself — see Installing the Mybers app.

Inviting team members

Open Team from the Settings group in the sidebar (it's its own page, not a tab on the Settings screen) and choose Invite member. Enter the person's email address, pick a role, and send the invite. They'll receive an email with a link to set a password and join your organization.

Available roles

• Owner — full access, including billing, integrations, and the ability to delete the organization. There is always at least one owner.
• Admin — manage members, events, payments, and email, but cannot change billing or delete the organization.
• Editor — create and edit members, events, and broadcasts, but cannot change settings.
• Viewer — read-only access to members and reports.

Custom access (per area)

For finer control, edit a member and choose Custom access, then set each area to None, View (read-only), or Edit independently — for example a treasurer with Payments on View and everything else None, or someone who can edit Events but only view Members. Start from the Editor or Viewer preset and adjust. The Who can do what table on the Team page shows every member’s effective access at a glance.

Changing or removing access

From the same screen you can change someone's role from the dropdown next to their name, or use Remove to revoke access immediately. Pending invites can be resent or cancelled before they're accepted.

Tip: give volunteers the Viewer or Editor role rather than Admin so day-to-day helpers can't accidentally change billing or integration settings.

What Mynd AI does

Mynd is the built-in assistant that answers questions about your own data in plain English. Instead of building a report, you type what you want to know and Mynd reads your members, payments, and events to answer.

Asking a good question

Open Mynd from the top bar and type a question such as:

• How many members lapsed in the last 90 days?
• Show me everyone whose membership renews this month
• What was our total dues revenue last quarter?
• Which events had the most check-ins this year?

Be specific about time ranges and the group you care about. If a result looks off, refine the question by naming the membership level, status, or date range you mean.

Acting on results

Many answers come back as a list you can export to CSV or turn into a broadcast audience. Mynd reads your live data, so results always reflect the current state of your account.

Mynd answers questions about your data — it does not make changes on your behalf. To edit members or send email, use the relevant tool.

The public website

Each organization gets a hosted public website with a join/renew page, event listings, and an optional searchable member directory. Manage it under Website in the sidebar. Publishing the page and letting people join from it are two separate toggles — see Public join and your join link, because joining is off until you switch it on.

Themes

Pick from the built-in themes and set your logo, colors, and a custom banner. Changes preview live before you publish. You can also point a custom domain at your site.

The member directory

Turn the directory on or off under Settings → Directory. You control which fields are visible (name, organization, city, etc.) and whether the directory is public or restricted to logged-in members. Individual members can opt out of being listed from their member portal.

The directory only ever shows fields you explicitly mark as visible, so private contact details stay private by default.

Mynd AI Calls

Mynd Voice is an AI phone agent that talks to your members and prospects like a real person.

Inbound

It answers your line 24/7 — explaining membership, answering common questions, qualifying the caller, and dropping every lead onto your dashboard. No staffer required.

Outbound

It places calls for you: friendly renewal nudges, event confirmations, and lapsed-member win-backs — logging the outcome and transcript on each member's record.

Setup (bring your own number)

Mynd Voice runs on your own Twilio number connected through Integrations (AI voice). You keep full control of the number and only pay for the calls you make (usage-billed, Pro and up). If you already run an AI agent, Mybers can plug into it instead.

The rest of the Mynd suite

Mynd also includes the Copilot (ask your member data in plain English), Writer (AI email drafting), and Concierge (AI setup) — all built into your plan.

Parent and chapter orgs

Multi-chapter (Enterprise) lets a parent organization manage regional chapters or locations. Each chapter is its own org with its own roster and events, while the parent gets roll-up dashboards across all of them.

What carries across

• Roll-up reporting — aggregate members, revenue, and events from the chapters overview.
• Shared membership levels that cascade from the parent.
• Cross-chapter events with visibility controls.
• Roster sharing between parent and chapter.

Billing

Choose parent-pays (the parent covers all chapters) or chapter-pays (each chapter bills independently). Multi-chapter is available on the Enterprise plan.

Public join is a toggle, and it starts off

Every Mybers org gets a public page, but letting people join from it is a separate switch — and it's off by default. Publishing your page and opening it for signups are two different decisions, so a brand-new org can look completely finished and still have no way for anyone to sign up.

Open Website in the sidebar. Under the publish section you'll find two checkboxes:

• Publish public page — makes /org/your-slug visible at all.
• Let people join from your public page — this is public join. Turn it on.

What doesn't work while it's off

• The Join button is hidden from your public page and its navigation.
• Your join URL, /org/your-slug/join, returns 404 — to a visitor it simply doesn't exist.
• The embeddable join form returns 404 too, so a form dropped into your own website silently shows nothing.
• The join form's server action refuses submissions, so even a stale link can't create a member.

In short: with public join off, the only way anyone becomes a member is if you add or import them yourself.

Your join link

Once it's on, your join page is /org/your-slug/join on your Mybers address, or the same path on your custom domain if you've connected one. That's the link to put in your email signature, your newsletter, your Instagram bio, and on flyers. Your dashboard's setup checklist marks this step done as soon as the toggle is on.

Embedding the form in your own site

If you already have a website and want people to join without leaving it, embed /embed/your-slug/join in an iframe. It's a stripped-down, unbranded version of the same form — same levels, same custom fields, same result — and there's a matching /embed/your-slug/dues for renewals. Both are gated by the same public-join toggle.

Approval

Public join can require approval. With approval on, sign-ups arrive as Pending and stay off your active roster until an admin approves them; the join page tells the applicant so up front. With it off, they become Active immediately. See Approving new members.

Public join + Stripe = self-serve

Public join on its own collects people. Pair it with a connected Stripe account and priced membership levels and the whole journey runs without you: someone finds your page, picks a level, pays, gets a member record and a welcome email, and can create a login to manage it. Without Stripe, the form still works — it just can't take money, so you'll be collecting payment some other way.

If you ever hear "I can't find where to sign up," check this toggle first. It's the single most common reason a finished-looking org has no inbound members.

Settings → Notifications

This tab controls the handful of emails Mybers sends on your behalf without you composing anything, and the alerts your own team receives. There are three toggles.

Member welcome email

Sends your welcome email to a new member when they join through your public join page. If your org requires approval, it goes out when you approve them rather than when they apply. Edit the wording of the template under Communications → Templates. Turn this off if you'd rather welcome people yourself.

New member alerts

Emails your owners and admins whenever someone joins or applies through your public join page. This is the inbound alert — it goes to your team, not to the member. It's the toggle to check if sign-ups feel like they're arriving silently.

Weekly report

A Monday-morning snapshot for owners: new members, revenue, and the week's upcoming events. Useful as a low-effort pulse if nobody opens the dashboard daily.

Push notifications are per device

Below the toggles is a This device section. Alerts such as new member notifications can also arrive as push notifications, but push is enabled per device, by each admin — it isn't an org-wide setting and turning it on for your laptop does nothing for your phone or for your colleagues. Repeat it on every device where you want alerts, and note that on iPhone or iPad you must install the app to your home screen first. See Enabling push notifications.

These settings cover automatic, system-triggered mail only. Campaign email is separate — see broadcasts and automations.