Member Center
Member Center is FlexiBill's customer database engine. It gives merchants a centralized place to register members, organize them into groups, collect custom profile data per billing context, and link them to subscriptions and billing records.
Every subscription in FlexiBill requires a Member. Member Center is where those members live — and where merchants control what data is collected from each of them.
Member Center manages your customer database and profile data. Subscription and Billing uses that data to issue invoices and track payment status. Both modules work together — but Member Center must be set up first before customers can be subscribed to any plan. → Learn more about Subscription and Billing
Two Core Modules
Member Management
The central registry for all customer records. Merchants manage their full member list here — adding members individually or in bulk, updating their profiles, and organizing them for downstream billing use.
Add individual members on the fly or upload thousands at once via CSV/XLSX
Store general profile data: name, email, phone, address, birthday, company, and more
Organize members using Labels (tags) and Groups (named segments)
Form Management
A flexible form builder that allows merchants to define custom data fields per billing context. Forms are attached to Groups — when a member joins a Group, they fill out the Form associated with it, capturing structured, business-specific information beyond the standard profile fields.
Create forms with Categories (sections) and Details (individual fields)
Configure field types, validation criteria, and required/optional status
Attach a Form to a Group so all members in that Group provide the right data
Reuse forms across multiple Groups
How Member Center Fits Into FlexiBill
When a Member is assigned to a Group, the Group's linked Form determines what additional information is collected from that member. This data follows the member into their billing records — so merchants always have the right context per customer per billing cycle.
Features & Benefits
🗂️ Centralized Customer Registry
All customer records are stored in one place. Merchants can search, filter, and browse their full member database without leaving the dashboard — no need to cross-reference external spreadsheets.
📋 Custom Data Collection via Forms
Standard member fields (name, email, phone) are often not enough. Form Management allows merchants to define exactly what information they need from members in a specific billing context — class levels for a fitness studio, student IDs for a school, or unit numbers for a property manager.
🏷️ Flexible Member Organization
Labels provide lightweight tagging across the full member list. Groups provide structured segmentation tied to a Form — giving merchants both quick classification and structured data collection in the same workflow.
📤 Bulk Upload for Large Rosters
For merchants migrating from Excel or onboarding large customer bases, bulk data upload supports simultaneous creation of hundreds or thousands of member profiles from a single structured file.
🔗 Direct Link to Subscription and Billing
Members registered in Member Center are the same members used when creating subscriptions. There is no duplicate registration — member data flows directly into the billing workflow.
How It Works
Use Cases
Business
A gym with multiple classes — Aerobics, Pilates, Catering Diet — each requiring different member intake data.
Member Center Setup
Create a Group per class type. Create a Form per Group with relevant fields (e.g., fitness level, health declaration, dietary restrictions). Members are assigned to the appropriate Group when they join a class.
Result
Each member's intake form is attached to their record. Instructors and billing staff always know which class a member is in and what their profile contains.
Features Used
Member Management, Groups, Form Management
Business
A school billing hundreds of students monthly across different programs (regular, extracurricular, lab).
Member Center Setup
Bulk upload the student roster via CSV. Use Labels to tag students by program type (e.g., "Lab 2025", "Extracurricular"). Use Groups to segment students who need to fill in additional data (e.g., emergency contact, scholarship status).
Result
The full student database is in one place, organized and ready for bulk billing — no manual re-entry per billing cycle.
Features Used
Member Management, Bulk Upload, Labels, Groups
Business
A property manager billing monthly rent and utilities to tenants across multiple tower blocks.
Member Center Setup
Register each tenant as a Member. Assign tenants to Groups by tower block. Create a Form per Group with fields specific to the block (e.g., unit number, parking slot, utility meter ID).
Result
Each tenant's billing context is clearly tied to their unit and block data — invoices and billing records are unambiguous even across a large portfolio.
Features Used
Member Management, Groups, Form Management
Terms & Conditions
Member Center is available to merchants with an active FlexiBill subscription on DOKU Dashboard
Bulk upload files must be in CSV, XLS, or XLSX format with a maximum file size of 15 MB
Each member requires at minimum a name and a valid email address
Labels and Groups are merchant-defined and can be created directly from within the member creation or management flow
FAQ
Do I need to set up Member Center before I can create a subscription?
Yes. A subscription in Subscription and Billing requires selecting a Member. You must register the customer in Member Center first before they can be linked to a plan or a billing record.
What is the difference between a Label and a Group?
Labels are free-form tags you apply to members for classification and filtering purposes. A member can have multiple Labels. Labels do not have any structured data attached.
Groups are named segments tied to a Form. When a member is assigned to a Group, the Group's linked Form determines what additional information is collected from that member. Use Labels for lightweight tagging; use Groups when you need structured, form-based data per segment.
Can one member belong to multiple Groups?
Yes. A member can be assigned to more than one Group simultaneously. Each Group assignment may have its own associated Form, and the member will be expected to provide data per each Form.
What file formats are supported for bulk member upload?
Bulk upload supports CSV, XLS, and XLSX files. The file must follow the template provided in the Upload Data dialog. Maximum file size is 15 MB. Download the template before preparing your file to ensure the correct column structure.
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