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My profiles and open tasks

Open every managed person and complete requested details, documents or confirmations in the right place.

Open the person and profile

  2. 2Expand the correct membership profile or office.
  3. 3Review status, information, documents and acceptances inside the same card.

Complete an outstanding task

  2. 5Read the requested change or confirmation in full.
  3. 6For an acceptance, open the readable review version before confirming it.
  4. 7The task disappears only after its underlying requirement has been completed successfully.
  5. 8When the club requests cancellation, the task opens the affected profile and end date. Select Confirm cancellation or send a question. Your own cancellation request instead awaits the club's confirmation.
  6. 9Once both sides confirm, the status says Cancelled effective date. The membership remains valid through that day and is archived afterwards. A question is not confirmation.
  7. 10A reminder highlights the same task again. It creates neither a second task nor a message.

Understand Tasks, Messages and Updates

  1. 11Tasks contains everything you still need to complete or decide.
  2. 12Messages contains notices from the club and private conversations.
  3. 13Automatic decisions and status changes, such as an approved membership or completed cancellation, are collected in the single Updates feed.
  4. 14Invoices and payments remain under Invoices, so the same process never appears several times in your inbox.

How to tell that it worked

  • The completed task is no longer counted as outstanding.
  • The related detail, document or confirmation shows its new status.
  • A reminder highlights the same task and does not create a new message.
  • Other people and profiles remain unchanged.

If it does not work

The task remains open after saving.
Open the task again and check that the linked detail, document or confirmation was actually completed. Then refresh the overview.
The reminder is not visible under Messages.
That is intentional: anything you need to complete stays under Tasks. Select the task to open the outstanding step directly.
The affected person is not visible.
Check that you are in the correct club and signed in with the correct account. The person must be assigned to your account for management.

More guides

Relevant next steps for the same audience.

DocumentsUpload documentsSubmit requested files for the correct person and the correct profile.RegistrationRegister a member or childSubmit a complete membership registration for yourself or for a person you manage.My profilesUpdate personal details and profile photoReview your name, address and other personal details, and take or select a profile photo.
My profiles and open tasks | Clubbulc