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Managing the memberships list: search, filter, publish and delete

How to find memberships quickly, filter by type, turn a plan's visibility on or off with the Published toggle, and delete a plan.

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Written by James Shepherd

Use this article to search, filter, publish, hide and delete plans in the memberships list.

How do I search the memberships list?

Type part of a name in the search box above the memberships list. Matching is not case-sensitive and the list updates as you type.

Searching the list

How do I filter memberships by type?

Open the Filter by type drop-down above the memberships list to show only memberships in one category (membership type).

Filter by type

Row actions in the memberships list

Every row in the memberships list ends with a Published toggle and four icons:

Published toggle and action icons

  1. Published – on means Open To All (visible on the online store link and the Connect app); off means Hidden (staff only).

  2. Share checkout link – share the plan's checkout link.

  3. Edit – edit the plan.

  4. Lock – make the plan read-only for other locations.

  5. Delete – delete the plan.

How do I publish or hide a membership?

Click the Published toggle on the membership's row to switch between public and hidden. The change is saved immediately and stays after you reload the page.

Published toggle switched on

How do I delete a membership?

Click the red Delete icon on the membership's row. Confirm with Delete anyway in the pop-up and the row is removed.

Delete confirmation
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