Member Lens

🔍 Overview

The Member Lens is your intelligent search and insights tool for all members across locations. It gives operators a powerful way to filter, track, and analyze member activity — from memberships and lifecycle stages to company roles and onboarding status. This tab transforms raw member data into actionable insights.

📋 Fields Displayed

Each member row in the table includes:

• Member Reference – Unique system-generated reference ID.
• First Name – Member’s first name.
• Last Name – Member’s last name.
• Company – The company the member is associated with.

🎛️ Filters Available

1. Smart Search (What are you looking for?)

Predefined queries help operators quickly surface important insights:

✅ Best for: Rapid operational insights without manual filtering.

2. Lifecycle Stage

Categorizes members based on their life cycle stage:

✅ Best for: Sales and retention tracking.

3. Company Relationships

Defines the member’s role within their company:

✅ Best for: Identifying key stakeholders within organizations.

4. Location

Filters members based on coworking site:

✅ Best for: Multi-location operators managing members across sites.

📤 Export Options

• Download – Export member data as an Excel file for offline use, reporting, or CRM syncing.
• Basic Filter – Quick, straightforward filtering before download.
• Advanced Filter – Combine multiple filters for more refined exports.