How to Edit Member Information

In this guide, you'll learn how to update or modify a member's information using RoomRuler. This feature helps ensure that your member records remain accurate and current, allowing you to manage memberships with ease.

Training Video: How to Edit Member Information

Step-by-Step Instructions

  1. Log In: Begin by logging into your RoomRuler account using your credentials.
  2. Navigate to Members: From the dashboard, click on the "Members" section to view your list of registered members.
  3. Select the Member to Edit: Locate the member whose details you want to update. You can use the search bar or filters to find them quickly.
  4. Open the Edit Form: Click the “Edit” button or icon next to the member’s name. This action will open the member details form for editing.
  5. Update Member Information: Modify the fields as needed—such as name, email, phone number, membership type, or other relevant details. Ensure all required fields are completed accurately.
  6. Save Changes: Once you’ve made the necessary updates, click “Save” to update the member’s record. A confirmation message should appear once the changes are successfully saved.

Troubleshooting Tips

  • Ensure all required fields are filled in correctly.
  • Look out for any validation messages or error prompts on the form.
  • If you’re unable to locate the member, try using the search and filter options.

Need More Help?

For further assistance, please review our additional support articles or contact our support team via the Contact Us page.

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