Member Directory

The Member Directory tab lets you offer your members an online or downloadable directory of other members — useful for HOAs, faith communities, clubs, and any organization where members benefit from finding each other.

Enabling the directory

Toggle Enable member directory to turn the feature on. When disabled, all sub-options are grayed out and the directory is not accessible to members.

Allow members to edit their profile

When enabled, members can update their own directory entry — name, address, phone, or any custom fields you've configured. When disabled, only you can update member records.

Allow members to opt out of email

When enabled, members can remove themselves from your mailing list via their directory profile. Useful for compliance and respecting member preferences.

Online directory

Gives members access to browse the directory online via a secure link. Members must be in your contact list to access it.

Downloadable directory

Allows members to download the directory as a PDF or printable format. Requires Online directory to also be enabled — you cannot offer a download without online access.

Customizing the directory form

Click Preview form to see which fields are currently collected in your directory signup form. At the bottom of the preview panel, click Customize Form to open the FormBuilder and add, remove, or reorder fields.

Saving

Click Save to apply your changes. The Preview button appears after you enable the directory and save.