🔐 Required Role Permissions: Bookings, Households, Members
Logs - See Comments, Edit Comments
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Households are a way to link all memberships and booking/redemption activity from one household — this allows for easier reporting and management. The Household Level appears when you select a specific household on the Households page.
Creating Households
When a new membership is purchased and the order includes a last name or company name, a household record is automatically created in the Dashboard.
📗 TIP
If both last name and company name are provided, the last name is used.
Order - Customer Details
In the Ventrata Dashboard, go to Bookings > Households or Bookings > Members. Each row represents a distinct household (Households table) or member (Members table).
Household
Members
Household Level
The household level consists of several sections:
Household Level
Header
Household Information - press the pen and paper icon to add or edit the following household fields:
Header - Household Information
Field Name | Description |
Name | the household's name |
Test | check to make the household as a test record |
Destination | auto-selected based on the initial membership purchased by the primary member |
Full Address | address provided by the primary member during the initial membership purchase |
City | primary member's address (city) |
State/Province | primary member's address (state or province) |
Zip/Postal Code | primary member's address (zip number or postal code) |
Country | primary member's address country of residence |
Household Overview - a summary of household activity
Household Metadata
Metadata | Description |
Lifetime Value | total value of bookings and redemptions made by all members of the household |
Household For | time elapsed since the household was created |
Total Visits | number of redemptions by all members |
Last Visit | most recent redemption by any member |
Reference | unique alphanumeric household ID |
Member Profile
Member Information - displays the member's name, country flag and contact details.
If an email address is provided when the membership is created, the member automatically receives a verification email. A green tick indicates a verified email (or phone number, if provided).
📒 NOTE
Any past or future bookings made with the same verified email or mobile number are automatically linked to the member profile.
Member Information
Press the pen and paper icon to add or edit the following member fields:
Field | Description |
Primary | marks the member as the primary household contact |
Test | marks the member as a test record |
Household Role | role within the household (for example, family member — Mother, Father, or job title — CEO, Marketing manager) |
Household | pre-filled based on the associated household |
| 📗 TIP Split households by entering a different household on each member's detail. |
Tags | use a tag to organise and filter members |
Code | internal reference ID |
Photo | upload an image file to identify the member |
Salutation | preferred form of address |
First Name | member's first name |
Last Name | member's last name |
Company | member's place of employment |
Department | member's department |
Title | member's job title |
member's email address | |
Mobile | member's phone number |
Age | member's age |
Birthdate | member's date of birth |
Language | member's preferred language |
Country | member's country of residence |
Full address | member's full address (Google address search) |
City | member's address (city)
|
State/Province | member's address (state or province) |
Zip/Postal Code | member's address (zip number or postal code) |
Notes | member's notes related to the order |
Tax ID | member's tax identification number |
Tax Office | member's registered office |
Send me the latest offers and exclusive discounts | opt-in for marketing communication |
Membership Overview - a summary of member activity:
Membership Metadata
Metadata | Description |
Lifetime Value | total value of bookings made by the member |
Member For | time elapsed since the member was created |
Total Visits | number of redemptions by the member |
Last Visit | most recent redemption by the member |
Reference | unique alphanumeric member ID |
Member Activity
Memberships - lists all memberships associated with the member, including active and expired ones. Displays validity periods (Valid From / Expires On) and auto-renewal status.
Memberships
Use the options on the right-hand side of each membership row to manage a membership. Options include:
Bookings - view bookings linked to the membership
Scans - view scans linked to the membership
+ New Order - create a new booking using the selected membership
Disable / Enable Auto-Renew - toggle automatic renewal
📒 NOTE
Although Disable / Enable Auto-Renew is displayed at the individual membership level, enabling or disabling this setting affects all memberships created within the same booking.
Renew - manually renew the membership
Membership Options
MERGE MEMBER INTO - consolidate duplicate member records within the same household
📒 NOTE
Members can be merged only if there is more than one member in the household.
MEMBER BOOKINGS - redirects to the Bookings table, filtered to the member's bookings (across all memberships)
MEMBER SCANS - redirects to the Scans table, filtered to the member's scans (across all memberships)
SEND VERIFICATION EMAIL - resend the verification email to verify the email address provided. The same applies if a phone number is provided.
📒 NOTE
Any past or future bookings made with the same verified email or mobile number are automatically linked to the member profile.
Member Actions
Footer
+ NEW MEMBER - add a new member to the household
+ NEW MEMBERSHIP - create a new membership booking
📗 TIP
Learn how to create new members and memberships within a household.
MERGE HOUSEHOLD - move all members of a household to the target household
📗 TIP
Note the reference ID of the target household before merging, especially if there are multiple households with the same name.
Household Reference ID
Footer
Logs
All updates to the household are recorded at the bottom of the household level.
To view specific types of logs, switch between:
User Comments
System Updates
Webhooks, or
All Logs tab for a complete list of logs.
These logs capture essential information regarding modifications to members and orders, including who made the changes, what was updated, and any additional notes provided by users.
Logs