How to view all Members?

Summary

This guide explains how to view all customers with memberships, regardless of their status (Active, Pending, Expired, etc.). Follow the steps below to search for and filter memberships efficiently.


Step-by-Step Guide

  1. Access the Membership Module

    • Navigate to the Front of House module.

      Front_of_House.png

    • Select Memberships from the menu.

      Screenshot_2023-06-01_at_16.40.28.png

  2. Search for Memberships

    • Use the search bar to find memberships by one of the following criteria:
      • Customer Name
      • Membership Type
      • Venue

        Screenshot_2023-06-01_at_16.41.13.png

        Screenshot_2023-06-01_at_16.41.27.pngScreenshot_2023-06-01_at_16.41.33.pngScreenshot_2023-06-01_at_16.41.39.png

  3. Apply Filters

    • Click on Filter to refine the search results based on the selected criteria.
    • Review the filtered results to find the desired membership(s).

Tips for Use

  • Ensure search terms are entered correctly to get accurate results.
  • Use broader search terms if no results appear, then narrow them down with filters.
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