Searching for a Member

Customer Success Advisor
Customer Success Advisor
  • Updated

Finding members in the Hub is quick and simple. Here are three different methods to help you locate members efficiently.

1. Swipe their Rewards Card or scan their Rewards App

If your office uses cards and card readers, go to the homepage and swipe your member's card to immediately bring up their profile.

With the purchase of a scanner, you may also scan the QR code in their app to bring up their profile.

 

Membership Card Layout.jpg

 

2. Use the Search Bar

From the homepage, type your member's name (first and last) into the search bar and click on their name in the drop-down menu once it appears.

 

search for member.jpg

 

3. Members Page 

Go to Members in the top left corner of the homepage. 

 

Members.jpg

 

Here you will see all of your members and be able to sort by tag, birthday, registration status, and more.

 

New Member screenshot.jpg

 

From this view, you can also select multiple members at once and assign them an action. For example, you can bulk select members to invite them to register, reward them with points, edit their tags, and more. For a detailed overview of the Member page and its capabilities, please click here.