Finding a Member

Overview

The Members page lists everyone enrolled at your center. You can search by name, filter by status or group, sort the list, and open any member's profile. This article shows you how to find a member quickly.

Before You Begin

• You must be logged in with access to the Care module.
• You need permission to view member records.

Steps

Step 1: Open the Members page

1. Select Care from the main navigation.
2. Select Members from the sidebar. The page lists your center's members.

Step 2: Search by name

1. Type a first name, last name, or partial name in the search box.
2. The list filters as you type. Select the × in the search box to clear it.

Step 3: Filter by status

In the left panel, use the Member Status options to narrow the list to one status at a time: Active, Pending, Hold, or Inactive. There is no combined "All" option — pick the status you want to see.

Step 4: Filter by group

If your center uses groups, expand Group in the left panel and select All or a single group to narrow the list.

Step 5: Sort the list

Expand Sort By and choose an option: First Name, Last Name, Latest, Created, ID, Enrollment, or Social. Expand Sort Direction to switch between Ascending and Descending.

Step 6: Open a member's profile

Select a member's name or card to open their profile.

Tips

• Combine search with filters to cut down large lists fast.
• A member you cannot find may be filtered out. Since Member Status is one-at-a-time with no "All", try each status (Active, Pending, Hold, Inactive) in turn.
• Search accepts partial names — the first few letters are enough to start filtering.
• Sort by Enrollment when you are reviewing who is currently active.

Troubleshooting

Related Articles

• Adding a New Member
• Understanding the Member Profile
• Editing Member Information
• Archiving or Deleting a Member