Search for a Member

There are various reasons you might need to pull up a member’s information. This document will show you how to search for a member.

Prerequisites:

Log in to the POS

1. Select Customer Add/Edit.
   
   

   Open

   

2. There are a few ways you can search for a member.  The following fields are searchable.  The system will search your member list based on what data elements are populated.

   1. Name

   2. Email

   3. Phone Number

   4. Patient ID
      NOTE:  The more information you enter the more specific the search criteria.

3. Once you’ve entered the data, select Search on the right-hand side.
   
   

   Open

   

4. Depending on how much information you entered, two things will happen. 

   1. First – the system will find a member that matches everything one to one and will pull that member into the Member Contact Management page.

   2. Second – the system finds multiple members that match the information you’ve entered so you will be given a list of members who match what was entered.
      
      

      Open

      

5. Highlight the member from the list and select Ok. 

6. The member will now be on the Member Contact Management page.