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Members

Mastering the Members Page: Searching for Members by Location and Using Advanced Search Options​

Effectively managing your member base is crucial for providing an exceptional user experience and fostering loyalty on your platform. In this guide, we'll explain how to use the Members page to search for members in specific locations, utilize the "Include All Locations" checkbox to search across all locations, and explore advanced search options available in the main search bar.

Here's what you'll learn in this guide:

  1. Navigating the Members Page: Get an overview of the Members page and the various tools available to help you manage your user base effectively.
  2. Searching by Location: Learn how to search for members who are in specific locations, allowing you to quickly find users based on their assigned location.
  3. Including All Locations: Discover how to use the "Include All Locations" checkbox to broaden your search and find members across all locations on your platform.
  4. Using the Main Search Bar: Understand how to leverage the main search bar in the header of the site to conduct more targeted searches for members.
  5. Advanced Search Options: Explore the different search criteria you can use to find members, such as name, phone, email, notes, additional members, and the last 4 digits of the card number.
  6. Reviewing and Managing Search Results: Find out how to interpret search results and perform various actions, such as updating member information, viewing their transaction history, or contacting them directly.

By the end of this guide, you'll be proficient in using the Members page to search for members by location and employ advanced search options to find users based on various criteria. With this knowledge, you'll be able to manage your member base more efficiently and cater to their needs more effectively. So let's dive in and become a master of the Members page!