Find and review a member

Find the existing member before reviewing their context or making a change.

Who this is for: Owners and Admins using member records.

Before you start

Owners and Admins using member records. Check the organization before making changes.

Open Members. On a phone, expand Filters if needed.
Search all or part of the nickname or name. Press Enter or choose Filter members to apply typed search.
If the person is missing, check the status filter: the default shows Active members.
Open the member. Read their current status and flags before choosing an action. Expand secondary history, notes or payment information when needed.

The member record opens with a return link to your originating list or event.

The nickname does not match

Use the current nickname; an unmatched RSVP does not create a member.

I cannot find the member

Clear or adjust filters before creating a new record. Avoid duplicates.

Example: understand this in practice

Jordan is absent from Maya’s default Active-member results. Maya checks the status filter before creating a duplicate record.

Names and situations are fictional.